25 July 2019 - LYD Adviser Built Instalment Warrants

In this deep dive session Grant Abbott from LightYear Docs looks at the use of Strategy Automation to complete a related party loan to a SMSF to acquire shares under a LRBA.  In short this is effectively an instalment warrant.  Grant uses a comprehensive case study to see how it can be used to transfer shares from a related party outside of a SMSF into the Fund for little or no tax and obtaining full use of any franking credits.