SMSF Modelling + LRBA

In this tutorial, we step through modelling an SMSF including an LRBA in Archer.

Video Breakdown

0 - 1.34 - Model SMSF Details - (Time: 1.34)

1.35 - Contributions & Insurance - (Time: 0.79)

2.14 - Cash Account - (Time: 0.90)

3.04 - Advice fees - (Time: 1.11)

4.15 - Adding SMSF Investments (Incl. Direct Property) - (Time: 0.97)

5.12 - LRBA - (Time: 2.08)

7.20 - Surplus/Deficit Cashflow Allocation - (Time: 1.26)

8.46 - Detailed Tables & Projections - (Time: 2.07)

10.53 - LRBA Analysis Tool - (Time: 2.56)

13.09-14.45 - LRBA Interest Rate Stress Test - (Time: 1.36)