Key concepts of SMSFs and LRBAs


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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22 Nov 2023

This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.

10 Oct 2023
SMSF trustees are required to prepare, give effect to, implement and regularly review their funds investment strategy. In this session we will explore what is required to ensure SMSF trustees have a plan in place for investing plus more.
13 Sep 2023
For our next BT Academy Episode (84) Matt Manning BT Technical Consultant will be presenting "I've got my mind debt on you!" This case study-based session examines advice opportunities involving debt.

The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.