Strategic Planning

Complimentary 30-Minute Initial Consultation with Our Strategic Advisor and Certified Practising Accountant Nigel Parker for Individuals Engaged in Property Transactions

Our team is readily available to provide expert guidance in the following areas:

Property Purchase:

- Determining the optimal ownership structure for the property

- Assessing the need for a tax-efficient structure

- Exploring the benefits of utilizing a Self-Managed Superfund

- Understanding the differences between Joint Tenants and Tenants in Common

- Advising on borrowing options and deposit considerations

- Utilizing offset accounts for financial advantages

Property Sale:

- Evaluating potential capital gains tax liabilities

- Implementing strategies to minimize capital gains tax

- Identifying necessary documentation for record-keeping purposes

- Providing clarity on the tax obligations associated with the sale

Investment Property Rental:

- Analyzing profitability prospects for the rental property

- Structuring loans to maximize financial benefits

- Advising on essential record-keeping requirements

- Determining the need for a depreciation report

Property Subdivision:

- Assessing the tax implications of subdivision to optimize outcomes

- Identifying key considerations when undertaking a subdivision project

- Differentiating between capital gains and taxable profits

- Exploring potential Goods and Services Tax (GST) implications

- Outlining strategies to minimize tax liabilities

- Highlighting the essential records to maintain throughout the process

Take advantage of our complimentary consultation with our Strategic Advisor and Certified Practising Accountant, specializing in these areas. We are committed to providing you with comprehensive and tailored advice to ensure you make informed decisions throughout your property journey.