Seminar 19th May in Burwood Sydney - we bring you a 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 ½ hour information packed seminar which will  equip you with all your legal compliance needs . 

 
When  

May 19, 2009 6:00 PM - 9:00 PM

Where

Coronation Club Burwood
86 Burwood Road,
Burwood, New South Wales 2134

 

 

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?

 

6. Handling the conveyance of the custodian trust property.
 
 

 

Manoj Abichandani SSA SSAud

SMSF Specialist Advisor

SMSF Specialist Auditor

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 46 accountants / trustees of SMSF to borrow in which he experienced the requirements & expectations of various lenders.