The Taxpayer was successful in arguing that the leased electricity infrastructure situated on owned and leased land did not constitute “real property situated in Australia (including a lease of land)” and accordingly the shares disposed were not “taxable Australian property” (TAP). However, the Commissioner has already lodged an appeal of this decision.  

Case background 

YTL Power, a Malaysian based company, and a foreign resident, sold their shares in ElectraNet in February 2022. ElectraNet an Australian resident company, operated South Australia’s electricity transmission network on land that is leased and land that it owned.  

The disposal of shares in ElectraNet triggered a $948 million capital gain which the ATO sought to tax. Under Australian law, foreign residents are only subject to CGT on gains from TAP. In YTL Power’s case, it was agreed that the gain would be taxable only if YTL Power’s ElectraNet shares was an “indirect Australian real property interest” under Item 2 of section 855-15. This essentially required ElectraNet’s underlying assets to be mainly Australian real property under the principal asset test in section 855-30. 

In raising the income tax assessments, the Commissioner considered the leased assets to be “indirect Australian real property interest” and therefore Taxable Australian Real Property (TARP). The Commissioner’s arguments centred on the proposition for Division 855 to be interpreted in the broader context of its predecessor provisions Division 136, to determine what is real property. Further, the Commissioner argued that ‘real property’ in Division 855 takes on its ordinary meaning. 

The Taxpayer argued that the network assets were legally severed from the land and should be classified as personal property, not real property. On this basis, the share should be non-TAP (NTAP) and not subject to income tax in Australia. 

Federal Court decision 

Hespe J agreed with the Taxpayer that the term ‘real property’ in Division 855 aligns with common law. This makes the state legislative severance rules critical in classifying the asset as real property or personal property. Importantly, this case was decided based solely on South Australian legislation. This could mean the same types of assets situated in another state may be real property depending on the state specific legislation. 

In reaching this conclusion, Hespe J noted that the inclusion of ‘a lease of land’ in the definition of TARP indicates that ‘real property’ in this context has its technical legal meaning, which by itself would not cover leasehold interests. It followed that if a right or asset isn’t literally an interest in land (under property law), it shouldn’t be swept in by a broad ‘ordinary’ meaning. 

We expect the Commissioner will appeal the decision given the amount of revenue at stake. 

The broader ATO position on Division 855 

Based on anecdotal evidence, the Australian Taxation Office (ATO) appears to have changed its view on whether infrastructure assets such as solar and wind infrastructure are considered to be real property, having previously regarded such assets as non-TAP. The ATO is also in a dispute with Newmont Canaca FN Holdings ULC regarding whether mining assets are real property. In Newmont, the Court rejected the Commissioner’s broad approach to the meaning of real property in another win for foreign resident taxpayers. 

Changes to Division 855 announced in the 2024-25 Federal Budget were expected to broaden the scope of the provisions. However, in the Commissioner’s view, the proposed amendments to Division 855 merely clarified the scope of assets within the capital gains tax (CGT) net rather than broadened the type of assets that are caught by Division 855. Whilst the decision in YTL Power was influenced by specific South Australian legislation, the case supports the position that non-resident entities disposing of shares in companies owning infrastructure assets might not be subject to capital gains in Australia.  

Importantly, comments made by Hespe J raise serious questions whether even the proposed amendments to Division 855 from the 2024-25 Federal Budget will be effective given the majority of Double Tax Agreements use the term immovable property rather than the extended meaning of real property in Division 855. Whilst the start date for the proposed amendments have already been pushed out, we would expect there to be further delays. 

Practical considerations for taxpayers 

In light of this decision, taxpayers should consider the below practical steps. 

Review asset classifications 

Documentation and valuation 

Be prepared for ATO’s approach 

Stay within anti-avoidance boundaries 

In summary, YTL Power clarifies the boundaries of what is taxable for foreign investors and should prompt a careful look at how your Australian investments are structured and defined in law. The case reinforces that clear, proactive planning, and understanding of legal definitions can prevent unintended tax exposure. 

