We can provide a solution to suit your investment tax situation regardless of whether you own one or more investment properties, a couple of shares or a complete portfolio, own units in managed funds or have any other investments.
Please see below for some of the areas where we can provide assistance.
Tax can be an integral part of maximising the return on your investment property. Are you minimising your tax liabilities and maximising your tax refund?
Shares and Managed Funds
Are you getting the maximum tax benefit from your shares and managed funds?
Ensure that you maximise your tax refund, or limit your tax bill, by planning your investment operations to your best benefit, before it’s too late!
Choosing the most effective structure can not only reduce your tax dramatically, but it can protect your investments for the future. It’s essential to get the structure right at the beginning. Please review our Business Structure page for detailed information about the various legal structures available.
Central to making smart investment decisions is to have the relevant information available. Regular bookkeeping will put you in position to make the best decisions about how to invest your money and reduce your tax, ensure that you report your Capital Gains correctly to the ATO, and reduce your annual accounting fees.
Investment Services that we provide:
- Investment structure
- Tax planning
- Income Tax Return
*** Please note that we do not provide investment or personal financial advice, our services are focused on taxation and structuring advice ***