Property Tax Specialists
Your Property Tax Experts
Grow your wealth one property at a time
Property tax advice that grows your portfolio
For many Australians, building a property investment portfolio is a time-honoured path to financial freedom. The lure is clear – property has created considerable wealth for countless investors and remains one of the most popular assets for those seeking solid returns.
However, navigating the nuances of taxes, regulations, and structures across multiple investment properties can be incredibly complex.
Without the right guidance, it’s all too easy to make costly mistakes that eat into your profits or result in penalty fees. This is especially true as your portfolio grows over the course of your property investment journey.
Seeking tailored property tax advice and property tax accounting services ensures you have an optimal portfolio strategy that unlocks maximum returns while minimising unnecessary taxes. This includes guidance on:
- Selecting the most tax-efficient structures for purchasing and owning investment properties, such as trusts or companies
- Claiming all eligible tax deductions over the lifespan of each property to improve cash flow
- Offsetting capital gains through strategic renovations, depreciations and delayed sales
- Optimising negative gearing across your portfolio to maximise deductions
- Avoiding common tax traps that catch out inexperienced property investors
- Staying compliant with evolving tax laws and ATO requirements
With bespoke advice from the outset, you can build an investment property portfolio that is thoughtfully designed to achieve your goals. As your portfolio grows, you’ll have the right knowledge and structures to manage tax obligations.
Holistic approach for property investors
Benefit from our holistic approach to investing. We take the time to understand your unique financial situation, business dealings, income sources, family obligations and lifestyle aspirations.
With a comprehensive view of your circumstances, a property tax accountant can develop fully customised strategies that align with your goals and risk tolerance. Our tailored recommendations emphasise protecting existing assets first while uncovering every opportunity to minimise taxes to the full extent permitted by law legally.
Unlike cookie-cutter advice, our holistic process considers how potential investment portfolio structures may impact taxation and your overall financial picture. This enables us to provide integrated guidance that sets you on the optimal path towards your property investing ambitions without negatively impacting other wealth objectives.
Frequently Asked Questions
How Does Investment Property Tax Work in Australia?
Australia has a comprehensive tax system that applies to various aspects of owning and investing in property. Some of the main property-related taxes include:
- Income Tax – This is a tax levied on personal and business earnings each year by the Australian Tax Office. For property investors, any rental income you receive from investment properties gets added to your assessable income for the financial year and taxed at your marginal income tax rate.
- Stamp Duty – When you purchase a property in Australia, you usually need to pay stamp duty, which is essentially a property transfer tax. It’s a one-time tax calculated as a percentage of the property’s purchase price and paid when transacting real estate.
- Land Tax – This annual state tax applies to owners of investment properties or land holdings. The way land tax is calculated, and thresholds can differ across states.
- Capital gains tax – When you sell an investment property, you must pay tax on any capital gain you make from that sale.
What Does a Property Tax Advisor Do?
A property tax advisor helps property investors and owners understand and optimise their investment property tax obligations. This includes guidance on structures to minimise taxes, claiming deductions, ensuring compliance, and developing tax-efficient investment strategies. Their role is to identify all legitimate opportunities to reduce taxes on your property investments.
What Ongoing Support Do Property Tax Specialists Provide?
In addition to initial strategic advice, our property tax advisory services provide ongoing compliance support, guidance as your portfolio grows, and updates on changes to property tax laws. This comprehensive assistance enables you to stay focused on expanding your investments over the long term.