How SW can help 

SW’s Corporate Tax team is experienced in advising foreign investors, infrastructure operators, and multinational groups on the evolving Australian tax landscape, particularly where complex asset classifications or cross-border issues arise.  

In light of the YTL Power decision and the uncertainty surrounding Division 855 reforms, we can support you by: 

Whether you are planning a transaction, reviewing existing investments, responding to ATO scrutiny, or reassessing your tax governance framework, our team can help you navigate these developments with confidence. 

Reach out to your SW advisor for support from our Corporate Tax team. 

Contributors

Rahul Sanghani

Ned Galloway

The post Watt a relief! Capital gains relief for foreign investors in energy sector appeared first on SW Accountants & Advisors.

Key legislative changes

Commercial and Industrial Property Tax Reform Act 2024

The Bill makes targeted amendments to the Commercial and Industrial Property Tax Reform Act 2024 (CIPT Reform Act) to address technical anomalies and ensure the scheme operates as intended.

The key change is a tightening of the criteria for when a transaction causes land to enter the commercial and industrial property tax scheme. Under the new rules, a transaction will fall within the CIPT regime only if duty is payable on at least 50% of the land’s unencumbered value. This closes loopholes where nominal or minimal duty could previously result in land entering the scheme, such as in certain partitions or concessional transfers.

The Bill also clarifies the calculation of ‘entry interests’ and ‘qualifying transactions’, ensuring that only the portion of the interest on which duty was actually paid is counted for tax reform purposes. Transitional provisions ensure these amendments apply retrospectively from 1 July 2024, aligning the law with its intended operation from the commencement of the CIPT scheme.

Congestion Levy Act 2005

The State Taxation Further Amendment Bill 2025 introduces several important changes to the Congestion Levy Act.

Most notably, parking spaces used exclusively for residential purposes—including those in hotels, serviced apartments, and clubs providing accommodation, are now excluded from the congestion levy. This simplifies compliance for residential property owners and removes the need for a separate exemption provision.

The Bill also increases the congestion levy rates for 2026, setting them at $3,030 for category 1 levy areas and $2,150 for category 2 levy areas, with annual CPI adjustments from 2027 onwards. Additionally, the category 2 levy area is expanded, and the map of levy areas will now be published online by the Commissioner of State Revenue, improving transparency and accessibility for affected businesses.

The new rules introduce exemptions and concessions:

• Parking spaces at government schools and boarding premises are exempt from the levy if provided free of charge.
• Parking spaces set aside exclusively for retail customer parking in the category 2 area receive a 50% concession if provided free for the first hour or to customers making a purchase.

Finally, the Bill imposes new registration requirements for owners and operators of car parks in the expanded levy area, with clear deadlines for registration to ensure proper administration and compliance.

Duties Act 2000

New Zealand citizens

A key amendment relates to New Zealand citizens and the foreign purchaser additional duty. Previously, the exemption for New Zealand citizens was based on holding a ‘special category visa’, which could lead to inconsistent outcomes depending on whether the individual was physically present in Australia at the time of settlement.

The Bill replaces this with a new residency test. The provisions outline that New Zealand citizens will only be exempt from the foreign purchaser duty if they ordinarily reside in Australia for at least six months within a defined period around the transaction. This change ensures that the exemption is available to genuine residents and closes a loophole that allowed non-residents to avoid the surcharge.

Custodian transfers

The Bill also introduces a new exemption for transfers of dutiable property involving custodians and sub-custodians under a trust. This addresses practical issues in trust administration, where property may need to be transferred between different custodians or trustees without any change in beneficial ownership. The exemption applies only to ‘internal’ transfers within a pre-existing and continuing trust, and not to transfers that alter the beneficial interests.

Tax reform scheme land

Further amendments to the Duties Act clarify the treatment of ‘entry interests’ for land entering the CIPT reform scheme. The Bill sets out new rules for calculating the quantum of an entry interest when a transaction is subject to a duty exemption or concession (other than certain reductions), ensuring that only the portion of the interest on which duty was actually paid is counted. This prevents anomalous outcomes where nominal duty could result in a larger interest being recognised for tax reform purposes.

