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Seminar: Creative and Advanced SMSF Borrowing Strategies
CPA Discussion Group Hawkesbury / Nepean
When: 31st May 2011 Tuesday at 6 PM
Cost : $35 includes dinner
Where : Log Cabin Restaurant. Memorial Avenue Penrith Phone 4732 3122
Topics
Changes to borrowing rules from 7th July 2010 to Section 67A & 67B of SISA has clarified some of the confusion which existed for SMSF to borrow. It is important to get the structure right from start so that the fund remains complying at all times.
This presentation is packed with examples and gives a clear road map to advisors who want to help their SMSF clients to borrow to purchase property.
Some of the Advanced Strategies which will be covered at the seminar are :-
- Real benefits of purchasing property within SMSF with borrowing
- Understanding the exception under the new SMSF borrowing rules & the step-by-step borrowing process
- Explanation of documents required: investment strategy; security trust deed; necessary resolutions to support the process; setting up the custodian trustee company etc
- What are the main stamp duty issues including selling your own Business use property to your SMSF without incurring any stamp duty in NSW
- Capital gain tax issues associated with non recourse loans
- Common questions and answers arising in non-recourse loan arrangements
- Handling the conveyance of custodian trust property
- How to audit SMSF with borrowing
Agenda
6.00 PM registration
6.30 Dinner
7.30 - 9.00 PM Borrowing Seminar
How to Book
Phone 02 4721 5828 and book with Mr Sidney Morris or email him on sidneym@mua.net.au
Only first 10 bookings will be able to attend due to limited space and all bookings must be made before 5.00 PM Friday 27th May 2011
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 via www.smsfauditlink.com.au 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 truste-
es & practicing accountants on complex SMSF matters. He has helped over 600 accountants / trustees of SMSF to borrow up to now and probably the most experienced advisor in this field.
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* Standard disclaimer applies to information supplied in this email. No person should take action based on information contained in this email as the writer is not aware of their circumstances.
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