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SMSF limited recourse borrowing - The old, the new and the controversial presentation

Published on 27 Oct 10 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the borrowing exceptions - old and new
  • borrowing to acquire which assets?
  • typical structure - direct borrowing
  • structure - indirect borrowing
  • limited recourse
  • security - charges over assets.

Author profile

Philip Broderick CTA
Phil is a Principal, and heads the superannuation team at Sladen Legal. He provides advice to SMEs and high net worth individuals in relation to superannuation, SMSFs, estate planning, trusts, business structuring, duty and tax. Phil is a member of The Tax Institute's Superannuation Committee, National Superannuation Convention Committee and the Victorian Superannuation Education Sub-committee. He is also the chair of the Technical Committee for the Self-managed Independent Superannuation Funds Association (SISFA) and a regular attendee at the meetings of the ATO's Superannuation Industry Relationship Network (SIRN). Phil is a regular speaker and author of numerous articles. He has also lectured on superannuation for The Tax Institute's Applied Tax course. - Current at 19 June 2017
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