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  1. R

    Offset accounts and SMSF

    Hi Paul Welcome We try as much as possible to retain the discussion here, rather than drag the information to another area thats not publically available otherwise we become just another yellow pages. ta rolf
  2. R

    Offset accounts and SMSF

    if the account isnt in the same name as the loan, I dont believe anyone will do offset in a name diff to theloans while an offset can be pointed to various loans, only one at the time. ta rolf
  3. R

    Offset accounts and SMSF

    pretty sure u can if the lender will allow it I recall (but not sure) that we have done this with STG . Once the funds are in the SMSF offset account though I wpuld think thats a contribution and needs to stay there ta rolf
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