Investax is a Sydney-based property tax accounting firm specialising in investment property, capital gains tax planning, trust structures, and business structuring advice. We help investors and business owners structure correctly, minimise tax legally, and plan with confidence.
Investax is a specialist property and business tax accounting firm in Sydney that works with property investors, business owners, and professionals who require more than basic tax return preparation. While our office is based in Sydney, we advise clients across Australia. We provide strategic tax advice, investment and business structuring, and long-term asset protection — not just annual tax compliance.
The way your property is purchased, your business is structured, and your investments are held can significantly affect your tax outcomes for decades. Our tax specialists help clients make informed decisions before purchasing property, starting a business, or restructuring their affairs.
If you are looking for a property tax accountant in Sydney who understands investment property, trust structures, and long-term tax planning — whether you are an investor or a business owner — you are in the right place.
Who We Work With
We work with property investors, business owners, and professionals who understand the importance of specialist tax advice and long-term tax planning.
Property Investors
From first-time investors to large portfolio owners seeking specialist property tax accountant advice, capital gains tax planning, and ownership structuring guidance.
Business Owners
Small business owners operating through companies or trusts who need specialist business tax accountant support, tax planning, and asset protection advice.
Trust & Asset Protection Clients
Families and investors using discretionary or unit trusts who require specialist trust tax and structuring advice.
SMSF Trustees
Self-managed super fund trustees investing in property and shares who require specialist SMSF accountant support and compliance.
Investment Property Tax Accountant Sydney
Property tax is complex, and most accountants do not specialise in it. As Sydney’s specialist property and business tax accountants, we help property investors optimise their tax position while ensuring their overall structure aligns with their broader business and investment strategy.
Whether you own one investment property or a portfolio of ten, the way you structure ownership, claim deductions, and time capital events can mean thousands of dollars difference each year. Our property tax specialists advise on:
- Maximising rental property deductions (interest, repairs, depreciation)
- Capital gains tax planning and sale timing strategies
- Optimal ownership structures (individual, joint, trust, company, SMSF)
- Land tax minimisation across NSW properties
- Converting between long-term and short-term rental (Airbnb)
- Negative gearing strategies and cash flow optimisation
- Cost base adjustments
- Depreciation schedules
- Main residence exemption rules
- Subdivision tax implications
Many clients come to us after realising their general accountant was missing deductions or giving generic advice. If you're serious about property investment, you need a property tax consultant in Sydney who understands the nuances.
Book a Discovery Call
Trust Accountant Sydney for Property and Business Structuring
Trusts are one of the most effective structures for tax planning and asset protection — but only when established and managed correctly. Asset protection cannot be added later. It must be built into your business and investment structure from the beginning.
As specialist trust accountants in Sydney, Investax helps business owners, property investors, and professionals establish and manage trust structures that are commercially sound, tax effective, and legally robust.
Our trust accountants assist with:
- Discretionary (family) trust setup, tax advice, and ongoing compliance
- Unit trust structures for property investment and joint ventures
- Asset protection structuring for business owners and professionals
- Trust income distribution planning to minimise overall family tax
- Trust deed reviews, updates, and restructuring advice
Many clients engage us before purchasing property, starting a business, or restructuring their affairs to ensure the correct trust structure is used from the beginning. If you are looking for a trust accountant in Sydney who understands property, business, and family trust structures, Investax can help.
Book a Discovery Call
SMSF Property Accountant Sydney
A self-managed super fund (SMSF) can provide significant tax advantages and investment flexibility, particularly for property investment. However, SMSFs are one of the most highly regulated structures in Australia, and trustees are personally responsible for ensuring compliance.
As specialist SMSF accountants in Sydney, Investax helps clients establish, manage, and maintain compliant SMSF structures. We assist SMSF trustees with both SMSF property investment and ongoing SMSF accounting and tax compliance.
If you are considering setting up an SMSF, we guide you through the entire process, including:
- SMSF structure and trustee company setup
- LRBA structure for SMSF property investment
- ABN and TFN registration and ATO compliance
- Annual SMSF tax return, financial statements, and audit coordination
- Ongoing SMSF accounting and compliance services
If your SMSF is being used to purchase an investment property, we work alongside your financial planner and mortgage broker to ensure the SMSF structure and compliance requirements are implemented correctly.
Many clients engage us before purchasing property through their SMSF to ensure the structure is correct from the beginning. If you are looking for an SMSF accountant in Sydney who specialises in property investment and SMSF compliance, Investax can help.
