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Showing 61 - 70 of 72 results for "Limited Recourse Borrowing"

MFAA offers new SMSF training programs

JAMES FERNYHOUGH  |  MONDAY, 27 MAY 2013
... credit advisers. The programs aim to improve participants' understanding of their role in setting up Limited Recourse Borrowing Arrangement's (LRBA's) and ongoing management of the LRBA. They will also focus on how to ascertain the borrower's lending ...

MFAA to train advisers on direct property for SMSF

LAURA MILLAN  |  FRIDAY, 26 APR 2013
... training involves two different programs, one for advisers who want an understanding of SMSF lending and limited recourse borrowing and one for those who want to both understand and project manage the end to end SMSF lending project. The program is expected ...

Interest rate cuts drive SMSFs to FI, property

LAURA MILLAN  |  TUESDAY, 12 FEB 2013
... property investment, which increased 1.1% for the quarter. The survey also found an increase in the use of limited recourse borrowing arrangements, up 5% on the last quarter to 29% of SMSF direct properties. However, asset allocation to Australian equities ...

SPAA backs limited recourse borrowing rule changes

MARK SMITH  |  TUESDAY, 15 JAN 2013
The SMSF Professionals' Association of Australia has backed the government's plan to redefine limited recourse borrowing arrangements as financial products. Based on proposed changes, only fully-licensed financial planners would be able to advise on ...

Understand borrowing laws warns ATO

BEN COLLINS  |  THURSDAY, 22 NOV 2012
... of Australia (SPAA) sent out a fact-sheet highlighting the risks trustees face when entering into a limited recourse borrowing arrangement (LRBA). "A gearing strategy can assist people grow their retirement savings, but there are significant risks that ...

ATO clarifies borrowing issues for SMSFs

RACHEL DAVIS  |  THURSDAY, 24 MAY 2012
... separate assets at law but because they are inseparable then they will be treated as a single asset for limited recourse borrowing purposes. It has also distinguished between repairs as something that reinstates the function of the asset compared with ...

Property-reliant SMSFs face potential risks

MELANIE TIMBRELL  |  TUESDAY, 31 JAN 2012
... portfolio analysis recorded a marginal rise in property holdings, attributed to the clarification of the limited recourse borrowing rules by the Australian Taxation Office in September 2011. "It's not a bad idea if you are a business owner and you're ...

SMSFs shift focus to property

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... trustees are slowly embracing property investments for fund investment strategies after the passing of limited recourse borrowing rules, although cash still holds allocation majority. According to information released in the latest Multiport SMSF portfolio ...

SMSFs given leeway on property assets

MATT WOODINGTON  |  WEDNESDAY, 14 SEP 2011
... national technical director, SPAA. "This made it very difficult for SMSF trustees and advisers to use the limited recourse borrowing arrangement rules to invest in certain assets to build for their retirement," he said. The ATO now accepts that a property ...

Planners commission ban skips property

ELISE BURGESS  |  MONDAY, 30 MAY 2011
... that want to enter this space need to ensure their dealer group allows such recommendations and SMSF limited recourse borrowing arrangements comply with their requirements. "This is a specialised area of advice and needs to encompass broader planning ...