Reliable property investment advice and strategies to help you reach your financial goals.

We provide reliable accounting and tax solutions to help small businesses grow and succeed, while ensuring clear and consistent communication.

Our Services

We offer customised services tailored to the specific needs of property investors like you.

Property Investment Tax Return

With our dual expertise in tax and real estate, we are committed to delivering the best outcomes for our clients.

  • Rental Income & Expenses
  • Deduction Maximising Strategies Interest deductibility check Depreciation (Div 40, Div 43, Low Value Pool)
  • Capital Gains Tax (Application of CGT Discounts)

Legal Structures

We provide tailored legal structures that optimise tax efficiency, protect assets, and support business growth.

  • ­ Tax effective structure strategies
  • Investment entity set up
  • Asset Protection
  • Succession Planning

Lending Strategies

Our lending strategies help secure the best financing options to achieve your financial goals.

  • Rental Income & Expenses
  • Effective loan structure
  • Maximise Interest deductions /Debt Recycling
  • Mortgage broker match making
  • Refer to a mortgage broker in our network that suit your individual circumstances.

Property Acquisition

Finding the right investment property can be challenging, but we make it easy through our buyer’s agent services.

 

  • Strategic Planning
    Finance & Borrowing strategies
  • Market Research
  • Due Diligence
  • Property Sourcing
  • Negotiation

Still got more questions? 
Feel free to ask

Frequently Asked Questions

What services do you offer for property investors?

Our service range from tax return preparation to ongoing strategic advisory plans

 

  • Property Investment Tax Return
  • Tailored Tax Saving Strategies
  • Tax Effective Legal Structures
  • Asset Protection
  • Wealth Building Strategies Through Properties
  • Succession Planning
  • Lending Strategies / Mortgage broker Match Making

We believe property investment is one of the safest and most powerful investment vehicles in Australia. While typical tax accountants focus on the past to prepare tax returns, we help our clients move forward while achieving the best tax outcomes

We’ve seen many property investment promoters with poor ethical standards putting their business interest before clients. As accountants, we uphold high ethical standards to everything we do, guiding our clients to make informed decisions rather than steering them toward choices for our own gain.

First of all, you can book a free 20 minutes call with us. Once we determine that we are the right fit for you, you choose what services that best suit your needs. It is a simple and straightforward process.

 

For our service offerings and pricing, please click here.

No, our buyer’s agent service focuses on sourcing established properties in established suburbs.

 

However, we provide FREE access to one of Australia’s largest off-the-plan property databases for investors who prefer brand-new properties. While we don’t specifically recommend off-the-plan properties, this gives clients additional investment options. Plus, we can secure exclusive discounts on selected properties.

Get Started with Our Free Services

20 minutes discovery call

Discuss your goals and see how we can assist you

Mortgage broker match making service

Connect with the right mortgage broker for your needs & circumstances

Access to one of the largest off-the-plan property database

Tax, Planning & Strategies

Choose Your Services Plan

Basic

FROM

$400

/year

Momentum

FROM

$600

/year

Summit

FROM

$1200

/year

Property Acquisition

We identify high-demand, low-supply properties using comprehensive data analysis across all Australian suburbs. Our service includes

Strategic Planning

Aligning property selection with your long-term financial goals.

Finance & Borrowing Strategies

Assessing your borrowing capacity and structuring finances effectively.

Market Research & Data-Driven Insights

Identifying the best opportunities based on growth potential.

Due Diligence

Conducting thorough research on shortlisted properties.

Property Sourcing & Evaluation

Finding properties that match your investment goals

Negotiation & Purchase Support

Securing the best deal on your behalf.