For business owners
Accounting for property & real estate
Whether you're building a portfolio, developing, or running an agency, property tax is full of traps and opportunities. I help you structure it right and keep more of the gain.
Ongoing tax & advisory from $250/month. Fixed fees, no lock-in.
- Unsure how to structure ownership for tax and asset protection
- Capital gains tax on a sale you're not planning for
- GST and the margin scheme on a development
- Negative gearing, depreciation and land tax
How I help
The parts of property & real estate that cost you money if they're wrong.
Ownership structuring, individual, trust or company
Capital gains planning and small business CGT concessions
GST and margin scheme on developments
Depreciation schedules and negative gearing
Land tax and cashflow planning
What your business can usually claim
- Interest, rates, insurance and management fees
- Repairs and maintenance (as distinct from improvements)
- Capital works deductions
- Agent, marketing and letting costs
- Professional and property management fees
- Development and holding costs
General information only, the right treatment depends on your structure and circumstances. That's exactly what I sort out for you.
Common questions
Timing, ownership structure, the 50% CGT discount, cost-base additions and (for business premises) the small business CGT concessions can all cut the bill, but most need to be in place before you sell. Timing matters more than usual right now: the way capital gains are taxed changes for CGT events from 1 July 2027, so which side of that date a sale falls on can change the answer. That is exactly why property planning is a year-round conversation and not a tax-time one.
It depends on whether you're carrying on an enterprise and the type of property, new residential and commercial sales can attract GST, and the margin scheme may reduce it, while existing residential is usually input-taxed. I work this out before you transact, not after.
Where I work
- On time, every time. Every lodgement in on time, provided your records reach me by the date on your calendar.
- The price you agreed, and no other. Your fee is agreed in writing before any work starts, and it doesn't go up for 12 months.
- Never locked in. No fixed term. If it isn't working, end it with 30 days' notice and I'll hand your file to your next accountant promptly.
These promises are in addition to your rights under the Australian Consumer Law.
Ready to stop worrying about your tax and bookkeeping?
In a free 30-minute strategy session, I'll personally review your situation and we'll map out a clear plan together. If it feels like a good fit, I'll send you a straightforward, fixed-fee proposal. No pressure, no surprises.
Book Your Free Strategy Session