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Now you see them now you don't - Borrowings in SMSF presentation

Published on 21 May 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • reports and inquiries
  • significance of borrowing in SMSFs
  • SMSFR 2012/1 - single acquirable asset and changes in use
  • untangling an LRBA
  • issues with LRBAs and non-commercial loans
  • legislation on the horizon
  • the budget - what does it mean?

Author profile

Graeme Colley
Photo of author, Graeme COLLEY Graeme is the Executive Manager, SMSF Technical and Private Wealth at SuperConcepts. In that role his responsibilities include the provision of technical and education services to private wealth clients, maintaining the company’s media and corporate profile and its advocacy with government. Graeme has considerable taxation and superannuation experience gained from senior positions in the ATO, as an Assistant Commissioner of the Insurance and Superannuation Commission, ING as well as leading fund managers and consultants, including Macquarie Bank, Mercer and Chartered Accountants ANZ. He is a joint author of the CCH Master Financial Planning Guide and Financial Planning in Australia. His academic experience extends to the ATAX Masters course at UNSW and the Master of Commerce (Financial Planning) course at UWS. - Current at 10 February 2021
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This was presented at NSW 8th Annual Tax Forum .

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

Individual sessions

Division 7A: Putting your hands in the till without getting your fingers burnt

Author(s):  Greg TRAVERS

Materials from this session:

Transfer pricing – ATO perspectives

Author(s):  Michael JENKINS

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Ethics

Author(s):  Gordon S COOPER

Materials from this session:



Navigating the ATO view

Author(s):  Tim Dyce

Materials from this session:






ADR in a tax context from a mediator’s perspective

Author(s):  K. E. LINDGREN

Materials from this session:




Further details about this event:

 

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