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

 

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Presenter: Tim Miller

Cost: Free

Date: Thursday 24th August

Time: 12:30 pm – 1:30 AEST

Register Now

Tim Miller

Tim Miller is one of Australia’s leading SMSF educators and presenters with over 23 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 and is the author of one of the subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, which has also been adopted as part of the CA ANZ SMSF specialist program.

Tim is an SMSF Association Specialist Adviser.

 

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