ATO Practical Compliance Guideline (PCG 2016/5) looks to provide practical guidance to assist taxpayers in complying with relevant tax laws when utilising a limited recourse borrowing arrangement (LRBA) to acquire real property (residential or commercial).

How do you stay up-to-date with recent changes? As the Trustee for your SMSF, you have a number of legal obligations.

At Dangerfield Exley Lawyers, we can help ensure your clients’ SMSF strategies are legally compliant from the outset.

As an accountant, broker or financial planner, your clients rely on your advice and expertise. If your clients act on incorrect legal advice when purchasing a property through their SMSF, they could be faced with:

Before signing-up an SMSF purchaser to a listing you manage, we recommend you review our essential 9-point checklist. It will help you ensure the sale closes quickly and without unnecessary complications.

Before going ahead with your SMSF investment purchase, we recommend you review this essential 9-point checklist.