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Property Trusts

 

We make it easy for investors from outside Australia to take advantage of the concessional tax benefits available within a Managed Investment Trust (MIT) structure. We work closely with Perpetual, Australia’s most experienced trustee. Perpetual has more than 130 years of experience in growing and protecting its clients’ wealth.

For foreign investors to make use of the MIT regime they need to meet a range of eligibility and regulatory criteria. Without the right experience, expertise and contacts, meeting these criteria can be very difficult. We can help reduce the time, cost and risk for you to invest in Australia through a MIT.

 

Setup

Liaison

Accounting

Regulatory

Setup

We will advise on the best and most efficient way for you to set up your investments as well as the optimal structure to complement your existing business. As part of this we will recommend the best way for you to meet the eligibility criteria.

Liaison

Nothing beats being here. We make things easy for you by acting as your intermediary with Australian lawyers, property managers, brokers, banks and other professional services firms.

Accounting

We can manage your ongoing accounting needs including monthly management accounting, year-end financial reporting and filings, substituted accounting period requests, withholding tax requirements, BAS and GST compliance as well as day-to-day tax advice as needed.

Regulatory

Compliance is often particularly burdensome when you’re in unfamiliar territory. We can ease your Australian reporting concerns by keeping your investments compliant with any changes in legislation together with attending to any lodgement requirements on your behalf with the Australian Tax Office and Australian Securities and Investments Commission.

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Ian Ng
BCom (Acc/Comm Law), MBA, CPA
Associate Partner
Ian Ng
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Ian Ng

BCom (Acc/Comm Law), MBA, CPA Associate Partner
Bio

Ian has over 20 years’ experience in tax and accounting administration and advice on Australian superannuation structures, specifically Small-APRA (SAF) and Self-Managed (SMSF) funds. He also specialises in risk and compliance consultancy on the impact of legislative and regulatory pronouncements on SAFs and SMSFs.

In addition, Ian has a wealth of experience in accounting and advice on Australian charitable structures, specifically Private Ancillary Funds, Public Ancillary Funds and Testamentary Charitable Trusts, as well as risk and compliance consultancy on the impact of AASB and ACNC pronouncements on these charitable structures.

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