Rental Income
Accounting support for recording and managing rental income from your investment properties accurately with 100% transparency.
Property Investor Accountants
Specialist accounting and tax advice for property investors to manage rental income, deductions, capital gains and long-term investment decisions with increased confidence.
PROPERTY ACCOUNTING SERVICES
Clear Accounting for Your Property Investments
Property investment brings ongoing income, expenses, tax obligations and long-term decisions. We help in managing your property finances and understand the tax position of your investments.
Tax Deductions
Help spot and manage qualified property-related expenses, council rates, insurance, and interest deductions.
Capital Gains Tax (CGT)
Accounting and tax support when selling an investment property, calculating cost bases, and managing CGT concessions.
Depreciation
Understand depreciation considerations for qualified capital works (Division 43) and plant & equipment assets (Division 40).
Property Expenses
Keep property-related costs, loan interest, repairs versus improvements, and agent management fees organised in detail.
Property Investment Reporting
Clear financial information and summaries to help you understand the net performance, cash flow, and tax position of your assets.
PROPERTY TAX PLANNING
Plan Forward to Make More Accurate Property Decisions.
Property tax planning is about understanding your position before major decisions are made. We help investors plan around income, expenses, tax obligations and future property transactions.
Annual Tax Planning
Understand your tax position, organise cash flows, and plan for upcoming annual necessities well before year-end.
Property Purchase Planning
Address the accounting, borrowing slabs and tax implications before gaining an investment property or bidding at auction.
Property Sale Planning
Understand potential Capital Gains Tax, main residence exemptions, and contract timing considerations before entering a sales agreement.
Portfolio Planning
Review the broader tax, land tax thresholds and commercial financial position of your property portfolio as your wealth improves.
OWNERSHIP STRUCTURES
Choosing the Right Structure for Your Property Investment
There are crucial accounting, tax and financial implications of how a property is owned. We help you understand the considerations around different ownership structures and make detailed decisions with your broader situation in mind.
Individual Ownership
Understand the accounting and tax considerations when property is maintained in your personal name, including marginal tax rates, negative gearing and the 50% CGT discount.
- Direct personal marginal tax application
- Eligible for 50% CGT general discount (12+ months)
- Simplified financing and bank compliance
Company Ownership
Look out for the potential accounting and tax considerations associated with property held through a company structure, capped corporate tax rates, and asset division.
- Fixed corporate tax rate framework
- No statutory 50% CGT discount available
- Commercial legal liability containment
Trust Ownership
Understand the accounting, tax and administration considerations attached to property ownership from a family discretionary trust or unit trust.
- Flexible income distribution to beneficiaries
- 50% CGT discount passed through to individuals
- Strong family asset protection and succession
WHY WORK WITH US
Property-Focused Expertise
Clear Tax Advice
Direct explanations of complicated accounting, legislative updates and property tax matters without confusing industry jargon.
Proactive Planning
Look forward to future property acquisitions, sales, tax liabilities and investment milestones instead of reacting after deadlines pass.and property tax matters without confusing industry jargon.
Personal Service
Dedicated direct advice based on your individual financial situations, personal goals and increased wealth portfolio aspirations.
PROPERTY ACCOUNTING & TAX ADVICE
Discuss Your Property Tax Position
Whether you own one investment property or are building a larger portfolio, our team can help you understand your accounting and tax position and plan your next steps.
Discuss Your Property Tax Position
