Specialised Tax, Accounting, and Advisory Services Tailored for Your Real Estate Business.
Tax Planning
Structure Planning
Asset Protection
Succession Planning
Running a successful real estate business involves navigating a complex landscape of regulatory requirements, financial management, and tax obligations. Real estate business owners must manage unique challenges such as auditing trust accounts to ensure compliance with licensing regulations, structuring their business for tax efficiency, and protecting their assets from potential legal risks. Whether you’re managing a small real estate agency or a larger firm with multiple offices, having the right financial guidance is crucial to your success.
Investax is experienced in helping real estate business owners establish the right business structures, comply with regulatory requirements, and optimize their financial strategies. We provide comprehensive support, including trust account auditing, asset protection, tax planning, and financial management, to ensure your real estate business is compliant, efficient, and positioned for growth.
How Investax Can Help
Business Structure Setup and Compliance
Setting up a real estate business requires careful consideration of the business structure to ensure compliance with licensing regulations and optimize tax efficiency.
Investax has extensive experience in establishing real estate business structures that meet all regulatory requirements while providing the flexibility needed for growth. We ensure your business is structured correctly from the outset, minimizing future risks and maximizing tax benefits.
Trust Account Auditing
Real estate businesses are required to maintain trust accounts that comply with strict regulatory requirements. Failure to meet these requirements can lead to penalties, loss of license, or other legal issues.
Investax provides thorough trust account auditing services, ensuring that your trust accounts meet all regulatory requirements. We help you stay compliant with licensing laws, protecting your business and your clients.
Asset Protection
Real estate businesses face significant risks, including potential litigation from clients, trades people, making asset protection a critical concern. Without proper asset protection, personal and business assets could be vulnerable.
Investax offers comprehensive asset protection strategies, including the implementation of trusts and other legal structures, to safeguard your assets from potential legal and financial risks. We help ensure that your wealth and business are protected.
Tax Compliance and Planning
Real estate businesses have complex tax obligations, including income tax, GST, Payroll Tax, and Fringe Benefits Tax (FBT). Non-compliance or inefficient tax planning can lead to higher tax liabilities and penalties.
Investax provides expert tax compliance and planning services tailored to real estate businesses. We help you navigate complex tax regulations, optimize your tax position, manage Payroll Tax and FBT obligations, and ensure all compliance requirements are met.
Asset Management and Depreciation
Real estate businesses often invest in significant assets, such as office space, technology, and property. Managing these assets effectively is crucial for both operational efficiency and tax purposes.
Investax helps you manage and track your business’s assets, ensuring proper depreciation and maximizing tax deductions. We provide guidance on asset management strategies that align with your business’s long-term goals.
Tax Deductions and Incentives
Identifying and claiming all eligible tax deductions is crucial for minimizing tax liability. However, real estate businesses may overlook deductions and incentives that could significantly reduce their tax burden.
Investax ensures that your real estate business takes full advantage of all available tax deductions and incentives. We review your financials to identify opportunities for savings and implement strategies that optimize your tax position.
Fringe Benefits Tax (FBT) Management
Providing benefits to employees, such as cars, entertainment, or other perks, may trigger Fringe Benefits Tax (FBT), adding to your tax obligations. Managing FBT correctly is essential to avoid unnecessary costs.
Investax helps manage and minimize your FBT liabilities by advising on the most tax-efficient ways to provide benefits to employees. We ensure that your FBT reporting is accurate and compliant with ATO requirements.
Payroll Tax Compliance
Payroll Tax can be a significant burden for real estate businesses, especially as your business grows and your payroll increases. Ensuring compliance with varying state requirements is essential.
Investax assists in managing Payroll Tax obligations by providing accurate payroll processing, advising on state-specific requirements, and implementing strategies to minimize your Payroll Tax burden.
Financial Reporting and Analysis
Accurate financial reporting is essential for understanding your business’s performance, making informed decisions, and maintaining compliance with regulatory bodies.
Investax provides detailed financial reporting and analysis services, helping you track your business’s financial health, identify trends, and make data-driven decisions. We ensure that your financial statements are accurate, timely, and compliant with all legal requirements.
Exit Strategy and Succession Planning
Planning for the future, whether it involves selling your real estate business or passing it on to the next generation, requires careful consideration of Capital Gain Tax (CGT) implications and business continuity.
Investax offers tailored exit strategies and succession planning services that minimize CGT tax liability and ensure a smooth transition. We work with you to develop a strategy that protects your legacy and secures the financial future of your business.
The right advice and accounting partner can transform your business's future. Your path to greater financial success and business growth could be just one call away—and since it’s free, your only investment is a few minutes of your time.