Personalised strategic advice on property & investments to save you money

Everything you need to know about buying or selling property and investments, negative gearing & maximising your tax benefits.

Do you immediately think of nails down a chalkboard when you hear the words “TAX TIME”? 

 

I get it… *cringe*

If you

  • Are considering getting an investment property

  • Already have an investment property but are wondering whether you can afford another

  • Are thinking of converting your current home into an investment property

  • Are wondering whether you should sell your investment property

  • Don’t understand the impact of negative gearing from a tax and cash perspective

… this session is for you.

There’s a lot to think about when it comes to property and investments, and buying or selling at the wrong time can make a HUGE impact on your tax.  Let me give you an example:

My client purchased an investment property in 2007 for $440,000, lived in it for 11 years, rented it out for 3 years and sold it for $665,000 in 2021. 

My client paid no tax on the sale and saved around $3,000 in tax each year the property was rented.

It’s time to get the answers you’re looking for when it comes to your tax and negative gearing

Not sure how much tax you’ll save by negatively gearing your investment property? 

Not sure what negative gearing is and how it affects your tax? 

Not sure whether it's worth the hassle to invest in property at the moment?

You’re in the right place.  During our session, we can

  • Discuss possible tax strategies to ensure you’re maximising your annual tax benefits now and in the future

  • Calculate your estimated tax savings per year

  • Discuss strategies that could save you tax when you’re ready to sell your investment

  • Determine what legislation will apply when you sell your investment and whether you’ll need to pay tax

If you’re ready to chat about all things buying and selling property and investments, book your free e-coffee below and let’s get you the answers you’re looking for.