In this session, Phil Broderick will examine a number of current and topical issues in relation to limited recourse borrowing arrangements (LRBAs), including:
The LRBA COVID relief measures
Can you still qualify for the ATO’s safe harbour if you apply the COVID relief
The interaction of the safe harbour rules, COVID LRBA relief, Division 7A and COVID Division 7A relief
Intermediary LRBAs - are they worth it?
Refinancing LRBAs - how can it be done?
NALI/NALE and LRBAs - where are we at?
Who should watch
SMSF advisors, financial planners, SMSF auditors, SMSF trustees, tax agents, accountants, lawyers and those interested in SMSFs.
Level of expertise
This webinar is for persons with some knowledge or interest in self managed super funds and looking to improve their knowledge.
Presenter
Phil Broderick
Principal
Phil heads Sladen Legal’s superannuation and state taxes teams. He is a Chartered Tax Advisor (CTA), a SMSF Specialist Advisor (SSA) and a member (and past member) of multiple superannuation related committees. Phil is a regular author and presenter. He frequently liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws.
Phil’s clients include private business owners, accountants, financial planners, self managed superannuation fund (SMSF) trustees and high and medium net worth individuals. He has also acted for industry and retail superannuation funds.
Phil prides himself in providing solutions and structuring for clients in a holistic manner taking into account each client’s situation and structure. He has, on numerous occasions, successfully objected against, and negotiated with, with the ATO in superannuation related matters and the Victorian State Revenue Office (SRO) in relation to state taxes matters (duty, payroll tax and land tax in particular).
Phil is listed in the 2020 and 2021 Best Lawyers Australia for Superannuation Law and was the winner of the SMSF Association’s SMSF Specialist Advisor (SSA) Top Achiever Award in 2019. His articles have featured in The Tax Institute’s Taxation in Australia Journal and CCH’s Super News. He has also presented at seminars and conferences conducted by The Tax Institute, the Television Education Network and various accounting bodies.