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

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.