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SMSF borrowing - what now? presentation

Published on 02 May 13 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Your new client has an SMSF with a limited recourse borrowing arrangement inplace. You want to ensure the LRBA “stacks up” and continues without incident. This case study based presentation provides tools for risk managing existing LRBAs and possible solutions where particular LRBAs become untenable.

Topics covered include:

  • accounting and taxation considerations
  • improvements and repairs
  • pensions/liquidity
  • death insurance
  • terminating the arrangement

Author profile:

Neil OAKES
Neil Oakes FTIA is a Chartered Accountant with Perks where he specialises in providing tax consulting advice to a wide range of small, medium & large enterprises. As Senior Manager with the Tax Technical Division, Neil draws on both his general business advisory experience as well as his specialist tax experience to provide clients with commercially focused strategic taxation advice.
Current at 26 May 2008
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This was presented at 46th South Australian Convention .

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Individual sessions


SME risk differentiation framework

Author(s):  Scott BRYANT,  Michael CRANSTON

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