Debt and equity Archives - SW Accountants & Advisors https://www.sw-au.com/tag/debt-and-equity/ Thu, 19 Feb 2026 05:15:42 +0000 en-AU hourly 1 https://www.sw-au.com/wp-content/uploads/2021/11/favicon.png Debt and equity Archives - SW Accountants & Advisors https://www.sw-au.com/tag/debt-and-equity/ 32 32 Emerging Property Fund Managers’ Series https://www.sw-au.com/insights/events-insights/https-www-sw-au-com-insights-events-insights-emerging-property-fund-managers-series-2025/ https://www.sw-au.com/insights/events-insights/https-www-sw-au-com-insights-events-insights-emerging-property-fund-managers-series-2025/#respond Mon, 21 Jul 2025 07:35:37 +0000 https://www.sw-au.com/?p=8235 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 […]

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]]> 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
  • Charlie Renney | 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.

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]]> https://www.sw-au.com/insights/events-insights/https-www-sw-au-com-insights-events-insights-emerging-property-fund-managers-series-2025/feed/ 0 Emerging Property Fund Managers series 2024 https://www.sw-au.com/insights/events-insights/emerging-property-fund-managers-series-2024/ https://www.sw-au.com/insights/events-insights/emerging-property-fund-managers-series-2024/#respond Wed, 07 Feb 2024 23:32:17 +0000 https://www.sw-au.com/?p=7190 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, […]

The post Emerging Property Fund Managers series 2024 appeared first on SW Accountants & Advisors.

]]> 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.

Who should attend?

  • Emerging leaders in property 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

  • Learn how to protect your business & personal assets
  • Different approaches to structuring a product
  • Identifying methods to raise debt and equity capital
  • Market trends in the different asset classes
  • Tax issues arising from different structures
  • Effective exit strategies for your investors
  • How COVID has changed the landscape

Series Program

Session 1 | Fundamentals for Success – Part 1

12 March 2024 | Melbourne

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 | Cyber Security for Funds and Fund Managers

18 April 2024 | Melbourne

Explore industry insights into cyber security in funds management with our keynote speaker, Nick Klein from CyberCX.

Session 3 | Fund Structuring

16 May 2024 | Sydney

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

19 September 2024 | Melbourne

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

17 October 2024 | Sydney

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

Hybrid event

  • In-person: delivered in either Sydney or Melbourne SW offices
  • Online nationally – for attendees outside host city

Time

4 – 6pm, mid-month, minimising disruption to your day, week and month

Series speakers

Industry speakers
  • Howard Brenchley | APN Property Group
  • David Omond | KM Property Funds
  • Nick Klein | CyberCX
  • Melissa Kingham | Haben Property Fund
  • Chris Langford | Newmark Capital
  • Emma Donaghue | Hall & Wilcox
  • Georgia Liu | Commonwealth Bank of Australia
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

Danny Armstrong
Director, Banking & International Business
SW

Contact us

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

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]]> https://www.sw-au.com/insights/events-insights/emerging-property-fund-managers-series-2024/feed/ 0 Emerging Property Fund Managers series 2022 https://www.sw-au.com/insights/events-insights/emerging-property-fund-managers-series-2022/ https://www.sw-au.com/insights/events-insights/emerging-property-fund-managers-series-2022/#respond Wed, 17 Aug 2022 07:10:42 +0000 https://www.sw-au.com/?p=5295 Developing tomorrow’s leaders today For the sixth year, we deliver 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. […]

The post Emerging Property Fund Managers series 2022 appeared first on SW Accountants & Advisors.

]]> Developing tomorrow’s leaders today

For the sixth year, we deliver 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 features practical working considerations and discussions with market leaders.

Who should attend?

