Investment Advice

If you are considering buying an investment property or establishing a share portfolio, have you fully considered how it will impact on your exisiting financial and taxation affairs?

We often find that people are ‘sold the dream’ but often don’t understand the intricacies of making a significant investment decision.

Make sure you get the right advice

The real benefits of buying an investment property and negative gearing are only realized when you combine the correct tax and financial advice with the appropriate finance. You should always seek expert taxation advice to ensure that the purchase is within your budget and structured appropriately.

Have you asked yourself these questions?

  • What is negative gearing?
  • In whose name should the investment be purchased
  • Should a family investment trust or a Self Managed
  • Superannuation Fund be established to buy the investment property/shares?
  • What level of debt is appropriate relative to our circumstances?
  • How will the purchase impact on our tax position?
  • What is depreciation and capital allowance and when is this deduction claimed?
  • What is Capital Gains Tax and does it apply to the sale of every property?

We can help you understand all the intricacies of buying an investment property and provide specialized advice for buying local and interstate properties and welcome your enquiries.

Our Services

  • Business Advisory Services
  • Business & Tax Planning
  • Business Entity & Individual Taxation
  • New Business Setup
  • Business Valuations
  • GST Compliance
  • Capital Gains Tax
  • Budget & Cashflow Projections
  • Property & Investment Advice
  • Self Managed Super Funds
  • ASIC Compliance
  • Vehicle & Equipment Finance
  • Software Accounting Packages
  • Small Business Tax Concession Specialists
  • Risk Management & Due Diligence

Do you want your accountant to think outside the square?

Phone: 03 5332 6577
200 Sturt Street Ballarat VIC 3350
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