Investor Clients
Risk : There is nothing riskier than the widespread perception that there is no risk.
How we engage with Investor Clients
Investors we cater perceive risk and growth differently, consequently have both property and share portfolios. As you grow, need arises not only to protect what you own but how this hard accumulated wealth can be enjoyed or passed to next generation with minimum tax impact. Existing wealth need to be preserved and protected from future risky investments, a feature your investment structure must have.
Property (real estate) is ATO’s favourite area of audit and always on the radar. As a property investor, there are significant chances that you might cross the thin line between investor and developer without even knowing it. This will alter the tax treatment of property transaction and hence the outcome. Our clients come to us prior to making investments decision, we foresight tax and asset protection issues and tailor investment structures according to their needs. We care that their investments meet their intended purpose with a minimum tax exposure.
If you are an investor you might be familiar with capital gain tax or CGT as it commonly known. It is a complex piece of legislation and if care is not taken it can erode your wealth significantly. State taxes such as stamp duty, Land tax and transfer fee also applies to some investment transactions. We use our expertise to minimize the impact of these taxes.
Whether you’re a young investor, established, growing family or an empty nester, we manage your tax exposure by providing optimum tax saving plan.
Our Value Proposition
We strongly believe that accountants need to provide proactive advice on not only in relation to tax matters but also on control transfer, asset protection.
Commercial
Timely advice taking account of your key investments Integration of all advice
Expert
An expert advice on all areas of Capital Gains Tax, Asset Control and Protection
Bespoke
You’ll be able to build long-term relationships with the tax adviser who will work closely with you and your wealth advisor and estate planner so that all advice can be integrated.
Holistic
You’ll have access to range of our diverse expert strategic business partners.
Service Offering
Our core expertise, values and beliefs guide us to work with our business clients and remain their trusted adviser.
Some of the ways we contribute in our client’s success include:
- Capital Gains Tax
- Asset Protection
- Strategic Tax Planning
- Investment Structure set up
- Tax Compliance
- Tax Litigation Support
- Tax Optimisations Strategies
- A Range of Other Complex Tax Issues.