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SMSF investments in business premises can be a financially sound decision, particularly for medical professionals. The advantages of owning your medical rooms in your superfund are significant e.g. asset protection, tax efficiency – reduce your tax liability legally and faster ownership via faster debt reduction.

These advantages, whilst significant, are not without risk and the compliance requirements for SMSF are also stringent.

This seminar will arm you with the facts to allow you to make the best decision. Join us to explore:

  • How you can buy your rooms in a SMSF.
  • The costs and risks to be aware of.
  • How to borrow to buy property in a SMSF.
  • The effect of recent government proposals on SMSF borrowing

Presented by: Shane Morgan, Partner at Cutcher & Neale

Shane joined Cutcher & Neale in January 2005 and became a Partner in July 2012. He works within our medical and dental divisions and has a particular interest in Self-Managed Superannuation for our medical and dental client base.

Shane is a noted presenter and commentator, regularly speaking at events for a range of industry organisations including the Australian Medical Association (AMA (NSW)),the Australian Association of Practice Management (AAPM), Australian Dental Association (ADA), and the SMSF Association.

He has extensive experience with medical and dental professionals and has assisted many practitioners in planning and structuring their businesses, improving their financial performance and structuring for business succession.

Shane's areas of expertise include:

  • Services to medical practitioners and dentists
  • Surgery acquisition strategies
  • Business reporting and KPI development
  • Tax effective business structuring
  • Tax advice and planning
  • Self-Managed Superannuation
  • Succession Planning & Retirement strategies
  • Tax and Pension strategies for SMSFs
  • Estate planning

This event is brought to you by Cutcher & Neale, one of the AMA (NSW)'s Preferred Partners.

Transport & Parking

Our building is very close to St Leonards train station or buses along the Pacific Highway. Nearby street parking is mostly 2hr metered and is quite limited as there is a lot of construction happening in the area, however there are two carparks where you can pre-book a space:

  1. https://parkmonkey.com.au/ - operate casual car parking spaces in our building (69 Christie Street, ST LEONARDS). You will need to pre-book a space via the ParkMonkey website and use the code emailed to you to access the carpark.  Please make sure that you only park in Park Monkey labelled spaces as cars incorrectly parked do get clamped/towed.
  2. Wilson carpark - almost opposite our building.
https://www.stickytickets.com.au/92477
AMA (NSW) Conference Centre

69 Christie Street St Leonards NSW 2065, Australia

View directions on Google Maps

Organiser Information

Jenni Noble
Australian Medical Association (NSW)
02 9439 8822

Ask the organiser