Category Archives: Property

Insurance and Limited Recourse Borrowing Arrangements

Nicholas Ali explains the importance of insurance when entering a Limited Recourse Borrowing Arrangement. We receive many queries regarding self-managed super funds (SMSFs) in receipt of insurance proceeds, particularly where an SMSF has entered into a Limited Recourse Borrowing Arrangement (LRBA). With such an arrangement […]

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ATO to rectify LRBA in-house asset glitch

The problem of SMSFs falling foul of the in-house asset rules upon settlement of an LRBA is soon to be resolved. The Australian Taxation Office (ATO) is working towards addressing any in-house asset concerns regarding self-managed superannuation funds (SMSF) in relation to the settlement of […]

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SMSFs and the break-up of property on divorce

Where an SMSF has bought property, the break-up of assets may be problematic during a  Michael Hallinan writes. Marriage and self-managed super funds (SMSFs) are supposed to be long-term structures with economic consequences for the partners involved. Financial advisers have always faced issues around asset […]

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Direct equities, property lure SMSFs

Direct property and direct overseas equities are the two growing areas of interest for self-managed superannuation funds (SMSF), according to a boutique investment manager. Instreet Investment managing director George Lucas said that five years ago, only about 5 per cent of financial planners asked about direct […]

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Financial planners shift away from managed funds

Financial adviser caution generated by the global financial crisis and its continuing aftermath has served to disguise a general shift away from managed funds, according to new research about to be released by Wealth Insights. The research – the Wealth Insights Planner Segmentation Report – […]

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