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Luke Fernandes, Partner

02/07/2024

Luke is a Partner in our Tax practice and has over 16 years of experience advising Australian and multinational groups. Luke is recognised for his ability to navigate complex and technical issues with a personable approach that leads to excellent results. Luke specialises in the Funds Management, Agribusiness and Retail sectors, bringing expert knowledge to his clients by […]

Emerging Property Fund Managers series 2024

08/02/2024

Developing tomorrow’s leaders today For the seventh 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. […]

Media release | SW assists Blackwattle establish new generation fund manager

26/05/2023

Australia, 24 May 2023 – SW Accountants & Advisors (SW), a leading financial advisory firm, is pleased to announce its successful collaboration with Blackwattle Investment Partners (Blackwattle) in establishing what has been described as a ‘new generation Australian fund Manager’.  Over eight months, SW worked closely with the Blackwattle team and Hamilton Locke lawyers to […]

Corporate Collective Investment Vehicle Regime (CCIV)

31/08/2022

Now that we are in the 2023 financial year, it is important for fund managers to consider the opportunities of the Corporate Collective Investment Vehicle Regime (CCIV), which came in to effect from 1 July 2022, when considering the structure of new and even existing investments.   The CCIV regime provides a new type of […]

Emerging Property Fund Managers series 2022

17/08/2022

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. […]

重大投资者签证基金 - 合规审计

17/08/2022

2015年移民（IMMI 15/100：合规投资）工具》中关于SIV基金合规资产的规定最近发生了几项变化，其中包括要求基金接受审计，以确定是否满足合规投资框架。 从2021年7月1日起，SIV合规基金的基金经理需要任命一名外部审计师，每年按照合规投资框架对基金进行审计，包括新兴公司部分和平衡投资部分。 基金经理和移民代理也将了解到，重大投资者类别和投资者类别签证的申请人必须按照合规投资框架进行资金投资。 根据《2015年移民（IMMI 15/100：合规投资）工具》的规定，内政部最近对相关要求做出了一些修改，其中包括对合规资产的修改，以及对合规投资框架中的新兴公司部分和平衡投资部分进行年度合规审计。 SIV申请人–您需要做什么？ 所有在2021年7月1日之后获提名申请重大投资者签证或投资者签证的申请人都要在其签证申请中附上审计报告，以证明在截至2022年6月30日的一年中以及往后每一年，他们所投资的基金符合合规投资框架的规定。基金经理将提供这些文件。 在没有合规性审计报告的情况下，签证申请被批准的可能性非常小。 SIV基金经理和移民代理——您需要了解什么？ 受影响一方 说明 基金经理 基金经理需每年任命一名审计师，对其基金是否满足合规投资框架的规定进行审计。 移民代理 移民代理将成为签证申请人和基金经理之间的沟通渠道，以确保签证申请人办齐所有必要的文件，让签证获得批准。 签证申请人 签证申请人需提交其所投资的所有新兴公司和平衡投资基金的年度审计报告。这项要求将一直持续到其获得永久居留权为止。 信永中和澳大利亚如何帮助您 在我们与整个行业的基金经理广泛合作的基础上，信永中和澳大利亚的专业审计团队完全了解签证申请人、移民代理和基金经理的适用审计要求，并拥有丰富的相关审计工作经验。 我们的SIV基金审计服务为SIV合规基金提供高效率且有实效的审计，以确保这些基金符合《2015年移民（IMMI 15/100：合规投资）工具》所规定的新兴公司和平衡投资部分。 请联系本事务所的SIV审计专家穆芮内和艾汝谧咨询。 基金管理领域的税务专家包括： 池澜滨、谭赛蒙、欧斯迪

Significant Investor Visa Funds – compliance audit

17/08/2022

One of several recent changes to the Migration (IMMI 15/100: Complying Investments) Instrument 2015 regarding complying assets for SIV funds included the requirement to audit the compliance of the fund with the Complying Investments Framework. From 1 July 2021, fund managers of SIV compliant funds are required to appoint an external auditor to annually audit […]

Stephen O'Flynn, Partner

23/11/2021

Stephen has over 25 years’ experience in providing tax advice to the public and private sectors. He works collaboratively with his clients to provide strategic tax solutions that deliver real value for their organisations. Stephen has acted for a diverse range of clients including individuals, large private groups, government entities and public groups across the […]

Financial services

23/11/2021

SW has strong financial services sector experience to deliver efficient and effective advice.  Our team has worked with many of Australia’s financial institutions and have a deep understanding of funds management, banking, insurance and financial services generally.  Our reputation has grown alongside our expertise into most parts of the financial services sector across all service lines of our business: […]

Emerging Property Funds Series 2021

16/03/2021

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 […]