Sarah Redditt, Author at SW Accountants & Advisors

Join our interactive seminar and stay ahead on the latest Pillar Two developments.

Join us in Sydney for our in-depth Pillar Two seminar, delivered by SW tax experts Daren Yeoh (Partner and Corporate & International Tax Director), Kirsty McDonnell (Tax Director), Antony Cheung (Associate Director). This interactive session will provide practical guidance on the OECD’s Global and Domestic Minimum Tax regime, equipping in-scope groups with the latest updates, compliance considerations, and real-world insights to help navigate the evolving global tax landscape.

This seminar will explore the following topics:

Quick recap of the Pillar Two requirements
Update on recent developments including the political understanding between the G7 Group and the US Government and the European High Court of the undertaxed profits rule
Issues specific to the non-for-profit and funds management sector
Implications for financial reporting and financial audits
The impact of Australia being a jurisdiction subject to the undertaxed profits rule
Key considerations for performing the Transitional Safe Harbour Calculations
Case study walkthrough to assist with preparing for Pillar Two implementation including lodgements of Pillar Two Returns
ATO public update on domestic forms

SW Speakers

Daren Yeoh
Partner and Corporate & International Tax Director

Kirsty McDonnell
Director, Tax

Antony Cheung
Associate Director, Tax

Discover the latest updates in tax effect accounting with expert insights into accounting for income taxes.

Our expert will provide you with topical content of relevance as well as an update on what’s new in tax effect accounting, including information about the following topics:

Key tax matters to consider in your TEA calculations
Calculation of tax balances
Equity accounted entries
Impact of application of new Accounting Standards
Business combinations
Tax accounting for tax consolidated groups
Accounting for tax uncertain tax treatments

SW Speaker:

Daren Yeoh
Partner and Corporate & International Tax Director

Our 2025 Corporate and International Tax update seminar ensured you are up to date with the latest developments in corporate and international income tax.

Our seminar was delivered in an interactive online format with SW Tax experts Daren Yeoh, Yang Shi, Kirsty McDonnell and Paul Hum. Our speakers equipped you with invaluable insights into the latest developments and emerging tax issues impacting corporate and international groups.

This seminar explored the following topics:

An update on Pillar Two
The Debt Deduction Creation Rule
Notable recent tax cases including the Pepsi’s case
Changes to the non-resident CGT regime
Recent ATO rulings and guidance
Developments in transfer pricing
Other tax update

SW Speakers

Daren Yeoh
Partner and Corporate & International Tax Director

Kirsty McDonnell
Director, Tax

Yang Shi
Director, Tax

Paul Hum
Director, Tax

Developing tomorrow’s leaders today

For the eighth year, we are delivering an interactive 5-part seminar series to aspiring and emerging leaders in the Property and Real Estate Credit Funds Management sectors, with direct access to leading industry experts and their experience, strategic industry insights and pitfalls, and key issues ranging from structuring, debt and equity through to legal and compliance.

Facilitated by our property funds specialists, featuring content developed alongside industry, each session featured practical working considerations and discussions with market leaders.

Who should attend?

Emerging leaders in property and credit fund management
Professionals involved in the property funds industry looking to expand their knowledge beyond their existing area of expertise
Property developers looking to move into funds management

Benefits

Learning from and networking with accomplished industry experts
Market trends in the different asset classes
Different approaches to structuring a product
Identifying methods to raise debt and equity capital
Tax issues arising from different structures
Learn how to protect your fund business & personal assets
Effective exit strategies for your investors
How have recent regulatory changes impacted the landscape

Series Program

Session 1 | Fundamentals for Success

17 September 2025

The introductory session provides a brief overview of the series structure before hearing first-hand from industry specialists the key lessons they’ve learnt, what challenged them the most, what worked, what didn’t and tips on building the right team.

Session 2 | Valuation and Due Diligence

22 October 2025

Explore key valuation methods and the essentials of property due diligence. Our experts will share practical insights to help you identify risks early and set your project up for success.

Session 3 | Fund Structuring

25 November 2025

You may have a plan, but do you know which fund structure will give you the best competitive advantage? The industry experts will talk you through the fund structure matrix which covers local and international equity, fee structure and more.

Session 4 | Debt & Equity

18 February 2026

Everything you need to consider and what to avoid in modern-day financing. Identify both the traditional and alternative methods for obtaining funding, how to strike a deal with the banks and how best to raise your debt and equity.

Session 5 | Legal, Regulatory & Compliance

11 March 2026

Ensuring your i’s are dotted and t’s are crossed are important for the property funds management industry. Our experts will talk you through the documentation and practical application involved in your fund set-up and provide tips on avoiding common pit-falls to ensure you stay compliant.