Book a Discovery Call
Business Tax Accountant Sydney for Structuring and Growth
Running a business without the right structure can lead to unnecessary tax, personal liability exposure, and long-term financial inefficiency. As specialist business tax accountants in Sydney, Investax helps business owners structure their companies, trusts, and business affairs correctly for optimal tax outcomes and asset protection.
We work with small business owners, companies, and professional practices across Sydney, providing practical tax advice based on how the business operates in reality, not just how it appears on paper. Our business tax specialists assist with:
- Choosing the right business structure including sole trader, company, or trust
- Profit distribution planning to minimise overall family tax
- Tax planning to support business growth and expansion
- Capital gains tax planning when selling or restructuring a business
- Ongoing compliance including BAS, STP, and FBT
- Ongoing compliance including tax returns, BAS, STP, and FBT
Many clients engage us when their business has grown, become more complex, or when they want their structure set up correctly before making major financial decisions. If you are looking for a business tax accountant in Sydney who understands company and trust structures, Investax can help.
Book a Discovery CallWhy Choose Investax as Your Tax Advisor and Accountant
Clients choose Investax because they want specialist tax advice, responsive support, and structures that are set up correctly from the beginning. We work with property investors, business owners, and professionals whose affairs require more than basic tax compliance.
Property and Business Tax Specialists
We specialise in property, business, trust, and SMSF tax advice. Our clients engage us for structuring and long-term tax planning, not just annual tax return preparation.
Advisory-Led Approach
Our focus is on helping you make informed decisions before you act. We provide practical tax and structuring advice throughout the year, not just at tax time.
Experienced with Complex Structures
We regularly advise clients using companies, trusts, and SMSFs, including multi-entity and property investment structures, ensuring they are set up and maintained correctly.
Direct Access When You Need It
Clients can contact us for brief guidance on important tax and structuring matters without worrying about additional fees for every quick question. This ensures you can make decisions with clarity and confidence.
We respond within one business day.
We aim to respond to all client correspondence within one business day, so you are not left waiting when timing is important.
Focused on Long-Term Outcomes
Our role is to help you get your structure and tax position right from the beginning, helping you avoid costly mistakes and supporting your long-term financial goals.
Offices in Sydney and Perth, Serving Clients Across Australia
With offices in Sydney and Perth, Investax works with clients locally and across Australia via phone, video, and in-person meetings.
Our Comprehensive Tax & Advisory Services
From tax compliance to strategic advisory, we provide end-to-end support for property investors and business owners.
Accounting & Tax Services
Advisory Services
What Our Clients Say About Investax
Don't just take our word for it. We've helped hundreds of property investors and business owners across Sydney build wealth and minimise tax.
"The team at Investax were fantastic with our tax returns. Really responsive to all our needs, very professional and a fast turnaround! Would definitely recommend them."
"The team at Investax are fantastic and have been looking after our business, personal and SMSF finances for many years. Ershad, Deft and Ishrak are approachable, thorough and great at what they do. Thanks team!"
"Thanks to the team from Investax to guide me through all my tax related questions with ease - even the remote working together was handled without any issues."
"Ershad was amazing and when my wife and I left our meeting with him, we both felt extremely motivated and confident that we chose the right company to advise us about our future ."
"Living interstate we have used Investax services remotely for our personal tax affairs as well as our family Trust and SMSF. Ishrak and Shirin always provide an excellent professional service,. They are quick and responsive to queries and turnaround matters in a timely fashion. Communication is great and are available for insightful advice as required. Great job Guys."
"I know the team at Investax (previously Chan & Naylor) through a friend's recommendation. Honestly an excellent and professional team of accountants and advisors. Ershad and Shirin's team are super efficient and always helpful when I have questions and have so much patience to explain in details. Excellent management for my tax return and other tax affairs. Would recommend them to anyone!"
Ready to Get the Tax Advice You Deserve?
Book a complimentary consultation with Sydney's specialist property tax accountants. Discover what your current accountant may be missing — and how the right advice can transform your financial future.
Detailed Property & Tax Solutions
Sydney's property tax specialists answer your most critical questions on wealth protection and tax efficiency.
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Meet Our Property Tax Specialists
Our experienced team delivers specialist property tax advice, strategic business structuring, and SMSF expertise to clients across Sydney.
Ershad Ullah
Business Growth and property Investment Specialist
Defy Gunadi
Property and Business Tax specialistContact Sydney's Property Tax Specialists
Book a complimentary consultation or visit our Sydney CBD office.
Sydney NSW 2000
