Finance Investment Superannuation

SMSF borrowing - What now?

Source: South Australia

Published Date: 2 May 2013


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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 paper 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.

Individual Session

SMSF borrowing - What now?

Author(s): Neil Oakes CTA
Materials from this session:


  • Published By: Neil Oakes CTA
  • Published On:2 May 2013
  • Took place at:Novatel Barossa Valley Resort

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Finance Investment Superannuation 2013

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