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Alanah
Boylon
Alanah is a Partner in Superannuation, a specialist division within Business Consulting.
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Alanah deals with all aspects of establishment, compliance and management of self-managed superannuation funds (SMSFs).
With over 25 years’ experience, including 16 years at Grant Thornton in the provision of taxation and accounting services for SMSFs, small-to-medium-sized businesses and professionals, Alanah now specialises in SMSFs and their tax implications.
Expertise
• Superannuation
• Taxation
• Business Consulting
Superannuation
In recent years, superannuation has cast a shadow of doubt over many people’s plans for retirement. Alanah’s aim is to help clients feel confident about retirement and estate planning, rather than uncertain or fearful. Her extensive background in taxation means she can provide advice not only on superannuation but also on an entire group of entities – and, importantly, ensure the most tax-effective outcome.
Alanah is an expert in the field of excess contributions tax, Division 293 tax, pension arrangements and segregated funds. This expertise, coupled with her extensive knowledge of superannuation legislation, can assist a diverse range of clients.
Business Consulting
Before focusing on self-managed superannuation funds, Alanah delivered taxation and strategic business advice, specialising in assisting high-wealth investors, real estate agents, health professionals, not-for-profit organisations and primary producers.
Formal qualifications
• Bachelor of Accountancy, University of South Australia
• Member of Chartered Accountants Australia and New Zealand
• Chartered Tax Adviser, Tax Institute of Australia
Experience
Alanah uses her knowledge and skills to develop strategies and find solutions to complex issues involving superannuation and taxation.
Assignment
Help a client purchase commercial premises for their business.
Process and outcome
Alanah’s solution was to set up a SMSF, which contributed money to the fund and used a borrowing arrangement to complete the building purchase. The super fund now rents the premises, partly to the related business and partly to external parties.
Assignment
Simplify the affairs and limit the assets of a client who had turned 80 and no longer wanted to operate a SMSF.
Process and outcome
Alanah first analysed the assets of the client and the fund. She then helped sell the majority of the investments within the fund, and transferred the commercial property to the client’s own name, so that no tax or stamp duty were payable.
Assignment
Assist a client involved in the financial management of a new retirement village.
Process and outcome
Alanah began by helping the client with the accounting aspects of selling the apartments once they were built. She then assisted with the ongoing management of the village and management of the loan funding.
Assignment
Help a primary producer with retirement planning.
Process and outcome
Alanah determined that a self-managed superannuation fund would give the client the best ongoing tax-effective position. She helped establish the fund and roll over farming land into the fund, with no stamp duty or capital gains tax implications.
Assignment
Advise on the tax implications for a business and self-managed superannuation fund included in a matrimonial dispute.
Process and outcome
Alanah helped the lawyers sort through the financial assets involved and agree on a split. This included rolling one member out of the superannuation fund and transferring a commercial property into it.