  • Emerging leaders in property fund management
  • Professionals involved in the property funds industry
  • Property developers looking to move into funds management

Benefits

  • Learn how to protect your business & personal assets
  • Different approaches to structuring a product
  • Identifying methods to raise debt and equity capital
  • Market trends in the different asset classes
  • Tax issues arising from different structures
  • Effective exit strategies for your investors
  • How COVID has changed the landscape

Series Program

Session 1 | Fundamentals for Success – Part 1

11 October 2022 | Melbourne

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 | Fundamentals for Success – Part 2

10 November 2022 | Melbourne

How do you separate your business fund from your personal assets? Learn how to protect yourself, your funds and the appropriate ownership structures recommended to protect your investment and maximise your return.

Session 3 | Fund Structuring

8 December 2022 | Sydney

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

9 February 2023 | Melbourne

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

9 March 2023 | Sydney

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

Hybrid event

  • In-person: delivered in either Sydney or Melbourne SW offices
  • Online nationally – for attendees outside host city via Zoom meetings

Time

4 – 6pm, mid-month, minimising disruption to your day, week and month

Cost (exc. GST)

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

Series speakers

Industry speakers
  • David Southon | Aliro Group
  • Howard Brenchley | APN Property Group
  • David Omond | KM Property Funds
  • Chris Langford | Newmark Capital
  • Emma Donaghue | McMahon Clarke
  • Georgia Liu | Commonwealth Bank of Australia
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

Matthew Schofield
Director, Corporate Finance
SW

Contact us

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

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]]> https://www.sw-au.com/insights/events-insights/emerging-property-fund-managers-series-2022/feed/ 0 Emerging Property Funds Series 2021 https://www.sw-au.com/insights/webinar/event-emerging-property-funds-series-2021/ Tue, 16 Mar 2021 02:00:00 +0000 https://shinewingau.wpengine.com/event/event-emerging-property-funds-series-2021/ Developing tomorrow’s property fund leaders today For the fifth year, we deliver 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 […]

The post Emerging Property Funds Series 2021 appeared first on SW Accountants & Advisors.

]]> Developing tomorrow’s property fund leaders today

For the fifth year, we deliver 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 features practical working considerations and discussions with market leaders.

In 2021, we are delivering this course online, nationally.

Who should attend?

  • Emerging leaders in property fund management
  • Professionals involved in the property funds industry
  • Property developers looking to move into funds management

Benefits

  • Learn how to protect your business & personal assets
  • Different approaches to structuring a product
  • Identifying methods to raise debt and equity capital
  • Market trends in the different asset classes
  • Tax issues arising from different structures
  • Effective exit strategies for your investors
  • How has COVID changed the landscape

Series details

Cost (ex GST)

  • $500 per person for the series

  • $1,000 group booking for up to 3 people 

Timing

4.00 – 6.00pm on Tuesdays mid-month, minimising disruption to your day, week and month.

Series information

1  Fundamentals for Success /1    16 March

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.

2  Fundamentals for Success /2    20 April

How do you separate your business fund from your personal assets? Learn how to protect yourself, your funds and the appropriate ownership structures recommended to protect your investment and maximise your return.

3  Fund Structuring    18 May

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.

4  Debt & Equity    15 June

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.

5  Legal, Regulatory & Compliance    13 July

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.

Series experts

Each session features experienced experts:

Industry associations

Our significant involvement in the industry provides us with an expert level of knowledge across the business, tax and accounting issues that impact the sector.

We take pride in being at the forefront of reforms, whether legislative or administrative, and we are actively involved with key industry bodies.

We have a long and close relationship with the Property Funds Association of Australia, and we are actively involved in various Committees with the Property Council of Australia.

We are also regularly involved in consultative processes, making submissions to Treasury and the ATO.

        

A complete service solution for property fund leaders

We are recognised as specialists and trusted advisors to the funds management industry. We provide a range of tailored services to our listed and unlisted property fund clients, including:

  • Outsourced fund accounting & reporting
  • AFSL audits
  • Complete Tax Solutions (CTS) tax software solution
  • Education seminars
  • Independent expert reports
  • Financial statement preparation
  • Tax reporting, structuring & advisory
  • Tax due diligence
  • Financial modelling
  • Corporate finance.

Contact us

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

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