Property service

PROPERTY SERVICE

ACCOUNTANTS SPECIALISING IN PROPERTY INVESTORS
AND DEVELOPERS MELBOURNE BASED WITH AUSTRALIAN
AND OVERSEAS CLIENTS

There are many ways to structure a property development, taxes play a big part.

Let us help you plan it from the start

PETERPETER’S WIFEJANEJANE’S PARTNERPETER’S CHILDRENTrustee for ABCUnit Trust15 Nowhere Road Blacktown NSWTrustee for XYZDiscretionary TrustTrustee for LMNDiscretionary Trust
MAIN RESIDENCE
Living in a property changes the taxes payable on sale. Your sale may be free of taxes.
We can work it all and maximize the result.
PROPERTY DEVELOPMENT
Developments require careful planning. Taxes are a critical part. Asset Protection from one deal to the next. Division 7a. The concept of bucket companies and using them as "banks". Unit Trusts and potential stamp duty savings on retention or transfer
We have it covered.
SMALL BUSINESS
Run your own small business? Make sure your investments assets are protected from your business assets and business risks. Individual names? Trusts ? Companies ? Gift or loan back strategies ? Flowing profits from a profitable trust to a loss trust.
Discuss with us to make sure it complies. The small details count.
Units owned by coupletransferred to the superfund oncethe debt is paid offCash moved from superfund tocouple for their units in the Unit TrustNOW THAT’S SMART
DID YOU KNOW?
An individual who acquires a residential rental property in their own name, a discretionary trust or partnership can’t transfer the property to a self managed superfund.
A person who acquires the property in a unit trust can eventually transfer the units to a self managed superfund.
There are also certain land tax and stamp duty advantages in many states from using a unit trust to hold property.

Accountants specializing in small to medium business owners focusing on property developers and property investors