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  Property Superannuation Trusts

SMSF syndication and fundraising - Bees around the honey pot

Source: South Australia

Published Date: 15 Feb 2013

 

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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.
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Individual Session

SMSF syndication and fundraising - Bees around the honey pot

Author(s): Matthew Andruchowycz CTA
Materials from this session:

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Property Superannuation Trusts Corporate tax 2013

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