Property Tax Accountant.

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Causbrooks is a boutique chartered accounting firm and registered tax agent located in the heart of Sydney's CBD. Our team of specialist property tax accountants is committed to providing the best possible experience for our clients, with a focus on property tax accounting. We understand the unique needs of property investors and offer tailored advice to help you manage your property tax, enhance your tax position, and optimise the cash flow of your investment properties.

For those involved in property investment, from small business owners to property developers, our services cover the entire property investment journey. We can help you structure your property investment portfolio to ensure maximum asset protection and tax efficiency. This includes strategies for optmising your tax burden withtin the parametres set by the ATO, ensuring you claim the full scope of deductions you are entitled to for depreciation expenses, expenses related to property ownership, and more. Our proactive tax accountants provide reliable tax advice and accurate tax returns, helping you make informed decisions that align with your financial goals.

Whether you manage a single property or a broad property portfolio, our property tax specialists deliver comprehensive advisory services. We help you navigate the tax implications of various investment strategies, including the benefits of negative gearing and the margin scheme for property developers. Our goal is to ensure your strategies are compliant and optimally structured for current and future financial success.

Why choose Causbrooks?

From structuring your property investment portfolio to navigating the tax implications of property ownership, our team offers expert guidance. We assist you in claiming all eligible tax deductions, including expenses related to managing and holding your properties. Our advice is always tailored to your specific circumstances, helping you to reduce your taxes within the parametres established and maintained by the ATO and protect your assets for future generations.

We are here to ensure that your property investment efforts are successful and sustainable, with strategic planning and informed decision-making at every step.

We deliver quality

We understand the unique needs of managing investment properties. Our property tax specialists provide personalised service to help you manage your property investments effectively. From planning your tax returns to optimising tax deductions and improving cash flow, we are committed to helping you achieve a better tax position.

We are reliable

Our property tax advice is based on a deep understanding of property tax laws and investment strategies. We offer strategic financial consultation to help you legally optimise your tax position, protect your assets, and prepare for future financial opportunities. Our proactive approach ensures you receive the right advice at the right time, helping you make informed decisions for your property portfolio

We have integrity

Trust is central to our operations. We maintain the highest standards of integrity in all our dealings, ensuring that your property investments are managed with the utmost responsibility and care.

We have experience

Leverage our in-depth knowledge of property tax laws and investment strategies. Our property tax advisors are equipped to handle everything from asset protection and managing depreciation expenses to designing tax-efficient strategies for your investment properties. We provide personalised advice to ensure that your investments are managed wisely and with foresight.

2021

AFR’s 5 Up-and-Coming Accounting Firms

2020

AFR’s Top 100
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2019

AFR’s Top 100
Accounting Firms

2019

AFR’s Top 10 Fastest Growing Accounting Firms

Other Tax Services.

We prepare individual tax returns daily and can pick up things you may have missed, including deductions and relevant eligible rebates, offsets, and credits. As a Registered Tax Agent, we can negotiate payment plans, extend your lodgement due date from October to May the following year, and ensure you stay on the right side of the Australian Taxation Office (ATO).

Let us take the stress out of tax time by helping you lodge your tax return.

The simplest way to run a business is as a sole trader. All you need to get started is an Australian Business Number (ABN). Sole traders are required to lodge an individual tax return and are taxed at the same rate as an individual. You are required to declare your business income or loss as part of your personal income tax return. Unlike an employee's individual tax return, there are additional details you need to be aware of that are part of the process of lodging a tax return as a sole trader.

If you are starting a business, you have many options when it comes to how you want to run your business. Operating as a sole trader is generally the cheapest and easiest option, however there are several key benefits to operating a business via a company structure.

A company structure is generally more complex than other types of business structures and as a result company tax returns can be more complicated. A company is a separate legal entity and is required to lodge an income tax return. If you are running a business as a sole trader, it might be time to consider forming a company structure.

Of all the business structures, trusts offer the most flexibility. In addition to being used to operate a business, trusts can also protect and preserve your assets, customise how wealth is distributed, and address family dynamics, such as divorce or blended families. A trust can also employ people.

