Accountant specialising in asset structure

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

Join Australia's most dynamic and respected property investment community
  1. Lenny

    Lenny Well-Known Member

    Joined:
    20th Jun, 2015
    Posts:
    128
    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 Premium Member

    Joined:
    18th Jun, 2015
    Posts:
    3,461
    Location:
    Perth
    you need a lawyer not accountant. try @Terry_w
     
    Lenny likes this.
  3. Phantom

    Phantom Well-Known Member

    Joined:
    23rd Jun, 2015
    Posts:
    2,054
    Location:
    Sydney
    I can recommend someone I have used very recently. PM sent.
     
    Lenny likes this.
  4. Jamie Moore

    Jamie Moore MORTGAGE BROKER - AUSTRALIA WIDE Business Member

    Joined:
    18th Jun, 2015
    Posts:
    3,977
    Location:
    Canberra, Brisbane and Sunshine Coast
    +1 for Terry. He knows a thing or two about structures.

    Cheers

    Jamie
     
    Lenny likes this.
  5. Paul@PAS

    Paul@PAS Tax, Accounting + SMSF + All things Property Tax Business Plus Member

    Joined:
    18th Jun, 2015
    Posts:
    23,319
    Location:
    Sydney
    I would recommend start with Terry then find a property savvy tax accountant through PC.
     
    Lenny likes this.
  6. RPI

    RPI SDA Provider, Town Planner, Former Property Lawyer

    Joined:
    18th Jun, 2015
    Posts:
    2,025
    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.
     
    Lenny likes this.
  7. Paul@PAS

    Paul@PAS Tax, Accounting + SMSF + All things Property Tax Business Plus Member

    Joined:
    18th Jun, 2015
    Posts:
    23,319
    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
     
    Lenny likes this.