Get practical information from the experts in Super Fund Borrowing
Duration: 1 hour (45 minute presentation, 15 minute question time)
Cost $55.00
With Super Fund borrowings continuing to increase, your clients will be looking to you for advice and assistance with their SMSF Borrowing transactions.
To provide the best advice to your client’s you need to be aware of the ATO and lender requirements pertaining to these transactions as well as the steps required to ensure your client’s borrowing is a smooth and successful process.
This comprehensive and practical presentation will arm you with the knowledge and tools required to ensure your clients receive the maximum benefit from this investment strategy.
Some of the Topics covered will include:
- The practical steps required to facilitate the acquisition of an asset via a SMSF Borrowing;
- The legislative and structural requirements, including the Bare Trust and the Super Fund;
- The ATO’s views on assets that can be acquired, refinancing, guarantees and more;
- The requirements of the bank lenders as well as related party loans;
- Practical issues you should be aware of, such as who should be the Bare Trustee and who should sign the contract for purchase.
If you haven’t participated in a webinar before, a webinar is a presentation over the internet, where you see the presentation on your computer, and listen in via telephone. Read the rest of this entry »