Land Tax Act 2005

The Bill introduces several significant changes to the Land Tax Act 2005, with a focus on integrity and fairness of Victoria’s land tax regime.

The Bill substitutes the definition of a ‘natural person absentee’ to introduce a new requirement that a person who is not an Australian citizen or resident will be an absentee if they were absent from Australia for a total of 6 months during the previous calendar year.

New Zealand citizens

One of the most notable amendments is the introduction of a residency test for New Zealand citizens in relation to the absentee owner surcharge. Previously, New Zealand citizens could avoid the surcharge simply by being present in Australia on 31 December, regardless of their actual residency status. The Bill now requires that only New Zealand citizens who ordinarily reside in Australia will be exempt from the absentee owner surcharge, closing a loophole and ensuring that the surcharge applies more equitably.

Temporary residences

The Bill also creates a new exemption for land with temporary residences with the introduction of new sections 63A to 63H. This exemption is designed to support individuals who use temporary residences as their principal place of residence. Under the new legislation, a temporary residence is defined as any structure or vehicle that is capable of being used for habitation and for which an occupancy permit is not required. The Bill outlines that caravans, motorhomes, trailers, tents, sheds, and barns are examples of temporary residences.

The Bill outlines land will be ‘temporary residence land’ if:

• there is a temporary residence on the land
• there is no building affixed to the land for which an occupancy permit is required (including a building under construction or renovation)
• the land is not used by any person to carry on a substantial business activity
• the land is in a zone other than a non-residential zone
• the taxable value of the land is less than $300,000
• the owner of the land does not own any other land in Victoria.

The new provisions apply only if a natural person or vested beneficiary uses and occupies the property as their principal residence, and they preclude the exemption from applying if rent is paid by or on behalf of the vested beneficiary for use and occupation of the land.

This change recognises the diversity of living arrangements in Victoria and provides relief to those who might otherwise be unfairly taxed.

Vacant residential land tax

The Bill makes several targeted changes to the vacant residential land tax (VRLT) provisions.

Firstly, the definition of ‘alpine resort’ is expanded to include land located within the Dinner Plain locality, meaning residential land in Dinner Plain will be excluded from VRLT, recognising its seasonal nature similar to other alpine resorts.

Secondly, the deadline for owners to notify the Commissioner about vacant residential land and to apply for exemptions is moved from 15 January to 15 February each year, giving property owners additional time to comply with their obligations.

Thirdly, a new exemption is introduced for properties that were residential land at both the start and end of the preceding year but were not residential land for a period during that year, such as when a home is undergoing significant renovations or repairs. This ensures owners are not unfairly taxed when their property is temporarily uninhabitable due to genuine works.

Hardship

The hardship relief provisions have also been updated. The threshold for applications for hardship relief from land tax liability has been increased from $1,000 to $5,000, making relief accessible to a broader group of taxpayers. Importantly, the requirement for Treasurer approval has been removed, streamlining the process and allowing the Commissioner of State Revenue to grant relief directly.

Other changes

The Bill also introduces changes to the First Home Owner Grant and Home Buyer Schemes Act 2000, expanding eligibility for New Zealand citizens. Under the new provisions, New Zealand citizens can qualify for the First Home Owner Grant based on residency, rather than visa status, ensuring fairer access for genuine residents. The Bill also modernises administrative processes by clarifying when electronic service of documents is considered effective.

In relation to the Building Act 1993, the Bill clarifies and strengthens the calculation of building permit levies, particularly for cost-plus contracts, and requires more accurate reporting of building costs. It validates past estimates and calculations to prevent disputes and ensure certainty for builders and property owners. Additionally, consequential amendments are made to related Acts to align with the new calculation methods, supporting a more robust and transparent building permit levy system.

How SW can help

SW’s state tax specialists can help you interpret the new rules, assess your exposure, and optimise your position under the amended legislation. These changes are significant, affecting property, land tax, congestion levies, building permits, and more, and may have a direct impact on your property, business, or compliance obligations. Understanding the amendments is crucial to ensure accurate planning, avoiding unexpected liabilities, and taking advantage of available exemptions or concessions.

