Need an accountant?
Gregory Thomas Accountants offer: - Income tax returns
- Financial reporting
- Business setup
- Small business advisory & support services
- Cash flow statements & management accounting
Contact Gregory Thomas Accountants by calling 07 3821 5929. ---------------------------------------------------------------------------------------------------------------------------------------------- Investment structuresMost taxpayers will purchase their properties in their personal names without any thought of the implications. This is generally done to make use of the negative gearing opportunity. However there are many more issues which need to be considered, including asset protection, family relations, and long term tax planning. In any event a little tax planning at the outset may easily achieve your goal of immediate tax relief through negative gearing as well as the long term goal of asset protection and tax structuring. You should be asking your advisor about this at the very beginning of your investment journey. When buying an investment property there are certain issues one needs to consider in the decision making process. We have provided the 10 fundamentals that are widely held to be vitally important: 1. Structure your investment to protect your asset;
2. Know the activity you are getting involved in;
3. Consider your partners carefully;
4. Consider how much money is involved and the risk;
5. Examine your financial projections carefully, use "what if" scenarios to project different outcomes;
6. Consider your financing and future capital needs;
7. Know your neighbours;
8. Determine in advance your distribution plan, if applicable;
9. Determine what each partner wants out of the investment;
10. Determine the duration of the investment and structure the investment accordingly. If you would like more information on structuring your investment, please do not hesitate to contact Jewell Moore Chartered Accountants. ---------------------------------------------------------------------------------------------------------------------------------------------- Information from Sovereign Capital Management's Individually Managed AccountAs of this writing, global markets are again in turmoil and for many investors this will be a cause of concern. Are you: - Concerned about the volatility and uncertainty of the share market?
- Concerned about rising interest rates and the economy?
- Interested in enhancing your Self-Managed Super Fund?
- Interested in paying off your loan/s sooner?
- Interested in generating cash flow to purchase additional investment properties?
- Interested in wealth creation strategies not dependent on rising stock and property prices?
- Interested in reducing your risk AND increasing your return?
Sovereign Capital Management Pty Ltd (SCM) is an investment management firm that can help you with this and more. Our investment strategy has been thoroughly tested over 6 ½ years and produces stable, consistent returns of up to 27% per annum with high liquidity and very low volatility, with the safety of knowing your cash and assets remain in your own account at a major Australian bank. SCM's market neutral strategy removes market risk, so we are 'not investing in the share market'. Instead, we make profits through intelligent stock selection due to our most preferred shares outperforming our least preferred shares and we profit from both rising and falling prices, achieving good returns without experiencing the roller-coaster performance that is often associated with investments 'in the share market'. Some of the many benefits of our Individually Managed Account (IMA) service are: 1. Higher Returns - consistent and stable returns (after fees and transaction costs) of up to 27% per annum, dependent on the leveraging option chosen by the investor. 2. Lower Risk - our strategy is capable of generating a higher long-term return than the share market with less than a third of the risk. 3. Proven Strategy - our quantitative equity market neutral investment strategy has been thoroughly tested over 6 ½ years, covering up, down and sideways market conditions. 4. Liquidity - no lock-up period and high liquidity, as we only invest in the top 200 shares in Australia - and investor funds are available at short notice. 5. Higher Risk- Adjusted Returns - higher returns with lower risk than can be achieved by investing in real estate or the share market. 6. Portfolio Enhancement - adding a SCM IMA to a portfolio of other assets such as real estate, shares and/or bonds will provide a substantial diversification benefit, in many cases increasing portfolio return and reducing portfolio risk, at the same time. 7. Control & Transparency - having an IMA means all cash and assets remain in the name of the investor and do not get pooled. We also provide you with details of every transaction. 8. Safety - investment funds remain in the investor's name at a major Australian bank where they are also guaranteed by the Australian government. 9. Cash Flow - the nature of our strategy makes it ideal for providing an income for retirement purposes, additional investment income, accelerated loan repayment or reducing the overall cash flow burden of an otherwise negatively geared portfolio. 10. No interest rate stress - the expected return of our strategy rises in line with interest rates. As we only deal with wholesale clients, the minimum investment is $500,000 - but this can come from one or more sources, such as: the equity in your real estate, cash, managed funds, or shares. Lastly, our strategy is allowable for Self Managed Super Funds (SMSF) and complies with SMSF rules. For a no-obligation copy of our detailed Investor Summary, or to arrange a free consultation, please contact our Business Development Manager, Mr Glenn Rushton at: glenn@sovereignmarkets.com or phone (07) 3272 6000, or 0413 948 888. 
AFSL 341926
ABN 46 116 555 732
|
