Managing Your Portfolio

We remove stress for our Property or Investment Portfolio investor clients by managing your full bookkeeping accounting and tax compliance function.

From maintaining capital gains records to complex CGT calculations, preparing live profitability reports, through to BAS and tax lodgements, we ensure that you never miss a lodgement deadline.

Using our latest technology software, we can provide you with real-time reporting across your multiple entities including within your SMSF.

Incorrectly claiming deductions like depreciation and interest are key ATO target areas. That’s why we take tax compliance seriously to avoid costly fines in case of ATO audit.

We will also advise you on legitimate tax planning strategies across your multiple properties in your portfolio and can consider the optimum tax structure in which to operate.

Negative Gearing & Loans

We provide peace of mind by advising you and quantifying the tax-saving benefits of negatively gearing within your investment portfolio.

This could be in relation to your properties, shares, managed investments or other asset class.

We take tax compliance seriously in advising you on negative gearing strategies as we know that this is a target area for potential ATO audits.

We can introduce you to a team of professionals to assist in other matters relating to your property. From property agents to conveyancing experts and mortgage lenders – and we don’t earn commissions giving you peace of mind that we are acting in your interest at all times.

For more information on how we can assist you and our various packaged services, please contact Steven Want.

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