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  Superannuation 2013

Managing the process of limited recourse borrowing arrangements by SMSFs

Source: New South Wales

Published Date: 25 Mar 2013

 

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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 paper 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.
Author(s)

Individual Session

Managing the process of limited recourse borrowing arrangements by SMSFs presentation

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

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Details

  • Published By: Lisa Oddo
  • Published On:25 Mar 2013
  • Took place at:Saxons, Sydney

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