WHO WE HELP
Built around your
business reality.
For individuals and business owners considering a rental property, reviewing an existing investment or comparing personal, company and trust ownership.
INVESTMENT PROPERTY · TAX · OWNERSHIP STRUCTURE
Plan the property before you sign the offer.
A property investment is more than a purchase price and a tax deduction. We help you consider the ownership structure, rental numbers, financing and future plans so you can make a better-informed decision.
This sends a request by email. Innes will reply to confirm a suitable time; your meeting is not booked until confirmed.
Built around your
WHAT WE CAN HELP WITH
Support that fits
the work ahead.
- A discussion of your objectives, time horizon and existing financial position
- A rental income and expense review based on your assumptions and records
- A comparison of personal, company and trust ownership considerations
- Planning for records, annual tax work and a future disposal
- An illustrative comparison with an RA where relevant, with limits clearly explained
HOW WE WORK
A clear process.
A partner who stays engaged.
Start with your goals
We discuss affordability, time horizon, income, risk tolerance and what you want the property to achieve.
Model the numbers and structure
We review rent, expenses, financing assumptions and ownership options, including the tax and administration trade-offs.
Prepare before acting
You receive a practical list of next questions and records to discuss with your lender, conveyancer or other advisers where needed.
QUESTIONS BUSINESSES ASK
Good questions.
Clear answers.
These are common questions to help you decide where to start. We’ll confirm the right scope for your situation in a conversation.
Should I buy an investment property in my own name, a company or a trust?
There is no universal best structure. The answer depends on tax, financing, co-owners, future plans, administration and transfer considerations. We can help compare the options before you commit.
Can you show me whether a property will beat an RA?
We can illustrate selected tax and cash-flow assumptions, but no short calculator can prove that one investment will outperform another. Returns, risk, liquidity, financing and retirement needs all matter.
Which rental expenses should I keep records for?
Keep invoices and statements for costs connected to the rental property, plus loan and acquisition documents. Whether a cost is deductible or forms part of the property cost depends on its nature and the tax rules.
Can you advise on legal ownership or arrange the property finance?
We can explain tax and accounting considerations within our agreed scope. Legal ownership documents and lending terms should be confirmed with the relevant attorney, conveyancer or lender.
YOUR NEXT STEP
Let’s make this
easier to manage.
Request a 20-minute property planning conversation
We’ll confirm a suitable time with you by email.