The SMSF Experts Podcast 11: Can an SMSF Borrow?

Shelley Banton

15 February 2024

Shelley is joined by Aaron Dunn, CEO and Co-founder of Smarter SMSF, to discuss the intricacies and limited circumstances under which an SMSF is permitted to borrow. They deep dive into the complexities of ATO rulings, consider the difficulties of an SMSF borrowing and provide expert insights into the technical and practical aspects of:

How the SIS rules impact borrowings
Identifying special carveouts for temporary borrowings
Navigating LRBA compliance

Listen On: Apple Podcasts, Spotify , Amazon Music, iHeartRadio, Deezer, Simplecast, Google

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