The tips and traps of property investment
A journey through funding, structuring, self-managed superannuation funds & more
You are invited to join Katie Timms - RSM Director & National Head of Superannuation and SMSF services, Rhys Edwards - Senior Manager and RSM’s resident property and structuring expert together with Alana Magee – Director of Conquest Finance as they discuss all things property investment.
Learn the tips and traps of setting up your investment portfolio through a Self-Managed Superannuation Fund and how to invest personally whilst protecting your other assets through a trust or other investment vehicle.
In addition, Alana will discuss how the recently announced government grants could work for you and what’s changed in regard to financing property acquisitions through different investment vehicles.
Topics the team will be discussing include:
- Acquiring property through a SMSF, including borrowing, joint ownership and unit trusts
- Improving & developing property in a SMSF
- Borrowing through SMSFs - how does it work?
- Recent changes regarding property finance
- How the recent Government Grants have changed funding
- What structures you should consider before purchasing
- Risk, tax, capital gains tax and stamp duty - what all of these mean in the different structures.
Registrations are limited!
Due to COVID-19 restrictions, in person attendees are limited to the first 50 people to register.
Once this number has been reached, registrants will be invited to join this event via Zoom where they can still interact with our speakers and ask questions live.
For further information, please contact Kellee on kellee.crabtree@rsm.com.au
EVENT DETAILS
Date
Wednesday, 28 October 2020
Time
In person - 5.30pm - 7.30pm AWST
*Webinar attendees - please note that this webinar will commence at 5:45 to allow those attending in person time to take their seats*
Venue
RSM in Perth
Level 32, Exchange Tower
2 The Esplanade, Perth
This is an in person event and an online webinar via Zoom.
Please note: If you register to the webinar, Zoom access details will be provided upon registration via email.
For further information, please contact Kellee on kellee.crabtree@rsm.com.au
Katie Timms | Director and National Head of Superannuation and SMSF Services
Katie specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning.
A regular day for Katie ranges from helping farmers transfer property out of super to the next generation to advising company directors on how their SMSF interacts with their employee share scheme.
Rhys Edwards | Senior Manager
Rhys is very driven by results and works closely with his clients to deliver outcomes that make a real difference to their business and personal goals.
As a certified Xero adviser, he helps clients with Xero setup, app set-up and monthly reporting and reconciliations.
Rhys is also a trusted adviser for large family operations situated across Western Australia for budget and financial statement preparation.
Alana Magee | Director, Conquest Finance
Alana Magee started her career in banking in 2009 and progressed through the Retail, Medico and Business Banking sectors before founding Conquest Finance in 2016. As a team, the Conquest Finance mission above all else is to empower future focused borrowers.
As an experienced adviser in residential and commercial lending, she’s built a reputation for exceeding expectations and delivering when others can’t. Her firm commitment to all of her clients is that she will treat your financial goals with the same respect that she does her own.
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