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These notes are intended to be a guide only. None of the comments contained in these seminar notes are intended to be advice, whether legal, financial or professional. You should not act solely on the basis of the information contained in these notes because many aspects of the material have been generalised and the tax laws apply differently to different people in different circumstances. Further, as tax and related laws change frequently, there may have been changes to the law since the notes were written. Specific advice should always be obtained from a tax professional.

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Notes Online Home 2022 Super Schools Day 2 Wealth creation strategies for clients in accumulation
‘Unlock’ equity in a client’s home and arrange for their SMSF to buy an investment property

This segment of the seminar notes will address the latest guide on how to ‘unlock’ equity in a client’s home and arrange for their SMSF to buy an investment property. In particular, the following: 

  • Overview of the LRBA borrowing exception 
  • How do the NALI rules apply to related party LRBAs?
  • What are the benefits of acquiring an investment property in an SMSF (as opposed to acquiring it outside the fund)

Chapters and Articles in 2022 Super Schools Day 2