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SMSF Strategies Workshop - Limited Seats available

SS&A Albury Club

12-Nov-2025 08:30 am - 01:30 pm More Info »
Seminar : SMSF Strategies Workshop - Limited Seats available
Venue : SS&A Albury Club
Date : 12-Nov-2025
Timings : 08:30 am to 01:30 pm

The fee for seminar is $55Incl. GST and is tax deductible(Plus Travel).


Topics

  • - Section 67 in Practice – Understanding the restrictions on borrowing in SMSFs.
  • - Case Study Walkthrough – How a real fund successfully structured an LRBA.
  • - LRBA Exemptions Explained – When borrowing restrictions don’t apply.
  • - ATO Guidance & Recent Rulings – Staying compliant while maximizing opportunities.
  • - Risks vs Rewards – What trustees must know before leveraging assets.
  • - Practical Applications – Property acquisition, refinancing, and related-party loans.
  • - Unmasking Common Myths – Clarifying grey areas around LRBAs.
  • - Q&A with Experts – Interactive session to address trustee concerns.

Proposed Agenda

08:30 am to 9:00 am - Registration & Arrival Tea/Coffee

09:00 am to 10:30 am - Technical Session 1

10:30 am - 11:00 am - Morning Tea/Coffee Break

11:00 am - 12:30 pm - Technical Session 2

12:30 pm - 1:30 pm - Lunch

Introduction/Overview

You are invited to attend our SMSF Strategies workshop. Classroom training environment gives you an opportunity to step away from the distractions of your office and learn from our experienced trainer.

This strategies day will include discussions on :

  • Section 67 in Practice – Understanding the restrictions on borrowing in SMSFs.

  • Case Study Walkthrough – How a real fund successfully structured an LRBA.

  • LRBA Exemptions Explained – When borrowing restrictions don’t apply.

  • ATO Guidance & Recent Rulings – Staying compliant while maximising opportunities.

  • Risks vs Rewards – What trustees must know before leveraging assets.

  • Practical Applications – Property acquisition, refinancing, and related-party loans.

  • Unmasking Common Myths – Clarifying grey areas around LRBAs.

  • Future Outlook – How regulatory changes could impact SMSF borrowing.

  • Q&A with Experts – Interactive session to address trustee concerns.

CPD Hours

5 CPD Hours in SMSF

Our sessions are designed to maintain, develop, promote and extend participants professional capabilities, knowledge and skills including keeping up to date with regulatory,
technical and other relevant developments. The content should satisfy the requirements of most recognized professional associations and the Tax agent board’s
requirements for CPE. Participants can claim up to 5 CPD hours on self assessments basis (SMSF Auditors will be able to claim 2 hours in SMSF Audit of the required
8 Hours as per RG 243.99 -101, SISA 128F and SISR 9A.04) where they use professional judgment in deciding that a course has enhanced their knowledge and skills,
regulatory and professional standards to develop strategic solutions to achieve their clients’ goals and needs.

Speaker

Manoj Abichandani
ASIC approved SMSF Auditor, B.Bus(UTS), SMSF Specialist (UNSW) FIPA

Manoj has worked in SMSF space since 1988 and seen changes from the earlier days to a Trillion-dollar retirement pool. Initially he worked as an Accountant in a CA firm in Sydney in the SMSF division
and then in his own CPA firm for 19 years as an advisor to 600 SMSF's on strategic issues.

He has written and regularly updates OnlineSMSFAudit.com.au - an online audit tool which is used by over 460 auditors to audit more than 80,000 funds each year. He is responsible of all SMSF products at
www.trustdeed.com.au whose SMSF deeds are used by more than 10% of all SMSF's.




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