Tax and Business Compliance Services

SMSF Borrowing Arrangements

Superfund trustees can use limited recourse borrowing arrangements to fund the purchase of assets to be held in a separate trust.  Investment returns earned from the asset are retained by the SMSF trustee.

Limited recourse borrowing arrangements are generally  long-term investments.  It’s important to evaluate the costs of the loan, any insurance over the asset that may be required, and the anticipated return on the investment as part of the due diligence process to ensure the investment is appropriate for your circumstances.

PJT can assist in this process, and in setting up the limited recourse borrowing documentation for your self managed superfund.

Your specialist PJT advisor can talk with you about your plans to ensure this path suits your goals.

Talk to PJT's specialists today about how we can help you and your business.

Our Team

How We Work
Success Stories
Switch to PJT
Book A Consultation
Subscribe to Our Newsletter
CONTACT US

What Client's Say

  • "PJT has always provided exceptional accounting service and advice relating to business operation, planning, taxation, investment and more."

    ,
  • "The principals and staff are always approachable and display a sincerity in your business and situation."

    ,
  • "PJT have made our life of running our own business much easier, knowing they are up to date with the latest in tax laws, and happy to help out with any queries we have

    ,
  • "PJT has always provided exceptional accounting service and advice relating to business operation, planning, taxation, investment and more."

    ,
  • "The principals and staff are always approachable and display a sincerity in your business and situation."

    ,
  • "PJT have made our life of running our own business much easier, knowing they are up to date with the latest in tax laws, and happy to help out with any queries we have not matter how small."

    ,

Read the Latest News

Improving Your Business Financials

The day to day operations will take most of a hotel owner or manager’s time and rightfully so. The more activity going on in the hotel, should mean an increase in the business’ bottom line. ...

Success Story - Hotel Client Restructures Finances

A regional hotel client had hit tough times.  From initial discussions it was clear the client needed a better understanding of actual business performance across their group. ...

Improving the Financial Facet of the Business

An emerging trend in today’s business is the opportunity to outsource – that is, transition some of the back-office operations to a third party service provider. Many business owners and managers have found it easy to do outsourcing ...

Business Financial Resolutions - How to Achieve Them

We’ve all set New Year’s Resolutions only to see another year go by and resolution not met.   That might work personally, but in business, our resolutions should be solid and must be met, especially when it comes ...