Investors
We specialise in providing investors with taxation and accounting services, as well as advice to help protect their investments and provide for their estate planning needs. We aim to save our clients money and give them peace of mind that their investments are protected and can grow tax-effectively by using the various legitimate strategies available.
Our services to investors include:
- Advice on the best structure for your needs - this ideally should be done at the start before investments are purchased, as unfortunately structuring changes can be very expensive. Taxes such as stamp duty, capital gains tax and other associated costs are usually involved. We aim to find the best solution for your needs.
- Advice on reducing your taxation - as part of structuring your investments for asset protection, we can provide advice on the best ways for you to reduce your taxation costs, including land tax, stamp duty, income tax and capital gains tax. Why pay more tax than you legally need to?
- Management of investment ledgers - as part of our service to investors we can manage the record keeping for your investments. This includes the maintenance of capital gains tax registers to record all improvements, tax deferred distributions, returns of capital, asset sales, purchases and takeovers, to ensure your records are kept up to date and are complete.
- Other services - our services to investors also include:
- Tax return preparation
- Positive/negative gearing advice
- Maximising your tax claims for depreciation, capital improvement allowances, repairs and other deductions
- Cashflows and budgets
- Tax-effective investments
- Tax implications of investment scenarios including what-if calculations.