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Now you see them, now you don’t - Borrowings in SMSFs video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 21 May 15 | Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Abstract:
This video is a filmed session from the NSW 8th Annual Tax Forum, powerpoint slides are incorporated with the presentation. This video covers:

  • the changes to the interpretation of the limited recourse borrowing rules
  • stamping of custodian/security trust deeds under Duties Act 1997 (NSW)
  • duty and tax considerations on the transfer of property from custodian to the SMSF trustee on repayment of the loan
  • restructuring or rectifying poorly implemented property acquisitions using SMSF
  • tips and traps regarding investment rules, ensuring income is taxed concessionally and the impact of other taxes and charges.

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Now you see them, now you don’t - Borrowings in SMSFs
Author(s):  Graeme COLLEY

Author profile

Graeme Colley
Photo of author, Graeme COLLEY Graeme Colley is a well-known figure in the SMSF community with a long-standing reputation as an accomplished educator, technical expert and advocate for the sector. He is currently an ambassador for the Auditors Institute and Executive Education Facilitator with the AGSM at the University of NSW. He brings over 30 years of taxation and superannuation experience gained from a wide range of senior positions in the public and private sectors. Graeme contributes to many industry publications and is a joint author of the CCH Master Financial Planning Guide and Financial Planning in Australia. In addition to his work with the UNSW, his academic teaching experience extends to the Master of Commerce (Financial Planning) at the University of Western Sydney. Graeme is a qualified SMSF Specialist Advisor (SSA) and a Member of the Chartered Accountants Australia & New Zealand (CAANZ). Graeme's current roles: -Consultant & Ambassador for the Auditors Institute -Executive Education Facilitator with the AGSM at University of NSW - Current at 28 January 2026
Click here to expand/collapse more articles by Graeme COLLEY.
This was presented at NSW 8th Annual Tax Forum .

Get a 20% discount when you buy all the items from this event.

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