Borrowing in a SMSF

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About this Course

Borrowing in a SMSF


This lesson provides an insightful overview of borrowing within a Self-Managed Superannuation Fund (SMSF). It covers the benefits, risks, and legal considerations of using borrowed funds to enhance investment opportunities. The course delves into Limited Recourse Borrowing Arrangements (LRBAs), property and share investments, and the importance of complying with SMSF regulations. Additionally, it emphasizes strategies for managing borrowed funds, tax considerations, and leveraging for long-term financial growth. By the end, trustees will be equipped to make informed decisions about borrowing in their SMSF for maximizing returns and minimizing risks.

Salient Features
  • Insight into borrowing to invest in property and shares to enhance portfolio diversification.

Requirements

None

Section

  • 1 Sections