Acumentis Group Limited · ASX:ACU
Acumentis — Investor Presentation (2022)
19 slides from Acumentis's investor presentation, 2022
Slide 1: Acumentis Property Advisory Services
Acumentis Property Advisory Services Strata Title Service Offering Nathan King | Ernest van Zyl +
Slide 2: Agenda
Agenda • Introduction to Acumentis & Property Advisory Services • Strata Title Service Offering – Insurance & Sinking Funds • Tax Depreciation Claim Assessments • Self Managed Super Fund Desk top Valuations (SMSF) • Insurance Replacement Cost Case Study: RCE Cost Shortfall Example- WA Pub • Secondar
Slide 3: Acumentis Advantage
Acumentis Advantage National Network • 330+ property professionals spread across 45 metropolitan and regional offices nationally Unbiased Independent Assessment • Australia’s only local privately owned, ASX listed property valuation and advisory firm Broad Industry Experience • Long standing heritag
Slide 4: Acumentis Valuation Services
Acumentis Valuation Services • Local staff are familiar with areas • Local market intel for regions • Part of the community • Work with local suppliers • Service all major metro and regional areas • Continuous growth and expansion nationally
Slide 5: Advisory Services
Advisory Services Advisory Services Strata and Market Support Property Advisory Products • Deep & broad combined experience base • Replacement Cost Estimates (RCE) • 100 years+ combined experience • Sinking Fund Forecasts (SFF) • Local knowledge, advanced market research and analytical tools • Tax D
Slide 6: Quantity Surveying
Quantity Surveying Our Quantity Surveyors are Registered Tax Agents and members of the Our experts in residential, commercial and Australian Institute of Quantity Surveyors (AIQS). agribusiness provide the following services: Full support for Strata Title properties and ensures comprehensive Tax Dep
Slide 7: Insurance Valuations (RCE)
Insurance Valuations (RCE) Ensuring you have adequate insurance coverage and are not exposed to risk Acumentis undertakes full and comprehensive insurance assessments of your property needs: • Advise on full replacement cost for total loss, including total construction replacement cost • Comply with
Slide 8: Strata Capital Works / Sinking Fund Forecasts
Strata Capital Works / Sinking Fund Forecasts • Prepared by qualified professionals At Acumentis we provide a 15-year plan to • QS Team undertake detailed estimates of capital works and cover any legislation requirements nationally maintenance costs to provide comprehensive assessments • Estimates a
Slide 9: Strata Title Legislation
Strata Title Legislation PER STATE At Acumentis we meet all legislation across Australia. The total legislation differences and requirements are not discussed in full. RCE and SFF requirements are compared related to different planning frequency/review periods as listed below: P E R S TAT E R C E :
Slide 10: Tax Depreciation Schedules
Tax Depreciation Schedules MAXIMISE TAX RETURNS OF AN INCOME-PRODUCING PROPERTY By partnering with Acumentis you will receive: ATO and Legislative Compliant Reporting. We keep You up to Date! Fees are 100% Tax Deductible One Report Cover 40 Years of Life of Investment (Inclusive major Capex/Wo
Slide 11: Tax Depreciation Claim Legislation
Tax Depreciation Claim Legislation DIVISION 40 • Item of furniture, fixture or fitting is income producing for a rental property, item can be Depreciated and claimed/off-set against income produced • Tax Depreciation tax tool designed to compensate taxpayer for loss in value of an asset due to obsol
Slide 12: Tax Depreciation Claim Legislation
Tax Depreciation Claim Legislation DIVISION 43 • Brick & Mortar building write-off allowable deduction - may claim costs of construction of a building over set period of time • Tax Depreciation Div. 43 based on original construction cost • Should construction costs not be available, qualified Quanti
Slide 13: Residential - Tax Depreciation Case Study
The existing four bedroom, two bathroom house was purchased in 2016 for $750,000. The property was constructed and completed in 2015 on 400 square metres of land The property was rented for $585 per week or $28,080 per annum Expenses totalled $30,455 including minor works, agent fees, maintenance an
Slide 14: Commercial - Tax Depreciation Case Study
Commercial - Tax Depreciation Case Study The commercial property is an office with an attached warehouse and purchased recently for $4.2m Comprising of a large workshop and storage floor area with raking and stock operating minor Total Annual Expenses: ($126,530) Total Annual Expenses: ($126,530) as
Slide 15: Self-Managed Super Funds
Self-Managed Super Funds • Restricted SMSF and full SMSF property valuations covering commercial, residential and limited rural assets • Extensive SMSF property knowledge and experience • All reports meet with Government, Tax and Legislative requirements • Apply in-depth market knowledge, research a
Slide 16: Self-Managed Super Funds
Self-Managed Super Funds SMSF Pricing In order to assist our clients we have introduced a cost effective service to provide tailored reports for SMSF property assets. SMSF Restricted Property Assessments are delivered in 4 working days.
Slide 17: Insurance Valuation Case Study
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Slide 18: Acumentis Advantage
Acumentis Advantage Our highly experienced and qualified team assist with the complexities of achieving successful property outcomes. Our loyal clients choose Acumentis to provide: Knowledge and expertise Supportive national network Unbiased and independent assessment Single point of contact Family
Slide 19: Thank you
Thank you Nathan King | Ernest van Zyl +