Author Archives for wybenga_admin

Avoid LRBA structure short cuts

August 25, 2025 12:00 am Published by Comments Off on Avoid LRBA structure short cuts

SMSF trustees using limited recourse borrowing arrangements (LRBA) should avoid trying to cut corners in setting up a trust for the loan, with an SMSF structure expert stating they should set up a dedicated bare trust for each gearing measure.


Challenges with TBC increase for those in pension phase

August 22, 2025 12:00 am Published by Comments Off on Challenges with TBC increase for those in pension phase

The increase in the transfer balance cap from $1.9 million to $2 million is not as simple as it seems, particularly for members already in pension phase, a leading adviser has said.


Death benefits not reliant on probate

August 20, 2025 12:00 am Published by Comments Off on Death benefits not reliant on probate

A retirement savings specialist has confirmed the payment of an SMSF death benefit is not dependent upon any of the procedures associated with the deceased member’s estate.