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:

Contact us

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

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

Taxation update: 4 June 2020

In this webinar recording Stephen O’Flynn, Matt Birrell and Helen Wicker covered the key tax developments from over the last six months, and the likely impacts for businesses, including:

• Summary of major new provisions applying in the coming months (including a recap of the key COVID-19 measures)
• ATO draft and final guidance that may impact positions currently adopted
• A recap on significant tax cases decided during the year
• International Tax developments, including new guidance for companies with cross border related party dealings and updated ATO and OECD guidance for companies obtaining financing from overseas
• Expected ATO review and audit activity, including COVID-19 related schemes.

COVID-19 & Year-end planning: 11 June 2020

In this session we refocused attention from business survival to exploring the potential broader taxation implications for a business of the COVID-19 pandemic.

Matt Birrell, Helen Wicker and Abi Challepen analysed and discussed the tax issues arising from COVID-19, moving forward to year end and beyond, including:

• The impact of impairments, and strategies to mitigate thin capitalisation breaches
• Options available with respect to accrued income and bad debts, where recoverability is questionable
• Strategies to deal with stock obsolescence
• Domestic transfer pricing considerations including intercompany recharge arrangements
• The appropriateness of pricing methodologies and the impact of international transfer pricing arrangements
• Reviewing residence of entities, particularly where directors have not been able to travel to attend board meetings
• Opportunities for businesses including enhancing Fuel Tax claims, automation and process efficiencies.

Contact us

The post Webinars: Australian Tax updates appeared first on SW Accountants & Advisors.

This event is an exclusive briefing for investors. Experienced investment managers will provide you with the latest insights and opportunities regarding the current investment landscape.

Each event in the State of the Market series hosts a changing panel of investment managers to explain trends in specific asset classes, such as:

• Listed and unlisted property funds
• Debt funds
• Equity funds
• Alternate / Infrastructure funds

The upcoming briefing will cover equity funds, along with insights into fund managers’ particular focus, and their experience on the market that they operate.

Expert Panellists​

Moderated by Simon Tucker, Partner, ShineWing Australia, we are excited to bring to you expert panellists:

• David Steinthal – Chief Investment Officer, L1 Capital International
• Jason Teh – Chief Investment Officer, Vertium Asset Management (A Copia investment partner)
• Shawn Burns – Senior Portfolio Manager, Contango Asset Management Limited

Benefits of attending

• Understand the diverse nature of investment markets
• Consider the impact of market volatility and what actions to take
• Learn from real life case studies
• Hear perspectives from subject matter experts
• Understand expert views on the current investment cycle
• Discover financial product trends
• Gain an understanding of the opportunity and risk in various asset classes

Event details

For more information about these events, or if you have any queries, please contact the ShineWing Australia Marketing team via marketing@sw-au.com.

We look forward to your attendance!

The post State of the Market appeared first on SW Accountants & Advisors.

We take the lead supporting tomorrow’s leaders with our Emerging Property Fund Series in Melbourne and Sydney.

This interactive five part series is facilitated by our own property funds specialists and industry experts, who will provide strategic insight into property funds management and key issues ranging from structuring, debt and equity through to legal and compliance.

Benefits of attending

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

Event details

Date: 5 sessions hosted on a monthly basis starting Wednesday, 23 October 2019 (Melbourne) / Thursday, 24 October 2019 (Sydney)
Time: 5:45pm – 8pm (canapes and refreshments provided)
Melbourne Venue: ShineWing Australia, L10, 530 Collins Street, Melbourne
Sydney Venue: ShineWing Australia, L8, 167 Macquarie Street, Sydney
Format: Interactive class-room style
Cost: $800 per person for the series or group booking for up to 3 people for $1,600 (prices exclude GST)

This includes:

• Five 2-hour sessions and networking opportunities with speakers and attendees
• Soft and hard copies of speaker presentations and handouts
• Automatic inclusion to our Emerging Property Funds Series, including invitations to future networking events

Session topics and dates 

Session 1: Fundamentals for Success, Property Funds – Wednesday, 23 October 2019 (Melbourne) / Thursday, 24 October 2019 (Sydney)

Speakers/Panelists: Howard Brenchley (APN Property Group), Paul Healy (Property Funds Association), Stuart Wilton (Centuria), Steven Bennett (Charter Hall) and Stephen O’Flynn (ShineWing Australia)

This introductory session will provide a brief overview of the series structure. You will hear 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, Personal and Business Issues – Wednesday, 27 November 2019 (Melbourne) / Thursday, 28 November 2019 (Sydney)

Please note, the Sydney session will be at 3pm – 5pm on this day.
Speakers/Panelists: Daren McDonald (ShineWing Australia) and Abi Chellapen (ShineWing Australia)
How do you separate your business fund from your personal assets? In this second session you will 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 – Wednesday 26 February 2020 (Melbourne) / Thursday, 27 February 2020 (Sydney)

