accountants & advisers to · property investors successful property investment is all about the...
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Specialist
Accountants & Advisers to Property Investors, Developers and Building Trades
We wanted to create an accounting firm that...
Really gets what you do without you having to tell us! Our philosophy is
Vanilla, generic business advice just doesn’t cut it!
We provide all the services regular accountants do, including personal and business tax accounting, for both one-off and long-term clients.
Our difference is simple - we choose to focus our services for property investors, builders and tradies.
Level 1, 99 Yarra Street, Geelong VIC 3220P 03 5229 6665 M 0419 555 464F 03 5229 2669 E [email protected]
Our Services
We understand that you have a wide range of accounting needs. Not all your money matters relate to being an investor, property developer, builder or tradie. So we provide a full range of accounting services, meaning you don’t need to engage two accountants. We can do your personal tax or business tax, as well as the more complex company tax work, making sure that you get the best outcomes across them all.
Accounting and taxation for SMEs
Financial statements, tax returns, BAS statements and bookkeeping; advice on PAYG compliance, Capital Tax Gains, Fringe Benefits Tax, and Payroll Tax; business advisory including KPIs, industry benchmarking, asset protection, profit & loss, cash flow, budgeting, risk management and business valuation
Accounting and taxation for individuals
Tax returns and advice on tax minimisation, deductions, tax planning, finance, insurance and investment options
Business structuring
Advice on the most effective structure for your business/entity
Investment services
Advice on superannuation, SMSFs, property investment, investment finance (via broker)
Accounting for property investors
Property Information Sessions; Numbers Hotline; help sourcing the right property; tax minimisation; depreciation schedules; network referrals for advice on finance, insurance, conveyancing and more
Liability limited by a scheme approved under Professional Standards Legislation.
Property Investors
Successful property investment is all about the numbers … yet it’s the numbers that bring most people unstuck.
With our accountant’s perspective and property know-how, you’ll have numbers that add up and the confidence to be an effective investor. Whether you’re a novice or not, we can help you understand your numbers, find the right property and quit the guesswork.
Individuals
If you’re working in a building related trade, you’re probably great on the tools … but lost when it comes to tax time.
As CPA’s specialising in building trades, you tax is our sweet spot. We’re in our element helping you get your paperwork under control and minimising your tax by making sure you claim the right deductions. And we’re full of advice on all sorts of money matters that matter to you.
Why do we specialise?
Because we know what we do best. For many years, we practised as generalist accountants. More and more, we found we were attracting property investors, builders, developers and trades. That meant we knew stuff regular accountants didn’t.
With each new client, our industry expertise grew. The building trades are unique and complex. The layers of compliance and regulation don’t exist elsewhere.
Here … vanilla, generic business advice just doesn’t cut it!
In 2013, we turned our focus specifically to our professional sweet spot: property investors, builders and tradies. Our professional development and research targets the same industry segments, making us expert advisors who are both proactive and practical in how we help you.
Trades and Developers
If you’re business is construction or property development, imagine having an industry expert in your corner.
What happens when you work with a CPA who specialises in the complex challenges you face? You stress less. You free up more time. You work smarter and you likely make more money.
Our industry know-how will help simplify that mountain of paperwork and compliance so you can build the business you want.