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Smsf Borrowing

Smsf Borrowing

15 Dec 2014
Long-awaited decisions on SMSF borrowing issued
ATO ID 2014/39 and ATO ID 2014/40 both confirm that nil-interest borrowings from related parties can cause non-arm’s length...
11 Dec 2014
Townsend slams FSI’s ‘bias’ stance on SMSF borrowing
The FSI's recommendation to ban direct borrowing in SMSFs is based on an ‘inconsistent’ and ‘flawed approach’ to the ...
9 Dec 2014
Gadens slams Murray’s call to ban SMSF borrowing
International law firm Gadens has slammed the FSI’s recommendation to ban direct borrowing by SMSFs, saying it is likely to...
7 Dec 2014
FSI hands down borrowing in super recommendation
After months of speculation, the Financial System Inquiry has this morning handed down its final recommendation on borrowing ...
1 Dec 2014
Govt warned against banning SMSF borrowing
Borrowing in superannuation was introduced for “sound” reasons and its prohibition could see “fantastic” benefits wit...
24 Nov 2014
Opportunity for young advisers in SMSF borrowing
Limited recourse borrowing arrangements (LRBAs) are likely to continue growing in popularity among the under 50s in coming ye...
20 Nov 2014
AMP favours ‘tightening’ of SMSF borrowing rules
AMP SMSF has stated it is in favour of tightening the rules around borrowing in SMSFs and has backed ASIC’s recent crackdow...
12 Nov 2014
The 'risk' of SMSF borrowing
Try as they might, the economists and pundits representing the APRA funds and large fund managers cannot prove that borrowing...
30 Oct 2014
New data shows SMSF borrowing, cash holdings decrease
SMSF trustees are turning away from their cash holdings and borrowing arrangements as contribution levels climb, according to...
2 Sep 2014
Licensee reports SMSF borrowing uptick
Diversified financial services company Omniwealth has seen a rise in consumer enquiries regarding borrowing within SMSFs, but...
1 Sep 2014
Trustee urges review of super borrowing
Financial System Inquiry chair David Murray is being encouraged to consider allowing “struggling Australians” to draw on ...
28 Aug 2014
CAANZ reiterates calls for review of borrowing
Chartered Accountants Australia and New Zealand (CAANZ) has encouraged the Financial System Inquiry (FSI) to recommend a “c...
7 Aug 2014
SMSF appetite for borrowing waning
New research from Investment Trends shows a significant drop in the number of trustees looking to borrow within their superan...
17 Jul 2014
FSI mulls prohibition of borrowing in super
The Financial System Inquiry panel has sought feedback on restoring the general prohibition on direct leverage in superannuat...
9 Apr 2014
SMSF borrowing growing faster than you think
Growth rates imply that SMSF borrowings could now easily be over $10bn and growing very, very fast – faster than even the ...
20 Mar 2014
MFAA hits back at ICAA on SMSF borrowing
The Mortgage & Finance Association of Australia (MFAA) has rejected the Institute of Chartered Accountants Australia's (I...
27 Feb 2014
Non-lodgement to affect property borrowing
The ATO’s recent decision to remove SMSFs that are behind in their lodgements from the Super Fund Lookup website will be a ...
21 Feb 2014
Govt rules out limited recourse borrowing review
Assistant Treasurer Arthur Sinodinos has announced the government is not looking to conduct a specific review of limited reco...
14 Jan 2014
SMSF borrowing growth not ‘irresponsible’
In light of recent statistics from the ATO, there is no indication SMSF borrowing numbers are either “exponential or irresp...
7 Jan 2014
ICAA pushing for borrowing review
The Institute of Chartered Accountants Australia (ICAA) will be pushing for a review of borrowing in superannuation in 2014 a...


Finally, after every week being inundated with "SMSF borrowing risks" and literally every financial journalist saturating media outlets with the same thing over, and over, and over again. Not to menti.....smsf borrowing risks" and literally every financial journalist saturating media outlets with the sam...
Whilst I actually agree that, as a benchmark, $500k is about the minimum we look at before recommending an SMSF, Barker's analysis is significantly lacking:1. Why compare to collective funds' Investme.....smsf borrowing in the 5 years to 2012. This is a 5 year period that started shortly after s67(4A) wa...
D Ubious
Why would the MFAA say this is working well? The fee structure for setting up a loan within a SMSF is a joke. The higher loan rates are a joke. The financial planner fees the banks insist on are a jok.....smsf borrowing, but I with the suckers born every minute would ease up a little.

I was a skeptic when SMSF borrowings was introduced, but to be honest I have not seen this piece of legislation being systematically abused. In fact, the only three occasions where I have seen complia.....smsf borrowings was introduced, but to be honest I have not seen this piece of legislation being sys...

Do any of your clients have related party LRBAs?

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