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Winner – Property Tax Advisor of the Year

2011, 2012, 2014, 2015

Do you own one or more investment properties in Australia?


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“An Introduction to Tax Effective Investment Structures”


On the journey to accumulate wealth using property as a class of asset
investors face a lot of issues and situations.

As property tax specialists, some of the questions we help people resolve include:

  • “Should I sell or hold? Which property should I sell?”

    Due to high interest rates I am forced to sell some of my investment property portfolio to be able to meet the cash flow pressures. Which property should I sell to minimise capital gain tax and maximise loan reduction?

  • “How much capital gains tax will I pay?

    How much capital gains tax liability will I have if I sell this property and how much if I sell another property?

  • “Which structure is best to protect property & other assets?”

    Just starting towards a wealth creation using property as a class of asset. Which is the most appropriate structure to hold the properties in? What are the advantages and disadvantages of each structure?

    I heard a commentator recommend that I should own investment properties in a trust. Should I set up a trust? How do I set up a trust? When should I set up a trust? Will I still be eligible for refund on personal tax if the property has negative gearing?

  • Should I rent or live in the property?

    Intending to purchase a property using the First Home Owners Grant. Should I live in it or rent out first?

    Life circumstances have changed. Finding it expensive to maintain the home, should i sell or rent it out?

  • “Going Overseas – what are the tax implications?”

    Going overseas to live and work. Want to keep and rent out the existing home in Australia. What are the income tax and capital gains tax implications?

  • Minimising Tax

    What tax deductions am I eligible for on my rental property?

    Is there a way to minimise land tax?

    Received an inheritance and used it to pay out our home loan. With the family growing we bought a new bigger house using the old house as security. We are now renting out the old house. Can we claim the interest as a deduction against the rental income?

  • Realising a capital Gain instead of a taxable profit

    We have lived on a large block. Over the last 35 years the value of the property has increased greatly. The land is large  enough to subdivide. A developer has approached us with deal. We could do with the extra money. Is there any tax on subdividing the land and selling? What should we look at?

  • Cash Flow

    Is it better to have a positive or negatively geared property investment?

  • Subdivision , GST & property sales

    We are purchasing a property and want to do a subdivision and development of townhouses. We want to sell some and keep others for rental returns. How can we minimise tax on the profit when we sell? How do we manage the GST on construction?

  • Transferring property – what are the tax implications? What about cash flow?

    To better protect investment property I want to transfer it from my name to my wife or a trust? Will there be any tax implication as we will still control the property?

  • Renovation, GST

    Renovating this bargain priced property we bought. What expenses can we claim as a deduction?

    Just completed major renovation on a property which is being put on the market shortly. Are there any GST implications? How can I manage that in the price?

  • Joint Ventures

    Brothers/sisters pooled their funds to start in property investment. Different portions from each. Loans repaid by brother who had best salary income. On sale how do we reflect this additional contribution?

Why Choose Us

With the complexity of tax law and administration, you need a professional team which will support you when making difficult decisions affecting you, your family and the money you need to look after them.

Property Tax Specialists take a holistic approach, developing strategies, which encompass our clients’ property, investment, income, business, family and lifestyle goals with emphasis on protecting assets and planning for minimum legal tax. As specialists we have built a wealth of experience and alliances to tackle your any of your concerns.

You may just want to bounce some ideas, review a decision, estimate the tax implication of a particular transaction, find out if there are other issues you should be considering, or find out if there is a structure which may minimise your tax position.

To discuss your property, investment or other tax issues, contact us on 02 9411 8133 for an initial consultation.

We look forward to being of service as part of your wealth creation team.

Merit WealthShukri Barbara is an Authorised Representative 1240351 of Merit Wealth Pty Ltd,  Australian Financial Services Licence 409361, ABN 89 125 557 002

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