Contact your SW advisor to discuss how these changes may affect you and ensure you are well-prepared under the updated legislation.

Key contacts

William Zhang

Robert Parker

Blake Trad

The post Victoria’s State Taxation Further Amendment Bill 2025: What you need to know appeared first on SW Accountants & Advisors.

The recent Administrative Appeals Tribunal (AAT) case Meakins and Commissioner of Taxation [2023] AATA 3852 (Meakins), highlights its significance in the context of tax deductions for holding vacant land in Australia. The key tribunal findings emphasise the importance of several critical factors including assessment of income-generating intent, the lack of substantial activity and implications of inaction. The ruling reinforces that expenses related to vacant land are not typically deductible unless the land is used for income-generating purposes. 

Background

The taxpayer purchased vacant land at North Fremantle in 2006. Initially, there was a clear intent to develop this land, transforming it into an income-generating asset.

Despite these initial plans, the development of the property did not proceed but the taxpayer continued to claim deductions for holding costs. The taxpayer attributed this inaction to changing economic circumstances that affected the ability to move forward with the development. As the years passed, these circumstances, combined with other unforeseen challenges, led to the property remaining largely undeveloped and unused.

This lack of tangible development activity raised significant questions from the tax authorities about the legitimacy of the tax deductions claimed for holding the property. The AAT agreed with the Commissioner that the interest expenses were not deductible.

Key issues and tribunal findings

The tribunal’s decision hinged on several critical factors:

• Assessment of income-generating intent: A pivotal aspect of the tribunal’s decision was assessing the taxpayer’s intent for income generation. The tribunal scrutinised the nature of expenses incurred, investigating whether they were legitimately aimed at producing assessable income or were merely veiled as part of a business operation. This scrutiny was crucial, as tax law requires a direct link between the expense and the income-producing activity. This case highlights that taxpayers must demonstrate a clear and direct connection between the expenditure on vacant land and their efforts to generate assessable income, such as active steps towards development or concrete plans for business use.

• Lack of substantial activity: The tribunal expressed significant concerns over the absence of meaningful development or use of the property for income generation over 17 years. This prolonged period of inactivity was a key factor in casting doubt on the legitimacy of the claimed deductions. The case underscores the importance of active engagement and development efforts in property investment to substantiate claims for tax deductions. The tribunal’s focus was not just on the intent to generate income but also on the tangible actions taken towards this objective. This serves as a reminder that mere ownership of property, without substantial and active efforts towards its income-producing use, is insufficient to justify tax deductions for holding expenses.

• Implications of inaction: The extended period of inaction raised significant questions about the trust’s true intent behind holding the land. The tribunal examined the absence of concrete actions towards developing or using the property for income generation, contrasting this with the claim for deductions. This inaction was seen as indicative of a lack of serious commitment to using the property for income-producing purposes.

This highlights that in the realm of tax law, intentions must be backed by actions. Taxpayers must be mindful that inactivity or lack of substantial effort in developing or using their property can undermine their claims for tax deductions and invite scrutiny from tax authorities.

Implications for taxpayers

The Meakins case echoes the sentiments expressed in ATO Ruling TR 2023/3, particularly regarding the deductibility of expenses for vacant land. The ruling emphasises that expenses related to vacant land are not typically deductible unless the land is used for income-generating purposes. 

Whilst the case addresses an interest deduction claimed before the introduction of Section 26-102, the decision serves as a crucial reminder for taxpayers holding vacant land (where deductions can still be obtained) for the need of a clear demonstration of income-generating intent and activity when claiming deductions on vacant land. Taxpayers must ensure that their investment strategies align with tax laws to avoid disputes and penalties.

Actions required

• Review current holdings:
  • Assessment of vacant land holdings: Conduct a thorough review of your current vacant land holdings. Assess each property, taking into consideration the Meakins case and the ATO Ruling TR 2023/3, to understand how these legal precedents impact your ability to claim deductions.
  • Analysis of development plans: For each holding, evaluate the status of any development plans or activities. This includes reviewing timelines, actions taken, and any delays or changes in plans.
• Documentation: Having detailed and organised records that clearly demonstrate the purpose and use of the land is always useful.

