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SMSF Borrowing Memo

SMSF Borrowing Memo
Pricing includes GST
Unless documents are ordered online at an additional $50 fee applies per suite of documents.

The memo is provided as a single use licence for one SMSF for a 12 month period. Further licences can be purchased if required.


  • Overview and guidance on the borrowing rules for SMSFs for limited recourse borrowing arrangements (‘LRBA’)

What’s included

  • A detailed outline of tax considerations (including CGT, GST and stamp duty)
  • A ‘frequently asked questions’ section covering a range of SMSF borrowing strategies and queries
  • An outline of the latest developments in SMSF borrowing, including the latest ATO news
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