Webinar – The Latest Intel on LRBAs

 

In this upcoming webinar, Tim Miller from Smarter SMSF we will be exploring a number of current and emerging issues to give you the latest intel of what’s happening with assets acquired under s.67A & 67B, including:

  • The use of intermediary LRBAs, and their impact on a member’s Total Super Balance (TSB)
  • What needs to be considered with the ATO safe harbours for related party loans in a rising interest rate environment (also where Div7A rules apply)
  • The impact of the recent findings by the Council of Financial Regulators (CFR) into the use of LRBAs by SMSFs
  • Structural considerations for when the loan has been repaid

Tim will use a range of examples throughout the session to illustrate each of these topics further.

Leaning Outcomes:

At the end of this webinar, participants will have an appreciation for:

  • The impact of increasing interest rates on safe harbour LRBAs
  • The difference between intermediary and standard LRBAs
  • The difference between intermediary and standard LRBAs
  • The in-house asset exemption and exiting LRBAs

 

Disclaimer: By registering, you consent to receiving communications regarding SuperGuardian’s services, including education, newsletter and general marketing communications.

Presenter: Tim Miller

Cost: Free

Date: Thursday 24th August

Time: 12:30 pm – 1:30 AEST

Register Now

Tim Miller

Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry.  His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999.  In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.

Facebook Twitter Linkedin

AFSL 485643
Copyright © 2019 – 2021 SuperGuardian Pty Ltd ABN 57 113 986 968
Liability limited by a scheme approved under Professional Standards Legislation

Privacy Policy    •    Careers

Disclaimer: Any information that is financial product advice is provided by SuperGuardian Pty Ltd (AFSL No. 485643 ). The advice provided is general in nature and is not personal financial product advice. The advice provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to SuperGuardian FSG https://www.superguardian.com.au/pdfs/Financial-Services-Guide.pdf for contact information.

By accessing and/or using information at or through this site each user waives and releases SuperGuardian to the full extent permitted by law from any and all claims relating to the usage of the material made available through the website. In no event shall SuperGuardian be liable for any incident or consequential damages resulting from use of the material.