Property investors
Support for one rental property or a larger portfolio, including income, expenses, borrowing costs, depreciation and capital improvements.
Investors
Clear tax support for your investments.
Practical tax and accounting support for property investors, share and ETF investors, and clients with more complex investment affairs. I help keep the records organised, the tax treatment clear and the reporting accurate.
Rental property schedules and deductions
Shares, ETFs and managed funds
Capital gains tax calculations
Tax planning before major transactions
Based in Albany Creek, supporting investors across Brisbane North and Australia-wide.
Who this is for
Support for different types of investors and investment structures.
Investment tax can become more complex as the number of assets, transactions and ownership structures grows. The aim is to keep the records reliable and the tax treatment clear.
Share & ETF investors
Dividend income, franking credits, ETFs, managed funds, DRPs and capital gains reported accurately from the available records.
Trusts & companies
Annual accounts and tax support where investments are held through a trust, company or wider family group structure.
Complex investment affairs
Support where multiple properties, portfolios, foreign income, large disposals or several entities need to be brought together accurately.
Investment tax support
Keep the tax side organised as your investments become more complex.
Investment income is rarely difficult because of one transaction. The complexity usually comes from combining different statements, tracking acquisition costs, separating capital and deductible expenditure and retaining records over many years.
Rental income and expenses
Depreciation and capital works
Borrowing costs and interest
Dividends and franking credits
ETF and managed fund statements
Capital gains calculations
Cost-base record keeping
Entity and ownership considerations
How I can help
Tax and accounting services connected to your investment affairs.
Choose the services that match your investment affairs today, with additional support available as your investments become more complex. Whether you invest personally or through a company or trust, each service is delivered with your overall tax position in mind.
Individual Tax Returns
Rental schedules, dividends, managed funds, foreign income and capital gains incorporated into your annual return.
Learn more →Tax Planning
Review the likely tax outcome before year end or before a significant sale, distribution or other transaction.
Learn more →Company & Trust Tax Returns
Annual financial statements and tax returns for investment companies, trusts and related entities.
Learn more →Business Accounting
Accounting and reporting support where investment affairs sit alongside an operating business or group structure.
Learn more →Business Advisory
Cash flow, reporting and tax-focused support where your investments interact with a broader business or family group.
Learn more →ASIC & Company Support
Annual reviews and company changes where a corporate entity forms part of your investment structure.
Learn more →Why 85 Accounting
Tax advice that stays within the tax and accounting lane.
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Clear tax treatment
Investment income, deductions and capital transactions are explained clearly so you understand how they affect the tax result.
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Records that hold together
I help identify the records needed now and the information worth retaining for future disposals and capital gains calculations.
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Works with your adviser
Where financial or investment advice is required, I can work alongside your licensed adviser and provide the relevant tax input.
Common questions
Accounting for investors FAQs.
Can you help with more than one rental property?
Yes. I can prepare rental schedules and tax returns for one property or a larger portfolio, including properties held through different entities.
Can you prepare returns with shares, ETFs and managed funds?
Yes. I can incorporate dividends, franking credits, ETF and managed fund tax statements, distributions and capital gains into the relevant return.
Can you help before I sell an investment?
Yes. I can estimate the likely capital gain and tax impact, review the available records and explain the relevant tax considerations before the transaction is completed.
Can you advise which investment I should buy?
No. I do not provide financial product or investment advice. I can explain the tax consequences of a proposed transaction and work alongside your licensed financial adviser where appropriate.
Can you help with investments held in a trust or company?
Yes. I can prepare the annual accounts and tax returns and assist with the tax and compliance issues arising within the structure.
Do you work with financial advisers?
Yes. With your authority, I can provide tax information and work alongside your adviser so the tax and financial advice remain coordinated.
Related client groups
Other clients and industries I support.
Real Estate Agents & Agencies
Tax and accounting support for sales agents, property managers and agency owners.
Professional Services
Accounting and tax support for consultants, advisers and professional service businesses.
Medical & Allied Health
Tax and accounting support for practitioners, contractors and practice owners.
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Need help with the tax and accounting side of your investments?
Book a free initial chat to discuss your investments, records and current tax requirements.