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Investment Property Advice

We provide direct property advice to our clients.

Our property advice includes:

  • Discussions of the general characteristics of property
  • The differences between apartments, houses, inner city real estate, suburban real estate, mining towns etc
  • Analysis of the different classes of commercial property - Industrial, retail, office, etc
  • Determining the most appropriate level of gearing (negative and positive)
  • Property ownership structures - joint tenants, tenants in common, discretionary trusts, superannuation funds etc
  • Tax minimization - including in the event of capital gains, depreciation and the building allowance
  • Principal Place of Residence Capital Gains Tax exemption
  • Property ownership asset protection strategy - in the event of litigation or bankruptcy
  • Avoiding Land Tax where possible
  • Debt reduction strategies
  • Borrowing in a Self Managed Super Fund
  • Ensuring adequate insurance in the event of ill health to avoid the possibility of a forced sale
  • Determining whether a property is regarded as business real property for superannuation purposes
  • Stamp duty issues
  • First home owners grant
  • First Home Saver Accounts.

Our advice does not cover:

  • Marketing
  • Specific recommendations of properties.

" I am exceptionally happy with the quality of the advice and service that I continue to receive from Chris. I am impressed with his breadth of knowledge and expertise, and his ability to deliver it in a simple to understand manner. Chris is my first financial adviser and he has never given me a reason to look for an alternate. "

Jason Banks - State Manager Home Improvement Retailer