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Recorded Webinars

Recorded Webinar: Life After LRBAs: What Comes Next for SMSF Property

The ban on new limited recourse borrowing arrangements (LRBAs) for residential property inside SMSFs is now law, fundamentally changing how accountants advise clients on property investment through super. The focus has shifted from establishing new borrowing arrangements to managi
PRESENTED BY Philippa Briglia Special Counsel - Sladen Legal , Melbourne

Date/Time

About the Webinar

The ban on new limited recourse borrowing arrangements (LRBAs) for residential property inside SMSFs is now law, fundamentally changing how accountants advise clients on property investment through super. The focus has shifted from establishing new borrowing arrangements to managing grandfathered loans, navigating refinancing, avoiding compliance pitfalls and reassessing long-term investment strategies. This session explains exactly how the new regime operates, the clients who remain protected, and the practical opportunities and risks that now arise, including:

  • What the amendment to s67A(2) of the SIS Act actually prohibits — and the transactions that remain permissible
  • Grandfathering explained: which existing residential LRBAs continue to qualify, where protection is lost and the practical traps advisers need to identify
  • Refinancing existing residential LRBAs: what is permitted, the conditions that must be satisfied and common misconceptions
  • Why commercial and business real property LRBAs remain available — and whether they will become the preferred borrowing strategy for SMSF clients
  • How the residential LRBA ban interacts with the new CGT discount rules and negative gearing reforms, and the combined impact on SMSF property strategies
  • Advising clients who missed the transition window or chose not to act: documentation, file management and managing professional risk
  • Ongoing management of grandfathered residential LRBAs, including refinancing, succession planning and exit strategies
  • A practical review framework for identifying at-risk clients, ensuring ongoing compliance and adapting SMSF property advice under the new rules

Presented By

Philippa Briglia
Special Counsel, Sladen Legal Melbourne, Vic.

Philippa is a special counsel in Sladen Legal’s business law team and works primarily in the areas of superannuation, succession planning, and trust law.

She has extensive experience in advising on the superannuation regulatory framework, particularly in an SMSF context. She regularly provides advice on complex structures and arrangements involving SMSFs and SMEs. 

Philippa has also worked as senior in-house legal counsel at a leading industry super fund, adding to her wealth of experience in all things superannuation.

Philippa brings a commercial approach to complex technical issues and loves helping clients to reach great practical outcomes.

Philippa’s principal areas of practice include:

  • Superannuation law compliance advice
  • SMSF establishment and structuring
  • SMSF succession planning
  • Superannuation death benefits
  • Non-arm’s length income
  • Superannuation guarantee and Part 7 penalties
  • Responses to ATO reviews, audits and position papers
  • Legacy pensions

Who Should Attend?

This webinar is suitable for accountants advising in SMSF matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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