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Accountant specialising in asset structure

Discussion in 'Accounting & Tax' started by Lenny, 24th May, 2016.

  1. Lenny

    Lenny Well-Known Member

    Joined:
    20th Jun, 2015
    Posts:
    94
    Location:
    Brisbane
    Hi,

    We are after recommendations for an accountant who are themselves an investor and who specialises in setting up asset structures (own name, both names, smsf, trusts, etc).

    We are based in Brisbane but are willing to work with someone online.

    Tia,
    Lenny
     
  2. sanj

    sanj Well-Known Member

    Joined:
    18th Jun, 2015
    Posts:
    2,142
    Location:
    Perth
    you need a lawyer not accountant. try @Terry_w
     
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  3. York

    York Finance Broker Business Member

    Joined:
    24th Jun, 2015
    Posts:
    1,621
    Location:
    Sydney
    I can recommend someone I have used very recently. PM sent.
     
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  4. Jamie Moore

    Jamie Moore MORTGAGE BROKER - AUSTRALIA WIDE Business Member

    Joined:
    18th Jun, 2015
    Posts:
    2,141
    Location:
    Canberra and Sydney
    +1 for Terry. He knows a thing or two about structures.

    Cheers

    Jamie
     
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  5. Paul@PFI

    Paul@PFI Tax Accounting + SMSF Business Member

    Joined:
    18th Jun, 2015
    Posts:
    2,358
    Location:
    Sydney
    I would recommend start with Terry then find a property savvy tax accountant through PC.
     
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  6. RPI

    RPI Property Lawyer, Town Planner Business Member

    Joined:
    19th Jun, 2015
    Posts:
    711
    Location:
    Brisbane
    Agree with the lawyer part. Terry W also has his tax expertise. Accountants cannot advise on asset protection etc, most lawyers are not great on tax. A team is a better approach.
     
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  7. Paul@PFI

    Paul@PFI Tax Accounting + SMSF Business Member

    Joined:
    18th Jun, 2015
    Posts:
    2,358
    Location:
    Sydney
    And if you are doing anything in QLD RPI is the place to start. The OP may find a local QLD lawyer better
     
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