A journey through funding, structuring, self-managed superannuation funds & more
You are invited to join Katie Timms - RSM Director & National Head of Superannuation and SMSF services, Rhys Edwards - Senior Manager and RSM’s resident property and structuring expert together with Alana Magee – Director of Conquest Finance as they discuss all things property investment.
Learn the tips and traps of setting up your investment portfolio through a Self-Managed Superannuation Fund and how to invest personally whilst protecting your other assets through a trust or other investment vehicle.
In addition, Alana will discuss how the recently announced government grants could work for you and what’s changed in regard to financing property acquisitions through different investment vehicles.
Topics the team will be discussing include:
- Acquiring property through an SMSF, including borrowing, joint ownership and unit trusts
- Improving & developing property in a SMSF
- Borrowing through SMSFs - how does it work?
- Recent changes regarding property finance
- How the recent Government Grants have changed funding
- What structures you should consider before purchasing
- Risk, tax, capital gains tax and stamp duty - what all of these mean in the different structures.
- DETAILS -
Wednesday, 28 October 2020
5.30pm - 7:30pm AWST
8.30pm - 10.30pm AEDT
This is an in person event and an online webinar via Zoom.
MEET THE PANEL
Katie Timms | Director and National Head of Superannuation and SMSF Services, RSM Australia
Katie specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning.
A regular day for Katie ranges from helping farmers transfer property out of super to the next generation to advising company directors on how their SMSF interacts with their employee share scheme.
Rhys Edwards | Senior Manager, RSM Australia
Rhys is very driven by results and works closely with his clients to deliver outcomes that make a real difference to their business and personal goals.
As a certified Xero adviser, he helps clients with Xero setup, app set-up and monthly reporting and reconciliations.
Rhys is also a trusted adviser for large family operations situated across Western Australia for budget and financial statement preparation.
Michael’s experience covers a wide range of tax related functions including advisory and compliance services for clients in numerous industries. Michael’s experience covers everything from listed corporations and privately held groups, to individuals and expatriate employees.