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Recorded Webinars

Recorded Webinar: Future Use of LRBA Arrangements in SMSFs

Using SMSFs specifically to invest in property through LRBAs have been beset by problems. This session looks at whether this has changed and the challenges ahead, including: Is investing in property using a LRBA a dying art? Ensuring you acquir

Date/Time

About the Webinar

Using SMSFs specifically to invest in property through LRBAs have been beset by problems. This session looks at whether this has changed and the challenges ahead, including:

  • Is investing in property using a LRBA a dying art?
  • Ensuring you acquire a permitted asset
  • Setting up borrowing under 13.22c regulations
  • Will third party lenders still come to the party?
  • LRBAs and related party loans – is this viable and worth the trouble?
  • Establishing the arm’s length term of the loan – a bridge to far?
  • How do you get evidence of benchmarking in relation to the loan?
  • Use of LRBAs and impact on transfer balance cap
  • Spotlight on intermediary debt arrangements

Presented By

Andrea Carrick
Director, SMSF Specialist Advisor, AG Tax Lawyers Melbourne, Vic

Andrea has over 18 years of experience advising SMEs and high net worth individuals in all areas of taxation including income tax, CGT, GST and state taxation matters. She advises both corporate and private family businesses across a wide range of industries, focusing on complex business restructuring, commercial transactions and estate and succession planning. Andrea also has a wealth of experience liaising and negotiating with the ATO and Revenue Offices on behalf of clients in audits, investigations, objections and private ruling applications.

Andrea has a keen focus on superannuation, particularly in respect of SMSFs. She has extensive experience advising SMSF trustees and their advisers in regulatory and compliance matters and maximising opportunities for members with the intersection of the Small Business CGT Concessions and Superannuation. Andrea recognises the value of practical advice and is passionate about making these complex areas of tax and superannuation user friendly and accessible.

Andrea is a regular presenter for the TEN The Education Network, Legalwise Seminars and CPA tax discussion groups.

Who Should Attend?

This webinar is suitable for accountants advising in superannuation matters – Australia wide. FASEA – category “Technical Competence” – 1 hour. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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