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Tax Advisor/Broker Recommendations in Sydney

Discussion in 'Accounting & Tax' started by standtall, 21st Jul, 2016.

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  1. standtall

    standtall Well-Known Member

    Joined:
    19th Oct, 2015
    Posts:
    273
    Location:
    Sydney, NSW
    Hi all,

    Just wondering if anyone can recommend a good tax accountant who can provide advice on loan structure, business set up, tax optimisations, deductions and other related things.

    We are a Sydney couple (one with 9-5 job, other with a business under trust set up) and currently own 2 IPs with the view to optimise the portfolio. Business has a handful of customers and limited expenses so account part is not that complex. Currently, we do BAS and send it to an accountant who lodges it but ideally we need to someone who provide some advice on properly claiming things.

    Somewhere close to CBD (where my wife works) or Hills area would be preferable but not necessary.

    Cheers
     
  2. Shahin_Afarin

    Shahin_Afarin Residential and Commercial Broker Business Member

    Joined:
    18th Jun, 2015
    Posts:
    641
    Location:
    Sydney
    I use Paul Gerrard from Price Accounting and I find him excellent. I do most things via phone and email with him. I purchased a property last week and literally called him on my way to sign a contract and he set up company, directors, shareholders, etc very quickly.

    When I need to discuss more complex scenarios then I will sit down with him and run through it (which is probably once a year).
     
    standtall likes this.
  3. Paul@PFI

    Paul@PFI Tax Accounting + SMSF Business Member

    Joined:
    18th Jun, 2015
    Posts:
    2,400
    Location:
    Sydney
    As a broker goes - Shahin is also someone I strong recommend. You will not be disappointed...He is a investor, developer and knows prop finance like a gun. And thats what my clients say too. He pushes me to get my clients applications done. And I know they get great advice.

    Mutual man love...:rolleyes:
     
    standtall, Jess Peletier and House like this.
  4. standtall

    standtall Well-Known Member

    Joined:
    19th Oct, 2015
    Posts:
    273
    Location:
    Sydney, NSW
    Thanks Paul - I tried to send you message but system won't let me. How can I get in touch?
     
  5. Terry_w

    Terry_w Solicitor, Finance Broker, CTA Business Member

    Joined:
    18th Jun, 2015
    Posts:
    9,043
    Location:
    Sydney