Speakers/Panelists: David Southon (Aliro Group), Matthew Chun (Development & Property Consultant) and Simon Tucker (ShineWing Australia)
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 and Equity – Wednesday, 25 March 2020 (Melbourne) / Thursday, 26 March 2020 (Sydney)

Speakers/Panelists: Warren Boothman (Open Corp), John Taylor (Crestone), Dan Freeman (Commonwealth Bank) and Matthew Schofield (ShineWing Australia)
This session covers 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 and Compliance – Wednesday 22 April 2020 (Melbourne) / Thursday, 23 April 2020 (Sydney)

Speakers/Panelists: Legal advisor, Rene Muller (ShineWing Australia) and Rami Eltchelebi (ShineWing Australia)
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.\

More information

Know someone interested in property fund management? You are welcome to direct any interested property professionals to this web page or to the ShineWing Australia Marketing team via marketing@sw-au.com.

The post Emerging Property Funds Series 2019/20 – Melbourne and Sydney appeared first on SW Accountants & Advisors.

We take the lead supporting tomorrow’s leaders with our Emerging Property Fund Series in Melbourne.

This interactive five part series is facilitated by our own property funds specialists and industry experts, who will provide strategic insight into property funds management and key issues ranging from structuring, debt and equity through to legal and compliance.

Benefits of attending

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

Event details

Date: 5 sessions hosted on a monthly basis starting Wednesday, 23 October 2019
Time: 5:45pm – 8pm (canapes and refreshments provided)
Venue: ShineWing Australia, L10, 530 Collins Street, Melbourne
Format: Interactive class-room style
Cost: $800 per person for the series or group booking for up to 3 people for $1,600 (prices exclude GST)

This includes:

• Five 2-hour sessions and networking opportunities with speakers and attendees
• Soft and hard copies of speaker presentations and handouts
• Automatic inclusion to our Emerging Property Funds Series, including invitations to future networking events

Session topics and dates 

Session 1: Fundamentals for Success, Property Funds – Wednesday, 23 October 2019
Speakers/Panelists: Howard Brenchley (APN Property Group), Paul Healy (Property Funds Association) and Stephen O’Flynn (ShineWing Australia)

This introductory session will provide a brief overview of the series structure. You will hear 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, Personal and Business Issues – Wednesday, 27 November 2019
Speakers/Panelists: Daren McDonald (ShineWing Australia) and Abi Chellapen (ShineWing Australia)
How do you separate your business fund from your personal assets? In this second session you will 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 – Wednesday 26 February 2020
Speakers/Panelists: Matthew Chun (Development & Property Consultant) and Abi Chellapen (ShineWing Australia)
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 and Equity – Wednesday, 25 March 2020
Speakers/Panelists: Warren Boothman (Open Corp), Dan Freeman (Commonwealth Bank) and Matthew Schofield (ShineWing Australia)
This session covers 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 and Compliance – Wednesday 22 April 2020
Speakers/Panelists: Brendan Ivers (Hamilton Locke) and Rami Eltchelebi (ShineWing Australia)
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.

More information

Know someone interested in property fund management? You are welcome to direct any interested property professionals to this web page or to the ShineWing Australia Marketing team via marketing@sw-au.com.

The post Emerging Property Funds Series 2019/20 – Melbourne appeared first on SW Accountants & Advisors.

The State of the Market series will be run over the year and will host panels of investment managers to explain trends in the following specific asset classes:

• Listed and unlisted property funds
• Debt funds
• Equity Funds
• Alternate / Infrastructure Funds

Our first briefing will cover listed and unlisted property funds, along with insights into the broader Australian property market, including the impact of falling housing prices.

Expert Panellists

Moderated by Daniel Minihan, Partner, ShineWing Australia, we are very excited to bring to you a range of expert panellists:

• Chris Langford, Joint Managing Director, Newmark Capital
• David Omond, Joint Managing Director, Placer Property Group
• Michael Doble, CIO Real Estate Securities, APN Property Group (Sydney)
• Pete Morrissey, CEO Real Estate Securities, APN Property Group (Melbourne)

Benefits of attending

• Understand the diverse nature of investment markets
• Consider the impact of market volatility and what actions to take
• Learn from real life case studies
• Hear perspectives from subject matter experts
• Understand expert views on the current investment cycle
• Discover financial product trends
• Gain an understanding of the opportunity and risk in various asset classes

Event details 

Sydney

Date: Wednesday, 20 March 2019
Time: 12pm for 12:15pm start – 1:30pm. Networking lunch provided, followed by afternoon tea.
Venue: ShineWing Australia, Level 8, 167 Macquarie Street, Sydney

Melbourne

Date: Monday, 1 April 2019
Time: 12pm for 12:15pm start – 1:30pm. Networking lunch provided, followed by afternoon tea.
Venue: ShineWing Australia, Level 10, 530 Collins Street, Melbourne

For more information about these events, or if you have any queries, please contact the ShineWing Australia Marketing team via marketing@sw-au.com

We look forward to your attendance!

The post State of the Market appeared first on SW Accountants & Advisors.