Pre-Qualified Tax Exempt Investment

Pre-Qualified Tax Exempt Investment

For over ten years the Federal government has provided tax incentive programs to stimulate more SME investment and more investment into the venture capital sector.

The tax incentives have been enshrined in legislation for over ten years and allow for up to complete tax exemption on investment returns.  But, until now entrepreneurs and managers seeking to raise equity financing investment into their business have largely had to be passive in determining and gaining these incentive benefits for their investors, because the benefits lay in the compliant venture capital fund over which an entrepeneur had no influence to ensure their investment would be included.

That should not be the case, and now does not have to be the case.  Instead, using Lellco’s Pre-qualified Tax Exempt Investment service the entrepreneur and management can be on the front foot in determining your projects potential tax incentive benefits to investors.

Pre-qualified Tax Exempt Investment badge
"I am approached by potential investments every day. Many project the same kind of investment return as you do, so why should I chose your investment?"
Potential Investor

Don’t be the one that has no idea and cannot offer investors assurances about tax incentive benefits.

Be in control!

"That is a fair question and to maximise your investment returns we have Pre-qualified this as a Tax Exempt Investment. Because your investment returns could be completely tax exempt when investing into my company, your investment performance is projected to increase from 10% per annum, to 14.5% per annum. But imagine the difference if my company becomes the next unicorn."
Entrepreneur

Benefits

In this service we will conduct a full assessment of the offers ability to meet the federal government’s tax exemption requirements.

A report is provided detailing the assessment and its outcomes.

Whilst the offeror can then make assertions as to the tax exemption possibility of the investment (including the Pre-qualified Tax Exempt Investment badge in the AuSMEquity listing) this assessment is not for distribution to investors and does not entitle any representations be made with regard to Lellco or any venture capital manager or fund granting acceptance of the investment into a qualifying federal government registered venture capital fund, that requires the offer is Self Managed VC Fund Certified.

This service includes:

Three months Standard listing on AuSMEquity, including the Pre-qualifed Tax Exempt Investment badge;

Seven days of Spotlight advertising of your listing on AuSMEquity; and

Seven days of Top of Search advertising of your listing on AuSMEquity.

If an offer is Pre-qualified Tax Exempt Investment status we recommend upgrading to SMVCF Certified status.

Refund & Cancellation

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Full assessment and strategy for complete tax exempt investment.
$1,000.00

Aust SME Equity with purpose.