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  Superannuation 2012

Limited Recourse Borrowing Arrangements by SMSFs - In practice

Source: New South Wales

Published Date: 30 Aug 2012

 

The implementation of a LRBA by an SMSF is a very complex transaction since there are a minefield of issues and traps which need to be considered. The successful implementation of these arrangements requires the practitioner to be up to date and on top of their game. Getting it wrong can have devastating consequences. This presentation covers:

  • Practical issues, common errors and traps with implementation
  • The role of the accountant, lawyer, financier and financial planner
  • Overview of the recently finalised SMSFR 2012/1
  • Loan and security documents and dealing with the financier
  • New stamp duty concessions and dealing with the OSR.

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Author(s)

Individual Session

Limited Recourse Borrowing Arrangements by SMSFs - In practice

Author(s): Lisa Oddo
Materials from this session:

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Details

  • Published By: Lisa Oddo
  • Published On:30 Aug 2012
  • Took place at:Sofitel Sydney

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