Property Development in a Fund
Issues covered include: SMSF, owning property, property development, ATO, property investments
Description
Property investments by an SMSF can provide great opportunities, however they can also create a number of problems if not handled properly. With the introduction of recent legislation, property developments within an SMSF have even more challenges going forward. Explore issues for practitioners and clients alike to be mindful of when an SMSF invests in property and/or further develops that property.
Property Development in a Fund
- Owning property in an SMSF
- Property Development what can be done
- What Trustees need to consider for funding a development
- Investment Strategies, the new focus by the ATO
- Consider the effect from the new reforms
- Alternative structures for property investments with an SMSF
- Borrowings by an SMSF (LRBA’s) and the reform changes and other recent legislation
Presented by Peter Rimmington, Partner – Business Advisory, Findex
This webinar will be streamed AEDT
Presenters
Peter Rimmington is a Chartered Accountant with 30+ years experience offering clients solid business and superannuation advice, enabling them to improve their business and grow their wealth through effective superannuation strategies. He began working at Crowe Horwath after graduating in accountancy in 1981, and returned in 2005 as Principal for the Business Advisory group and is a specialist in our Superannuation & SMSF group. Alongside his team of business advisory and superannuation professionals, Peter strives to help clients understand their financial and non-financial drivers and offers advice on ways to add value to their business. Peter works with clients from the hospitality, manufacturing, transport and retail sectors, as well as primary producers and individuals with self managed superannuation funds. Peter adopts a whole of client approach to his work with his advice, that is he advises clients on their numbers and the structure of their business, helping them make sound investments in superannuation and other areas to ensure they also meet their financial goals. Peter prides himself on his wealth of experience and business advisory knowledge. He aims to provide solid, technical financial planning advice to ensure compliance issues are met. "It's not just about doing the work for the client, or addressing individual issues," he says. "It's about working with them and educating them. Once they really understand their business, we can help find the best way for it to grow.
Accreditation
Attend and Earn 1 CPD Hour
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