Event details

Location

SW Melbourne Office, 530 Collins Street, Melbourne 3000

Time

12pm arrival, session time 12.30 – 2.30pm

Cost (exc. GST)

$500 per person for the series
$1,000 group booking for up to 3 people

Register

Series speakers

Industry speakers

David Omond | KM Property Funds
Emma Donaghue | Hall & Wilcox
Greg Sugars | Preston Rowe Paterson
Bruce Corrin | CDC Property Consultancy
Tim Slattery | ASA Real Estate Partners
Adam Murchie | Forza Capital
Georgia Liu | CBA
Kevin Said | AUS Finance Group

SW speakers

Simon Tucker
Director, Tax
SW

Rami Eltchelebi
Partner, Assurance and Advisory Services
SW

Stephen O’Flynn
Director, Tax
SW

Abi Chellapen
Director, Tax
SW

Sejla Kadric
Director, Business & Private Client Advisory
SW

Luke Fernandes
Director, Tax
SW

Shaneel Kumar
Associate Director, Corporate Finance
SW

James Serpell
Associate Director, Assurance and Advisory Services
SW

Contact us

If you have any queries or would like more information, please contact the Marketing team via marketing@sw-au.com.

Dive into the latest developments in financial reporting with our webinar series. From accounting standard changes to regulatory updates, gain insights to navigate the complexities of reporting effectively in today’s ever-evolving financial landscape.

Our experts will provide you with topical content of relevance as well as an update on what’s new in financial reporting, including information about the following topics:

Accounting standard changes and EDs
International Financial Reporting Interpretations Committee update
Key focus areas for 30 June reporting
ASIC update
Sustainability standards
Other regulatory changes

Please note that we will host two session this year, the details for both sessions are below.

Session 1 – Financial Reporting update for 30 June 2025

Session 2 – Financial Reporting update for 31 December 2025

Expert speakers

Tom Mullarkey
Partner
SW

René Muller
Partner
SW

Brent Sheers
Partner
SW

Jimmy Cao
Associate Director
SW

In the lead up to financial year-end, our experts offered an online tax and accounting training session specifically for funds.

The session delivered a deeper insight into the technical and information requirements when preparing accounts, demonstrated how tax components are calculated and common accounting vs. tax differences.

Our fund experts helped you better understand:

the technical and information requirements when preparing accounts
demonstrate how tax components are calculated
common accounting vs. tax differences
the basic accounting and tax knowledge of property trusts
key financial reporting requirements for funds
common issues for ordinary trusts, MITs and AMITs – including issues that affect property, equity and debt funds
update on recent tax and accounting changes.

SW Speakers

René Muller
Partner, Assurance and Advisory Services
SW

Luke Fernandes
Director, Tax
SW

Join our 2024 Corporate Tax update seminar to ensure you are up to date with the latest developments in corporate and international income tax.

Our online seminar will be delivered in an interactive format with SW expert Daren Yeoh, Tax Director, Antony Cheung, Senior Tax Manager and Yang Shi, Tax Director. Our speakers will equip you with invaluable insights into the latest developments in corporate and international income tax.

This seminar will explore the following topics:

Updates on Corporate and International Income Tax: Stay ahead with in-depth discussions on recent changes, including revisions to the thin capitalisation regime, debt creation rules, Pillar 2 implications, and nuances in dealing with intangibles.
Impactful Changes to Dividend Franking Rules: Gain clarity on how recent amendments may affect dividend franking rules, ensuring you’re well-prepared for any forthcoming adjustments.
Analysis of Develops in Case Law and ATO rulings: Delve into notable developments in case law and ATO Rulings to enhance your understanding of current legal precedents and their implications for corporate tax practices.

Event details

Date

Tuesday 26 March 2024

Location

Online (Zoom)

Time

9.30am – 10.30am AEDT

SW Speakers

Daren Yeoh
Partner and Corporate & International Tax Director
SW

Antony Cheung
Senior Tax Manager
SW

Yang Shi
Tax Director
SW

Contact us

If you have any queries or would like more information, please contact the Marketing team via marketing@sw-au.com.

Developing tomorrow’s leaders today

The 2024 Emerging Property Fund Managers series has now concluded. To register your interest for the next series, which will be announced in the coming months, please email marketing@sw-au.com.

For the seventh year, we delivered an interactive 5-part seminar series to aspiring and emerging leaders in the Property Fund Management sector, with direct access to leading industry experts and their experience, strategic industry insights and pitfalls, and key issues ranging from structuring, debt and equity through to legal and compliance.

Facilitated by our property funds specialists, featuring content developed alongside industry, each session featured practical working considerations and discussions with market leaders.