Investment Property

Achieving your financial and lifestyle objectives requires a strategic approach to wealth creation.

We are the chosen trusted advisors to personal investors, as well as a number of property professionals, including real estate agents, property developers, builders, project managers and property valuers. 

It is critical that these well managed in regard to their accounting and ownership structures to ensure clarity of purpose and avoid any future confusion as to their tax implications or status.

 We can assist with:

• Arranging finance and advice on funding
• Trusts and family trusts
• Ownership structures and advice
• Tax minimisation (within legal boundaries)
• Return on investment calculation and opportunity evaluation
• Forecasting and planning

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