shopping_cart

Your shopping cart is empty

SMSF syndication and fundraising - Bees around the honey pot paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 15 Feb 13 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

The business sector is increasingly looking to the $460 Billion in SMSFs to finance projects, ventures and acquisitions. This paper covers the practical, legal and taxation ramifications of SMSF participation in joint ventures, property syndications and managed investment schemes. The paper includes useful case studies with a focus on real property acquisitions / developments.

Topics covered include:

  • acceptable investment vehicle
  • Corporations Act compliance issues, managed investment schemes, responsible entity,retail / wholesale client distinction, licensing / disclosure requirements
  • material contracts / agreements
  • considerations regarding development / borrowing / third party service provision
  • SIS Act compliance issues, in-house asset standard, uncommercial dealings, non-arm’s length income
  • SMSF borrowing to fund equity participation.acquisitions / developments.

Author profile

Matthew Andruchowycz CTA
Matthew is a taxation and superannuation specialist. He works primarily with accountants, financial planners, business owners and high net wealth individuals on commercial transactions and taxation and superannuation matters. - Current at 05 August 2019
Click here to expand/collapse more articles by Matthew Andruchowycz.

 

This was presented at South Australian 6th Annual Property Day .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Unit trusts - The optimal vehicle for property acquisition?

Author(s):  Leo Efthivoulou

Materials from this session:

Land tax - Lessons learnt from "epic fails'

Author(s):  Andrea MELILLO

Materials from this session:

Income tax and CGT - In the real world

Author(s):  Simon HOW

Materials from this session:

GST - In the real world

Author(s):  Lisa SMITH

Materials from this session:

Main residence and CGT

Author(s):  Karen GREGOR

Materials from this session:

Stamp duties - Here to stay

Author(s):  Julie VAN DER VELDE

Materials from this session:

SMSF syndication and fundraising - Bees around the honey pot

Author(s):  Matthew Andruchowycz

Materials from this session:

Further details about this event:

 

Copyright Statement