Limited Recourse Borrowing Arrangements / Professionals / SMSF / SMSF Compliance / Trustee education

How does a SMSF limited recourse borrowing arrangement work?

This short video explains how a SMSF limited recourse borrowing arrangement works in accordance with section 67A of the Superannuation Industry (Supervision) Act 1993. This is the first of many short videos that I will start producing on various SMSF topics and strategies can be used. Let me know what you think by rating the … Continue reading »

Announcements / Limited Recourse Borrowing Arrangements / SMSF / SMSF Strategy / Webinars

Last chance to register for SMSF Limited Recourse Borrowing Webinar

I am pleased to advise that the next SMSF InPractice Webinar will be on the hot topic of Limited Recourse Borrowing Arrangements. With the recent release of the much publicised draft SMSF Ruling, SMSFR 2011/D1, this webinar is not to be missed as we explore the impact of the Commissioner’s changing views surrounding some of the key … Continue reading »

ATO / Limited Recourse Borrowing Arrangements / Professionals / SMSF / SMSF Strategy / Trustee education

Will improvements create greater risks for SMSF borrowing?

The recent positive news in SMSFR 2011/D1 to be able to improve an asset acquired using a limited recourse borrowing has been widely applauded within the industry. Clarity to improve an asset with the cash resources of the SMSF to the extent that the asset does not become a different asset, has already sparked significant … Continue reading »

Announcements / Limited Recourse Borrowing Arrangements / Professionals / SMSF / SMSF Strategy / Trustee education

The launch of the SMSF Academy

Yesterday was a landmark day for me both personally and professionally, with the official launch of The SMSF Academy.  This launch coincided with our inaugural training event in Sydney, the SMSF Limited Recourse Borrowing day. It was a resounding success, with extremely positive feedback about the quality of content, presenters, and tools to assist practitioners from … Continue reading »

Events / Limited Recourse Borrowing Arrangements / Professionals / SMSF

SMSF Limited Recourse Borrowing day receives 7.5 CPD points from SPAA

I am pleased to advise that we have today received confirmation that the SMSF Limited Recourse Borrowing day is now an endorsed Continuing Professional Development event and has received 7.5 CPD points from the SMSF Professionals Association (SPAA). Find out further information about the SMSF borrowing day. Sydney – Tuesday, 24 May 2011 Melbourne, Thursday, … Continue reading »

Limited Recourse Borrowing Arrangements / Professionals / SMSF

Understanding SMSF loan products

I’ve spent the past week presenting at professional development days for National Mortgage Brokers (NMB) on the topic of SMSF borrowing.  As part of these PD days I’ve had the opportunity to hear from many of the major financial institutions about their SMSF loan products. What resonated most with me hearing from the banks is … Continue reading »

Announcements / Limited Recourse Borrowing Arrangements / Professionals / SMSF

Have you registered for the SMSF Limited Recourse Borrowing day?

Watch my latest video that provides further details about The SMSF Academy Limited Recourse  Borrowings days: Sydney – Tuesday, 24 May 2011 Melbourne – Thursday, 26 May 2011  Find out more about the SMSF Limited Recourse Borrowing day. Like this:Like Loading… Continue reading »