01
Investment income & returns
Dividends, distributions and interest reported correctly, with every franking credit claimed in full.
ComplianceWho we help
Accounting that grows with your investments.
For individual investors across the Hills District, the tax on your shares, property and managed funds handled correctly, with strategy that keeps more of your returns working for you.
Direct accessFees estimated up frontStraight answers
What we help with
Everything your portfolio needs, handled in one place.
02
Capital gains tax
CGT on shares and property worked out properly, with the timing and discounts that reduce what you owe.
Advisory 03
Rental property
Income, deductions and depreciation on your investment properties, claimed in full and explained.
Compliance 04
Investment structuring
How to hold your investments, own name, trust, company or super, for the best long-term outcome.
Advisory 05
Gearing & strategy
Making sure your borrowing and investments are structured to work for you, not just this year.
Advisory 06
Records that hold up
Cost bases and records kept straight all year, so CGT time is simple and the ATO is never a problem.
ComplianceSound familiar?
If any of this rings true, you are exactly who we are for.
You have shares and a rental, and CGT time fills you with dread every year.
We keep your cost bases and records straight all year, so it is simple when it counts.
You suspect you are missing deductions on your investment property.
We go through every claim you are entitled to, depreciation included.
Your investments are spread everywhere and nobody looks at the whole picture.
We see them as one portfolio and structure them to work together.
You only hear from your accountant once the financial year has already closed.
We plan with you before year-end, while there is still time to act.
Where most start
Most investors start by getting their returns right, then add structuring as the portfolio grows.
Ready when you are
Let's get your numbers in order, and your time back.
Book a free 15-minute chat and we'll tell you where you stand, and what to do next.
Fees estimated up front · No obligation · Straight answers