Funding SMSFs - Webinar Recording

Presented by: Allan Swan

Contribution, LRBA & transfer balance caps have created major obstacles for building up significant funds in SMSFs. This webinar looks at options for navigating through the caps.

SMSF funding constraints

- Non-concessional contribution cap
- 3rd party funded LRBA constraints – pension phase
- Related party funded LRBA constraints – both phases
- Transfer balance cap
- Penalty rates for non-arm’s length income

Possible funding alternatives – real estate only
- Reg 13.22C ungeared unit trusts
- Tenancy in common ownership

Possible funding alternatives – all assets
- Non-associate “controlled” geared unit trusts
- Co-investors holding redeemable preference shares or units
- Terms contracts (with subsequent sell down of other assets)

Alternatives to funding life insurance premiums out of contributions

Recorded on Tuesday, 28 August 2018

1.5 CPD Hours

Funding SMSFs

Regular price: 99.00

 View Cart

Become a
member today.

Need more information? Click here to view membership benefits or get in touch to discuss how being a member can help you in your role.

Join us