Archives: Investax FAQs

A property accountant is a financial professional with specialized expertise in managing and optimizing property-related financial matters, including tax planning, investment structuring, and financial management for property investors and developers. Investax stands out as your preferred property accountant for several reasons:
1. Comprehensive Services: Investax offers a wide range of services tailored to property investors and developers, including tax advisory, annual tax returns, tax planning, and specialized structuring advice for property-related assets.
2. Geographical Coverage: While based in Sydney, Investax serves clients across Australia, from Queensland’s cray fishing businesses to Melbourne’s major property developers, high net worth individuals Canberra, and Perth. Our virtual face-to-face meetings ensure accessibility no matter where you are in Australia.
3. Asset Protection: Investax specializes in asset protection strategies, helping you safeguard your property investments and assets while optimizing tax efficiency.
4. Retirement Planning: Our dedicated financial advisers provide personalized retirement planning services, ensuring your financial future is secure, whether you’re an individual or business owner.
5. Finance Assistance: Investax has partnered with a dedicated finance team to assist clients with mortgage and business loan needs, providing comprehensive financial support.
6. Client-Centric Approach: We understand the value of quality service and prioritize virtual consultations for your convenience. Investax is committed to providing the highest level of personalized support to help you achieve your property and financial goals.
In summary, a property accountant like Investax specializes in property-related financial matters and offers a comprehensive suite of services, geographical coverage across Australia, asset protection expertise, retirement planning, finance assistance, and a client-centric approach. Investax’s dedication to meeting your specific needs makes us the preferred choice for property accounting services.

Investax offers its professional services to clients across Australia. While our main office is located in Sydney, New South Wales, we proudly serve clients from various regions, including Queensland, Victoria, Canberra, and Perth. We understand the importance of convenience and accessibility for our clients, especially in this digital age. As a result, we prioritize virtual face-to-face meetings, ensuring that you can access our high-quality services from the comfort of your location, whether you’re in Brisbane, Melbourne, Canberra, Perth, or elsewhere in Australia.

First and foremost, we appreciate your visit to our website and your interest in seeking information. If you wish to refer a family member or friend, please don’t hesitate to send us an email directly to either [email protected] or [email protected]. Alternatively, you can find our contact details on our “Contact Us” page for your convenience.

Investax Group boasts over two decades of experience in the industry. Formerly affiliated with Chan and Naylor Group, our decision to chart our own course in the realm of property and small business accounting specialists comes as a result of the founders’ retirement.

Investax offers a proactive tax reminder service to our existing clients, sending out 3-4 reminders throughout the year to ensure you stay informed about important tax deadlines. Our clients typically benefit from extended deadlines, often until the following May. To receive these essential reminders, we recommend subscribing to our newsletter to stay up-to-date with crucial tax information and deadlines.

Investax provides a wealth of resources to assist clients in various aspects of their financial journey. Our website features comprehensive occupation guides tailored to different professions, offering insights and strategies for tax optimization. Additionally, our Investax Insight section boasts a vast library of news articles covering topics such as property investment, asset protection, finance, and financial planning to keep clients informed and up to date. To streamline the tax return process, we offer an annual checklist that clients can use to gather and organize their tax information efficiently. For those seeking a deeper understanding of ownership structures, Investax offers e-books specifically focused on Trust and SMSF structures, allowing clients to learn at their own pace and make informed decisions regarding their financial future.
In addition to our extensive resources, we offer the opportunity for clients to engage in personalized consultations. Through our Complimentary Consultation form, you can easily connect with a relevant expert to address various aspects of your financial and taxation requirements. Whether you’re looking for guidance on property investment, asset protection, finance, or financial planning, our team is here to assist you in achieving your financial goals.

Yes, Investax has partnered with a dedicated finance team to offer assistance with mortgage and business loans. Whether you’re purchasing a home, refinancing, or seeking business financing, our partners can provide guidance and access to competitive loan options.

Absolutely! Investax has a team of financial advisers dedicated to helping clients with retirement planning. Whether you’re an individual looking to secure your financial future or a business owner planning for retirement, our experts can provide personalized strategies to achieve your retirement goals.

Yes, Investax specializes in structuring advice with a focus on both asset protection and estate planning. Our experts can help you create tax-efficient structures that safeguard your assets while ensuring a smooth transition of wealth to future generations.