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.
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