Property funds | Tax & Accounting technical training

Property funds | Tax & Accounting technical training


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

The training session provided the opportunity to maintain and develop expertise in managing the compliance for property funds, and assist with processes when working with an accounting firm such as ours.

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 property fund experts spent time running through the basic accounting and tax knowledge of property trusts, and extended across the following topics:

  • Recent 2023-24 Federal Budget update
  • Recent 2023-24 Victorian and WA State Budget update
  • Key financial reporting requirements for funds
  • Common issues for ordinary trusts, MITs and AMITs – including issues that also affect equity and debt funds

SW Speakers

René Muller
Partner, Assurance and Advisory Services

Luke Fernandes
Associate Director, Tax

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