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7 reasons why SMSF should BORROW to acquire investments
Seminar 28th and 30th April 09

Company Formation $470 - Instant Email

 

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April 2009
 Issue 11 of 2009
 
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7 reasons why SMSF should BORROW to acquire investments: Seminar 28th and 30th April 09 in Sydney - we bring you two experts -  SMSF Specialist Solicitor and SMSF specialist Advisor & Auditor 
 


In September 2007 the SIS Act was amended allowing Super Funds, including self managed, to borrow to acquire investments. Since then, many funds have taken advantage of this provision, however, trustees of SMSF have to follow strict requirements and ensure compliance to various structure issues, so that ATO and the fund's auditor is comfortable with the borrowing strategy.
 
If you want to help your client's to avail of this powerful investment leveraging tool within their SMSF you must not miss this 1 � hour information packed seminar which will  equip you with all your legal compliance needs . 

 

 
When 
 

28th April 2009 Tuesday 1.30 PM  & 6.00 PM
Wesley Conference Centre
Pacific Room - 220 Pitt Street, Sydney NSW 2000
 
30th April 2009 Thursday 1.30 PM & 6.00 PM
Parramatta RSL
Linden Room - Cnr Macquarie & O'Connell St Parramatta
 
 
topics
 
1.
Understanding the exception under the new SMSF borrowing rules  the step-by-step borrowing process.
 
2. Explanation of documents required: investment strategy; security trust deed; necessary resolutions to support the process; setting up the custodian trustee company etc
 

3. What are the main stamp duty & capital gain tax issues associated with Instalment warrants?

 

4. Common questions and answers arising in instalment warrant arrangements.

 

5. Downsides of using instalment warrant investing in property.

 

6. Handling the conveyance of the custodian trust property.
 
 

speaker 
 
Luis Batalha
B Com LLB (Hons I)
Luis is the director of Batallion legal solicitors.
 
Luis has completed a Bachelor of Commerce and Laws degree at the University of Sydney, where he was awarded academic prizes and First Class Honours in Laws with a focus on tax and superannuation.
 
Luis advises clients on all areas of tax and commercial law, assisting in structuring corporate and personal affairs.  Specifically, Luis has been significantly involved in advising on business formation issues, development projects, restructurings, joint ventures and trust arrangements.
 
Luis has published and presented widely on a broad range of tax and superannuation issues. He has also spoken at various conferences organised by a range of legal and taxation associations.
 
 


 
 

Manoj AbichandaniSMSF Specialist Advisor

SMSF Specialist Advisor (SSA)

 

Manoj has worked in SMSF industry for the past 19 years as a tax agent, accountant and Auditor. Currently he audits Self managed super funds and consults as SMSF Specialist Advisor to other accountants.
 
He has helped over 1000 trustees to set up their own funds and currently audits more than 400 funds each year for various accounting firms which puts him in the top 54 SMSF Auditors (as per ATO) in Australia.
 
He develops SMSF strategies and advises trustees & practicing accountants on complex SMSF matters. He has helped 43 accountants / trustees of SMSF to borrow in which he experienced the requirements & expectations of various lenders.



 
Cost
 
$ 55 (Tax Deductible)
 
 
How to book - online booking
 
Visit www.trustdeed.com.au/seminar and book online
or click here to book
or Phone 02 9684 4199
 
 
Click Below for more information

Our Price List

Installment Warrant & Loan from member
to the SMSF $660 (not available online)

Company Formations $470 Including $400 ASIC Fees

 




5 Year SMSF Unlimited Updates for only $165  



 


EMAILED INSTANTLY!
 
 

"How will unemployment affect the property markets?"

  
With our financial markets in turmoil and the media giving us mixed messages about the property markets, both home buyers and investors are wondering what to do. Is it a good time to buy or should they wait longer?
 

As uncertainty abounds and investors seek much needed answers in these troubled times, below is a link to an article by Michael Yardney, a property commentator, for his opinion surrounding Australian property market.
 
click here to read to paste the following in your browser
 

http://www.propertyupdate.com.au/articles/454/1/Will-property-survive-the-unemployment-crisis/Page1.html

 

www.trustdeed.com.au provides online service for creating, storing & managing legal documents for Companies and Trust deeds for SMSF, Family, Unit & Hybrid Trusts, click here for more information.

New / Update SMSF Trust Deeds cost only $110 and can be created in 20 minutes, Trust Deeds are emailed instantly! 
 
 
 

FIRST TRUST DEED  FREE

if you are an advisor, financial planner, accountant or a solicitor, we can offer you to create one trust deed on our system for free. This offer is valid provided you purchase 10 or more new SMSF deeds or update 10 SMSF trust deeds for your clients. To claim your first free trust deed, first  register on our website www.trustdeed.com.au and phone our office on 02 9638 2807 for a promotional code.
 
If want to communicate with your clients, advising them the need & advantages to update their trust deed, click here to download a pro-forma letter to your clients.
 
Register Now                                                                        
 
remeber you can create a SMSF trust deed at any time 24 / 7
www.trustdeed.com.au
goes on live help
Live Help
 
 
 
 
 

If you are an advisor and use our website for your clients SMSF SMSF Specialist AdvisorTrust Deed. You now have access to SMSF Specialist Advisor who will answer all your technical questions online for you. Simply click the button above and start chat.

New or update your existing SMSF Trust Deed for $110 You can keep the trust deed up to date for the next five years for only $165.

Our SMSF trust deed has been prepared with input from accountants who have over two decades of experience in setting up structures for their clients and have combined knowledge of auditing and lodging tax returns for more then 2000 SMSF's, their practical experience is an invaluable contribution.

For further questions on our trust deed, ring 02 9684 4199 or email [email protected]

Our Website has complete Document manager for all future downloads

We are the only online SMSF Trust Deed providers where you can purchase a Trust Deed 24/7 for $110

It takes only Less then 20 minutes to register and build a SMSF Deed.



Phone 02 9684 4199  or visit www.trustdeed.com.au
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In This Issue
7 reasons why SMSF should borrow
How will unemployment affect the property market?
Live Online Help
How our Web Site works
Additions to our website


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12th March 2009
 
Launched Deed of Confirmation
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From 1st March 2009
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Development of SMSF Tools

- Change Individual Trustee to Corporate Trustee
- Change of Name
- Adding Member
- Deleting Member
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- Lease Agreement