Can a SSAS borrow funds for investment purposes?

A SSAS may borrow to invest and to provide a member’s benefit which has become payable.  The maximum amount that can be borrowed is 50% of the net asset value of the SSAS.

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  • SSAS and Legal Entity IdentifiersWhat are Legal Entity Identifiers and Does Your SSAS Need One? From 3rd January 2018 it will be a requirement for legal entities and structures to obtain a reference called a Legal Entity Identifier (LEI) from the London Stock Exchange in order for the trustees of a SSAS to carry on investing. This» Read More
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