SMSFs and Property Investment
Issues covered include: SMSFs, property investment, property structures, ATO
Description
Property investment through an SMSF carries very high risks. Advisers who don’t alert clients to these and carry out sound testing of problem solving strategies, will be failing in their duty. Ensure you know the latest updates in this complicated area and the critical steps you need to take before advising a client to invest in property through their SMSF.
SMSFs and Property Investment
- A review the most recent legislative changes that make property investment more complicated
- What structures should be used to hold property
- What the legislative rules that you need to be aware of if you hold property in a fund
- What strategies are on the ATO hit list
Presented by Mark Wilkinson, Partner, BDO
Location Streamed From: Sydney
Accreditation
Attend and Earn 1 CPD Hour
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Presenters
Mark Wilkinson is a Superannuation Partner in the Private Client Division with BDO in Sydney. Mark is one of the leading members of the BDO Superannuation team in Australia and has been providing superannuation and retirement planning advice for over 20 years. As a superannuation specialist, Mark provides strategic superannuation advice on how the State and Federal legislation impact on the areas of superannuation, retirement, estate and succession planning for clients as they build their wealth enroute to retirement. Mark knows how an SMSF structure can be used as an effective part of a business group, as an exit strategy, as a growth strategy, and how to undertake various property transactions including borrowing within the SMSF environment. Licensed to provide superannuation advice, he advises on SMSF establishment, contribution planning strategies, pension planning advice, estate planning and consulting regarding Superannuation Industry Supervision Act Compliance issues. Mark is a sought after National public speaker on superannuation and retirement, in-house trainer for large clients and accounting firms and an acknowledged industry specialist in the area of self-managed superannuation consulting.