Property Investment Syndicates
Mastering the legal, corporate and funding structures required to raise investment capital
About the webinar
Thinking about pooling funds to invest in property?
Property syndicates offer a pathway for property developers and investors to collectively participate in real estate investment opportunities.
Whether you are acquiring assets for repositioning or pooling equity for a new development, it is vital that the corporate, legal, tax and compliance structures are properly considered.
The Urban Developer is delighted to host an interactive webinar with three industry experts that will unpack the essential information required to master property investment syndicates.
Whether you’re an investor, developer or industry professional, this course will arm you with insights from top legal, accounting and finance experts.
Details
- Date: Thursday, March 20, 2025
- Format: Virtual webinar
- Time:
- 9:00am – 11:00am AEST
- 10:00am – 12:00pm AEDT
- Structure: 3 x presentations followed by Q&A
- Registrations:
- TUD+ professional members: Free
- Non-member: $195 + GST
Speakers
Sean McMahon
Partner
Hall and Wilcox
Sean is a leading expert in property syndications with over 25 years of experience in funds management and corporate law. As co-lead of Hall & Wilcox’s Investment Funds team, he specializes in fund structuring, real estate finance, and compliance.
Previously, he led the award-winning Funds Management team at McMahon Clarke. Sean advises fund managers on establishing and managing property syndications, governance, disclosure, and regulatory compliance. His expertise spans property, equities, and mortgage funds, helping clients navigate legal complexities and bring investment products to market.
Sejla Kadric
Partner
SW Accountants & Advisors
Sejla is a corporate and tax structuring expert with 17 years of experience in accounting, tax, and business advisory, specialising in the property sector. She assists property developers with structuring ownership, joint ventures, and syndications, ensuring compliance and strategic tax planning.
Sejla advises on property acquisitions, developments, and disposals, including GST, land tax, stamp duty, and foreign ownership obligations. With a pragmatic and commercial approach, she helps clients navigate complex tax and corporate structures to optimise financial outcomes and secure funding for their projects.
Kathy Johnson
Co-founder and Managing Director
Yarraport
Kathy is a funding expert with over two decades of experience in banking and non-bank lending, specialising in financing residential, commercial, industrial, and retail developments.
Kathy has worked with a broad range of investors and developers, earning recognition for her expertise in deal structuring and execution.
Program
9:00 am - 9:30 am
Legal and compliance
The legal frameworks, regulatory compliance and key agreements required to establish a property syndicate.
- Setting up the right structure: trusts, partnerships or companies
- Navigating regulatory compliance (ASIC, AFSL and more)
- Key agreements: syndicate deeds, unit holder contracts and investor rights
- Case studies
Presenter: Sean McMahon, Partner, Hall and Wilcox
9:30 am - 10:00 am
Corporate structuring
Tax treatment, entity selection and financial obligations to optimise syndicate profitability and compliance.
How syndicates are taxed (unit trusts vs. companies vs. partnerships)
Managing distributions, capital gains and tax liabilities
GST, stamp duty and tax-efficient structuring
Case studies
Presenter: Sejla Kadric – Partner, SW Accountants & Advisors
10:00 am - 10:30 am
Funding a syndicate
How property syndicates secure funding through equity, debt, banks and private lenders.
Equity and debt funding – what works best?
How banks, private lenders and non-bank financiers assess syndicates
Key financing risks and challenges
- Case studies
Presenter: Kathy Johnson – Co-founder and Managing Director, Yarraport
10:30 am - 11:00 am
Q&A with presenters
Speakers:
- Sean McMahon, Partner, Hall and Wilcox
- Sejla Kadric – Partner, SW Accountants & Advisors
- Kathy Johnson – Co-founder and Managing Director, Yarraport
Buy your ticket
TUD+ Member
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Access to all sessions
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Presentation downloads
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Q&A with speakers
General Admission
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Access to all sessions
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Presentation downloads
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Q&A with speakers
Become a member
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Exclusive event discounts
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Free access to on-demand
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