Income tax is not paid by the trust as an entity but is paid by beneficiaries. Goods and Services Tax (GST) may be applicable. There may be tax planning, asset protection, and estate planning considerations. A trust requires an official Trust Deed to be prepared and executed. We can assist with the setup of a trust.

A partnership is a business structure involving two or more people who have agreed to distribute income or losses between themselves. Partnerships can be ideal for business partners who want to run their business as individuals and don't want to have to worry about company structures, additional corporate compliance, and the rigid reporting obligations that come along with running a business via a company structure. 

The partnership does not pay tax on its income. Rather, each partner pays tax on their share of the partnership’s net income according to the individual tax rates that apply to that partner. A formal partnership agreement is an important tax document if profits and losses are not necessarily distributed equally among the partners.

If you're a sole trader or have a company or trust, you'll need to lodge a Business Activity Statement (BAS) generally on a quarterly basis to report any GST you've collected from your clients and claim GST credits. A BAS will also report any PAYG Withholding obligations if you employ people and report any PAYG instalments. 

Take the stress out of preparing your individual tax return by working with accountants who will take the time to understand your specific circumstances.

  • Preparation of financial statements
  • Compilation of financial statements
  • Review of financial statements
  • Analysis of financial statements

Self Managed Superannuation Funds have many benefits; they offer the greatest amount of control and flexibility regarding investment options compared with other kinds of managed funds. However, setting up and operating a Self Managed Super Fund is a major financial decision, and it requires your time, skills, and a significant amount of capital given the annual costs (financial advice, accounting, and auditing) associated with maintaining the fund and ensuring it complies with all the legal and tax requirements. Self Managed Super Funds can invest in stocks of listed and unlisted public companies as well as privately-owned companies. They can also invest in residential and commercial property.

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Tailored Strategies
Maximised Deductions
Financial Security
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Causbrooks Also Offer Tax Advice.

Tax Planning.

We understand the significant impact effective tax planning can make to the lives of our clients. Our expertise in navigating the ATO's rules around tax planning, including implementing tax efficient structures, has been instrumental in securing financial health and peace of mind in our clients. By focusing on maximising deductions, particularly ones that can be overlooked, such as personal superannuation contributions, we ensure our clients benefit from every available exemption and concession.

Our approach to tax planning is comprehensive and tailored to the unique circumstances of our clients. This strategic focus has consistently delivered success stories across the spectrum, from individuals operating via a sole trader structure or discretionary trust through to small to medium enterprises, family-owned businesses, and established companies.

Bucket Companies and Other Tax Efficient Structures.

Ensuring your business remains profitable is one of your most important responsibilities as a business owner. But do you have a plan for what to do when your business starts to generate a healthy profit? How can you avoid being blind-sided by the tax owing when the ATO comes calling?

While methods such as maximising deductions have their place in any tax planning strategy, a tax minimisation strategy that solely relies on deductions can leave you sacrificing profit in order to lower your tax when there may be other options available to you.

With you and your family relying on the profits generated by your business to fund your lifestyle, it's important you understand the most tax effective manner for distributing income and the best business structures that allow you to do so.

You may want to consider how a bucket company might fit in your overall tax planning strategy.

Asset Protection and Business Structuring.

We provide asset protection strategies tailored to your financial affairs and unique situation. Whether it's establishing trusts, appointing successors, performing risk management assessments, or assisting with estate planning, we're here to help.

Do you need a professional property tax accountant in Sydney?

While it's not mandatory to hire a property tax accountant, having an expert by your side can significantly ease the process, saving you time, money, and stress. Whether you're dealing with complex tax situations, lack the time or expertise to manage your taxes, or simply prefer the reassurance of professional guidance, our team of tax experts at Causbrooks is here to assist. Our in-depth knowledge of current laws and proactive advice can help you navigate your finances effectively.

Contact us today to learn how our personalised approach to accounting can benefit you

We love to greet new faces at our Sydney office at 1 Bligh Street.

Contact us today for a consultation.

Contact us today to learn more about how our accounting services can benefit your business. We look forward to hearing from you and helping you achieve financial success!

Lodge your tax return today

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