Accounting & Tax
Wealth & Property Management
Protect and grow what you've built with structured wealth and property guidance.
What our wealth & property service covers
Tax-smart help for property investors and wealth builders:
- Correct CGT and depreciation positions on every property
- Negative gearing claimed properly in your return
- Ownership and structuring advice before you buy
- A whole-portfolio view of your wealth strategy
Services
Wealth & property options
Property tax, ownership structuring and portfolio reviews — the numbers behind your strategy.
CGT
Property Tax & CGT
SpecialistCapital gains and rental schedules done right
- CGT calculations including the main residence and 6-year rules
- Depreciation schedules (Division 40 / Division 43)
- Rental income and deductible expense schedules
- Interest apportionment after refinances
STR
Ownership & Structuring
SpecialistBuy it in the right name from day one
- Individual vs joint vs trust vs SMSF ownership
- Negative gearing vs asset protection trade-offs
- Land tax considerations by state
- Future CGT planning
REV
Portfolio Review
BusinessWhere your property and wealth strategy is heading
- Whole-portfolio tax position
- Cash-flow and equity review
- Holding structure check-up
- Next-purchase planning
Get started
Start your engagement
Tell us about your situation and attach your documents — our team will review your wealth & property management request and be in touch.
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