Discover how our bespoke accounting solutions unlock the full potential of your investments
Why Choose a Specialist Accountant for Your Tax Return?
Are you navigating the complex world of property and share investments while juggling your career and personal commitments? As an educated investor you understand the importance of making strategic financial decisions. Yet, when it comes to tax time, even the most seasoned investors can face challenges. The tax landscape is ever-changing, and what worked last year may not deliver optimal results for the next.
That’s where our accounting practice steps in. With years of experience guiding property investors and share/ETF investors, we help you save time, minimise tax liabilities, and maximise your long-term wealth. Our tailored approach goes beyond numbers — it’s about understanding your financial goals and crafting strategies that work for you.
Who We Work With
- Property Investors: Whether you own a single investment property or a portfolio, we ensure every deduction is claimed and your interests are protected.
- Share and ETF Investors: Our expertise includes complex capital gains calculations, dividend reporting, and tax optimisation for all types of listed investments.
- Educated Professionals (Aged 40-50): You’re busy, informed, and value quality. We respect your time and knowledge, providing clear, actionable advice without jargon.
Common Tax Challenges for Investors — and How We Solve Them
Maximising Property Deductions
Investment properties offer a wealth of tax deductions, from interest on loans to repairs, depreciation, and property management fees. Yet, many investors miss out on legitimate claims simply because they aren’t aware of the rules or recent changes. Our team keeps up-to-date with ATO regulations and ensures every allowable deduction is identified and documented.
Capital Gains and Losses Made Simple
Selling shares, ETFs, or property can trigger complex tax events. Calculating your cost base, adjusting for corporate actions, and determining the correct tax treatment for capital gains and losses is a specialised task. We guide you through the entire process, highlighting strategies such as timing asset sales to optimise your tax position, utilising capital losses, and ensuring compliance.
Dividend and Distribution Reporting
It’s easy to overlook the nuances of dividend and ETF distribution reporting. Franking credits, foreign income, reinvested distributions — each can affect your tax return. We’ll review your investment statements, clarify the reporting requirements, and make sure you receive every possible tax benefit.
Negative Gearing and Interest Deductions
Negative gearing can be a powerful tool for building wealth, provided it’s managed correctly. We’ll assess your investment loans, interest payments, and associated expenses to ensure you’re maximising deductions while maintaining compliance with tax law.
Trusts, Joint Ownership, and Family Tax Planning
Owning assets in trusts or jointly with family members can add complexity to your tax affairs. We specialise in structuring investments for optimal tax efficiency, documenting income splits, and preparing trust distribution statements. Our proactive approach means fewer surprises and more clarity for your financial future.
Our Process: Efficient, Transparent, and Client-Focused
We believe that great accounting is built on relationships. Our onboarding is simple and efficient:
- Initial Consultation: We get to know your investment profile and financial goals. This can be in-person; video or phone call.
- Document Review: You provide your property, share, and ETF details. We use secure digital channels for hassle-free submission.
- Tax Strategy Session: We go beyond tax compliance, offering advice on future investment strategies, structuring, and wealth creation.
- Filing and Lodgement: We prepare and lodge your tax return with precision, keeping you informed every step of the way.
- Ongoing Support: Our partnership doesn’t end at tax time. We’re always available to answer questions and review your investment portfolio.
Real Results for Real Clients
Many of our clients come to us with complex situations — multiple properties, international shares, or intricate family structures. We have helped clients:
- Identify and claim thousands of dollars in missed deductions.
- Restructure asset ownership for long-term tax effectiveness.
- Minimise capital gains tax through timing strategies and loss harvesting.
- Navigate audits and ATO reviews with confidence and clarity.
Our success stories speak for themselves. We invite you to join a community of investors who value expertise, transparency, and results.
Frequently Asked Questions
Can I claim expenses for repairs and improvements to my rental property?
Yes, but timing and classification matter. Immediate deductions are available for repairs, while improvements may need to be depreciated over time. We’ll walk you through the distinctions and ensure you maximise your claims.
How do I report dividend income and franking credits?
We’ll review your dividend statements, account for franking credits, and ensure you receive the correct tax offset. If you hold international shares, we’ll manage foreign income reporting and tax treaties.
I sold shares. How do I calculate capital gains?
Our team tracks your purchase history, brokerage fees, and corporate actions to determine accurate cost bases and capital gains. We’ll help you utilise any capital losses and plan future sales with tax efficiency in mind.
What sets your firm apart from other accountants?
We specialise in serving educated investors. Our advice is always clear, actionable, and tailored — never generic. We’re proactive, accessible, and committed to your financial success.
Ready to Maximise Your Returns?
If you’re an investor who values expertise and personal service, let’s start the conversation. Your time is valuable, and your investments deserve the best. Contact our office today to book a no-obligation consultation.