Can a Self Managed Superannuation Fund borrow to make investments?
Changes to superannuation laws in late 2007 allow Self Managed Super Funds to borrow to fund investment purchases in certain instances. These borrowing arrangements must comply with strict requirements of superannuation law. Professional advice should be sought before entering into any borrowing. My Own Super Fund can assist clients in establishing the necessary arrangements. Please contact us if you want more information.
Related Questions
- My financial institution says I need a trust for my Self Managed Superannuation Fund to be able to borrow under an instalment warrant arrangement. Can you help me?
- I need a trust so that my self managed superannuation fund can borrow; my bank has told me I need a "bare trust". Can you prepare this Trust?
- Can a Self Managed Superannuation Fund lend money to a member of the Fund?