Keeping abreast of these rules and seeking professional advice can save both time and money, helping to avoid potential pitfalls down the line. 

Get in touch with SW

Our expert team here at SW is here to guide you every step of the way. Please reach out if you need support or have any questions.

Contributors

Rahul Sanghani

The post Navigating tax implications of holding vacant land appeared first on SW Accountants & Advisors.

Property and economics are often cyclical in nature. For this reason, experts often use the past to predict a future outlook. However, with global disruption, the level of uncertainty has increased drastically, with many experts uncertain if we can look back to predict our future.

For this reason, we’re bringing renowned property players together to take a deep dive into the changing landscape in Australia, the impact this has on the future for property and what people and businesses should be considering now to prepare.

Following a keynote from CoreLogic Asia Pacific‘s Head of Research, Tim Lawless, some of our panellists include:

• Scott Keck, Chairman at Charter Keck Cramer
• Danni Hunter, Executive Director, Victoria at Property Council of Australia
• Leanne Boyle, Head of Urban Regeneration at Lendlease
• Daren McDonald, Partner, Chair of Property & Infrastructure Industry Group at SW

Moderated by Matt Birrell, Partner at SW, our speakers and panellists will discuss

• Australian demographics shaping property
• Property future values
• Future of property: Future opportunities vs correction of market

Forum – delivered online & free of charge

​​​​​​​The keynote session will be followed by a presentation and a panel discussion, with Q&A opportunities throughout. Further speakers will be announced shortly, and full program details sent to all registrants.

Date: Thursday 21 October 2021

Time: 9:30am – 11am (AEDT)

The post Spotlight | Property Forum appeared first on SW Accountants & Advisors.

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.

The Emerging Developers Series express session is a two-part program of interactive seminars for an intimate group of up and coming property developers. It is designed to walk you through the property development process from start to finish.

You will have access to leading industry experts, and to learn from their strategic insight into property development and key developer issues from tax structuring to design and construction.

Event details

Speakers

	Daren McDonald, Partner, ShineWing Australia Daren is a leading accounting, commercial and taxation advisor to property developers in Australia. With 25 years’ experience in financial and strategic consulting to property developers on significant joint ventures.
	Blake Rodgers, Senior manager, ShineWing Australia Blake has more than 14 years’ experience in providing accounting, tax and business advisory services. Blake is a senior manager in ShineWing Australia’s property team and prides himself on providing timely and industry specific advice to his clients.
	John Grigg, Associate director, Sinclair Brook John has 14 years’ practical experience managing small, medium and large scale land subdivisions and built form projects. He brings experience from all sides of property development to his role, following a delivery-focused approach. He has the ability to effectively deal with complex project-related issues while managing the expectations of many stakeholders and, their often, competing interests.
	Adam Jaques, Senior associate, Maddocks Adam works within the Property Development team at Maddocks and has more than ten years’​ experience in advising local and overseas property developers, landlords, tenants, owners corporations and private clients on a wide range of development and property related matters. Adam’s current projects include large and small greenacre and apartment developments.
	Nick Lord, Director, Maxwell Collins Nick commenced at Maxwell Collins Real Estate in 1999 and is now the Managing Director. He is passionate about real estate and his overriding ambition is to grow the business so as to ensure Maxwell Collins is the most recognised and trusted brand across the Greater Geelong region, offering honesty, integrity and service that is second to none.
	Peter Preece, Project director, CardnoTGM Peter has over 20 years experience in the civil engineering field and has been a Director of TGM since 2003. He has a wide range of experience in civil engineering and urban development design. His experience extends from Local Government to the private sector where he has gained experience working on projects across Victoria.

Registration and more information

Know someone interested in property development? 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.

In order to maintain an interactive group, please note that places are limited to 20 and will be allocated on a first come first served basis.

The post Emerging Developers Series 2019 – Geelong Express 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.