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Self manged funds–The new borrowing rules presentation

Published on 09 Oct 08

This presentation provides an explanation of the new borrowing rules for superannuation funds including:

  • what assets can be purchased
  • what is a limited recourse borrowing
  • ATO view on related party loans and personal guarantees
  • tax implications
  • what are the alternatives.

Author profile:

Author Photo - Allan McPherson CTA
Allan McPherson CTA
Allan is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Allan has been involved in the superannuation industry for over 30 years and is well known for his development of retirement and superannuation related strategies. He comes from a taxation related background having worked at the Australian Taxation Office and the tax division of a large chartered accounting practice as a tax consultant, prior to establishing his own practice. Allan is a regular presenter of papers and superannuation workshops for the many professional bodies in Queensland and the southern states. Current at 07 September 2016 Click here to expand/collapse more articles by Allan MCPHERSON.

This was presented at Tax Intensive.

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Individual sessions

The end game - Extracting value

Author(s):  David MARSCHKE

Materials from this session:

Self manged funds–The new borrowing rules

Author(s):  Allan MCPHERSON

Materials from this session:

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