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Showing 61 - 70 of 76 results for "Limited Recourse Borrowing"

La Trobe launches SMSF loan product

MARK SMITH  |  MONDAY, 11 NOV 2013
... clients' needs." La Trobe Financial's senior vice president and chief investment officer Paul Wells said. Limited recourse borrowing arrangements within SMFS have grown in popularity since they were allowed by a 2007 government rule change. La Trobe ...

Xpress Super adds direct property to SMSF platform

JAMES FERNYHOUGH  |  TUESDAY, 27 AUG 2013
... added direct property to its suite of investments. The new option will allow SMSF trustees to access limited recourse borrowing arrangements (LRBAs) through two lenders, St George Bank and Macquarie Bank. Xpress Super will provide the tax and accounting ...

SMSF contributions down 25%, AMP survey finds

JAMES FERNYHOUGH  |  MONDAY, 19 AUG 2013
... Investment in property meanwhile stayed at much the same level. However, the number of funds using limited recourse borrowing arrangements (LBRAs) fell slightly to 15.4%.

OneVue strenghtens platform offering

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... everything in WRAP+ and allow for more sophisticated investments such as direct property, loans including limited recourse borrowing arrangements, collectibles, non custodial shares, warrants and structured products. The packages will apply to all new ...

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 ...