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111005
Individual Podcasts

Structuring SMSF Borrowings: Getting It Right to Avoid NALI Traps

Self-managed superannuation funds can borrow to acquire investment assets through limited recourse borrowing arrangements, but any loan terms or asset purchases that aren't at arm's length can trigger devastating tax consequences. This program explores how advisers can best protec

Date/Time

About the Podcast

Self-managed superannuation funds can borrow to acquire investment assets through limited recourse borrowing arrangements, but any loan terms or asset purchases that aren't at arm's length can trigger devastating tax consequences. This program explores how advisers can best protect their clients when structuring SMSF borrowings.

Presented By

Darren Chinnappa
Partner, Nexia Sydney, NSW

Darren has been at Nexia Sydney for over 16 years during which he has developed expertise in Superannuation (in particular SMSFs), across both accounting and financial planning facets, enabling him to provide a unique and holistic service offering to clients.

Darren graduated UNSW with a Bachelor of Commerce (Accounting & Finance Majors), and has since completed several post graduate qualifications to become a Chartered Accountant SMSF Specialist and a Certified Financial Planner. This has enabled him to develop from a superannuation accountant assisting clients with their tax compliance needs, to also becoming their trusted financial advisor providing holistic advice including structuring/tax minimisation, retirement planning, investment, risk management and estate planning strategies.

It is important to strike a happy balance between enjoying life now and building towards a comfortable retirement, which is where Darren believes he adds value to his clients by keeping them up to date with changes to legislation and on track to achieve their goals by providing them with advice through their various life stages towards retirement and beyond.

CPD Information

18 minutes 

0.3 CPD hours/units/points

WA Lawyers – TEN is unable to verify that you have earned CPD for this product as we cannot verify that you have listened to the podcast which is a requirement of the LPBWA.  TEN is an accredited provider.
 

Enquiries/Assistance

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