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SMSF syndication and fundraising - Bees around the honey pot paper

Published on 15 Feb 13 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

The business sector is increasingly looking to the $460 Billion in SMSFs to finance projects, ventures and acquisitions. This paper covers the practical, legal and taxation ramifications of SMSF participation in joint ventures, property syndications and managed investment schemes. The paper includes useful case studies with a focus on real property acquisitions / developments.

Topics covered include:

  • acceptable investment vehicle
  • Corporations Act compliance issues, managed investment schemes, responsible entity,retail / wholesale client distinction, licensing / disclosure requirements
  • material contracts / agreements
  • considerations regarding development / borrowing / third party service provision
  • SIS Act compliance issues, in-house asset standard, uncommercial dealings, non-arm’s length income
  • SMSF borrowing to fund equity participation.acquisitions / developments.

Author profile:

Matthew Andruchowycz CTA
Matthew Andruchowycz is a Principal in the Business Transactions and Advice practice at DMAW Lawyers. He is a taxation and superannuation specialist working primarily with accountants, financial planners, bankers, business owners and high net wealth individuals on commercial transactions and taxation and superannuation matters including disputes. Current at 07 December 2016 Click here to expand/collapse more articles by Matthew Andruchowycz.
 

This was presented at South Australian 6th Annual Property Day.

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