SMSF Q&A: LRBAs & ATO Safe Harbour
Facebook SMSF Q&A / Limited Recourse Borrowing Arrangements / Professionals / SMSF / SMSF Compliance

SMSF Q&A: LRBAs & ATO Safe Harbour

  Last week saw the ATO provide an extension of time through to 31 January 2017 for SMSF trustees to have their existing related-party LRBA loans comply with terms that would demonstrate an arm’s length dealing for income tax purposes.  This may be demonstrated by falling into line with the safe harbour guidance provided within Practical … Continue reading »

SMSF Q&A: Federal Budget and $1.6m pension transfer cap amount
Facebook SMSF Q&A / Federal Budget / Pensions / SMSF

SMSF Q&A: Federal Budget and $1.6m pension transfer cap amount

  My focus has been to make a positive impact when it comes to self-managed super funds.  Through professionals and trustees, I use my blog and regular training to reach a goal of having a positive impact on the retirement savings of more than 200,000 SMSFs.  It’s a big number, but in my view reachable given the breadth … Continue reading »