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With share market deciding which direction it wants to take, interest rate rising and halving of the contribution caps, using gearing and purchasing property within Self Managed Super Fund may not be such a bad idea. If there is not enough in your SMSF then you may have to borrow. Section 67(4A) of SIS Act allows the fund to borrow, provided the transaction is an installment warrant.
Leverage can create a unique opputunity in your SMSF, where the loan is repaid by salary sacrifice contributions and it is possible for the fund to pay no tax on contributions etc.
If you want to or help your client's to avail of this powerful investment leveraging tool within their SMSF then you must not miss this 1 ½ hour information packed seminar followed by an informal lunch (or dinner) with banks representatives that will equip you and satisfy your clients SMSF legal & compliance needs.
We present a great opportunity for trustees and their advisors to learn interesting SMSF Strategies that can be structured to maximize their retirement benefits.
Topics
Some of the Strategies which will be covered at the seminar are :-
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Benefits of purchasing property within SMSF with borrowing and legally reduce your tax
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Understanding the exception under the new SMSF borrowing rules & the step-by-step borrowing process
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Explanation of documents required: investment strategy; security trust deed; necessary resolutions to support the process; setting up the custodian trustee company etc
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What are the main stamp duty & capital gain tax issues associated with Instalment warrants?
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Common questions and answers arising in instalment warrant arrangements
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Handling the conveyance of the custodian trust property
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How to audit SMSF with borrowing
Speaker
Manoj Abichandani
SMSF Specialist Advisor SSA
SMSF Specialist Auditor SSAud
Manoj has worked in SMSF industry for the past 21 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 2000 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 216 accountants / trustees of SMSF to borrow up to now and probably the most experienced advisor in this field.
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Tuesday 23rd March 11.30 am at at Cannought Place-69 Wigram Street Harris Park followed by lunch with Bank officials
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Wednesday 24th March 2010 at 6.00 pm at Cannought Place - 69 Wigram Street Harris Park followed by Dinner with Bank officials
How to Book - online booking
The fee for the seminar is $55 Incl. GST and is tax deductible.
