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LRBAs – The current state of affairs paper

Published on 06 Mar 19 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what to do when loans mature?
  • what is the current state of play with refinancing options?
  • difficulties with benchmarking related party loans
  • what are alternative financing options when looking at an LRBA
  • interaction with LRBA and TSB and TBA.

Author profile

Michael Harkin
Michael is National Manager for Training and Advice at Topdocs, he is responsible for the development and delivery of technical training and regularly presents at conferences, seminars, professional development days and webinars. Michael is an expert in all aspects of SMSF, Estate Planning and Taxation advice. He has extensive tertiary qualifications and memberships that extend across accounting, superannuation management and financial planning. - Current at 29 May 2019

 

This was presented at 2019 Super Day .

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SMSFs and property

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ATO Update - SMSF regulation emerging issues

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International issues

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Contribution strategies and pensions & SMSFs

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