Professionals / SMSF / SMSF Strategy

Buying "off-the-plan" with limited recourse borrowing arrangements

Recent media suggests rapidly growing interest in the use of limited recourse borrowing arrangements to acquire property using a Self Managed Super Fund. One of the more common ways people are acquiring property is through “off-the-plan” (OTP) developments, whereby the SMSF signs a contract for the vendor to deliver at settlement a completed apartment. How an … Continue reading »

SMSF / SMSF Strategy / Trustee education

Video Blog – Understanding SMSF Limited Recourse Borrowing Arrangements

The latest edition to my video blogs is now available, which focuses on the topic of understanding SMSF limited recourse borrowing arrangements.  This looks at how superannuation law applies to these arrangements post 7 July 2010. You can also access further information on this topic by listening to my previously recorded webinar, “SMSF borrowing strategies“. … Continue reading »

20 things you need to know about undertaking borrowing inside a SMSF to acquire property
Professionals / SMSF / SMSF Strategy / Trustee education

20 things you need to know about undertaking borrowing inside a SMSF to acquire property

  Borrowing inside a SMSF has been an attractive option for many people considering the acquisition of property, whether it be commercially (i.e. for their business) or for residential investment.  Whilst SMSF borrowing can be an attractive option to consider, it has a range of important features that people need to be aware of when … Continue reading »

Important changes about to be introduced for SMSF Instalment Warrants
Professionals / SMSF / SMSF Strategy

Important changes about to be introduced for SMSF Instalment Warrants

Yesterday saw an important step forward for the use of instalment warrant lending inside Self Managed Super Funds with the introduction of Superannuation Industry (Supervision) Amendment Bill 2010.  There have been more questions than answers since Taxpayer Alert TA2008/5 was issued by the ATO (along with an extensive Q&A document).  Then subsequent to that, the ATO … Continue reading »