Please book me for seminar on
Seminar :
SMSF Strategies Workshop - Limited Seats available
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Venue : SS&A Albury Club
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Date :
12-Nov-2025
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Timings :
08:30 am
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01:30 pm
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The fee for seminar is $55Incl. GST and is tax deductible(Plus
Travel).
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Topics
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- Section 67 in Practice – Understanding the restrictions on borrowing in SMSFs.
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- Case Study Walkthrough – How a real fund successfully structured an LRBA.
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- LRBA Exemptions Explained – When borrowing restrictions don’t apply.
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- ATO Guidance & Recent Rulings – Staying compliant while maximizing opportunities.
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- Risks vs Rewards – What trustees must know before leveraging assets.
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- Practical Applications – Property acquisition, refinancing, and related-party loans.
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- Unmasking Common Myths – Clarifying grey areas around LRBAs.
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- 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 :
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Section 67 in Practice – Understanding the restrictions on borrowing in SMSFs.
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Case Study Walkthrough – How a real fund successfully structured an LRBA.
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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.
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Future Outlook – How regulatory changes could impact SMSF borrowing.
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Q&A with Experts – Interactive session to address trustee concerns.
Benefits/learning outcomes
Recommended For
Session Notes
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.
Attendee Requirements
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.
Total Amount Payable : $0 (Incl GST)
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