Information for advice professionals only.
Your clients may establish SMSFs to hold investments supported by borrowing, or to give them the opportunity to do so in the future. In this session we will explore who gearing is suitable for and what alternatives to traditional limited recourse borrowing arrangements (LRBAs) are available via SMSFs. We will touch on issues to be considered when holding direct property, what changes can and cannot be made to the underlying asset, plus total superannuation balance, and control issues to help you manage clients in this space.
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