Perth accountant

Hi all

Can any one recommend a knowledgable all round accountant in perth that has an excellent understanding of all things to do with property especially aus and nz ips.

Need one for tax returns etc and also to have a sit down with to answer some questions and sort some things out before the nz tax year ends in march.

Thanks for your help

Hi HD_Ace,

I am scouting out for a Perth accountant to, have you had any luck finding one who is well versed in property investments?

Cheers,

Joel

I'm using M-Squared in Subiaco (http://www.m-2.com.au/) upon a recommendation from here. They seem well-versed in international tax laws, something that I require. A bit pricey, but so far the service seems ok. Just finished my third tax return with them.

I use:

Mike Lutz
Hillview Taxation and Business Solutions
t: 0402 091 560
e: [email protected]
w: hillviewaccounting.com.au
m: PO Box 3477, Midland, WA, 6056


Has done a good job for me and I am happy with his service. He is always happy to respond to quick queries for no charge and has reasonable rates for the big stuff.

Thanks for the referrals guys, will check them out. Looking for a small firm since I really need to do some pretty straight forward tax returns and hopefully property investment in the future

Hi HD_Ace,

I just got in contact with Baggetta & Co. They specialise in small business & individuals with share / property investment. That might be suitable for your needs.

Baggetta & Co
Suite 2, 65 North Lake Road
Myaree WA 6154
P: (08) 9317 7300
e: [email protected]
w: http://www.tax-accounting-perth.com.au

they offer the first consultation free of charge to meet up and see if you fit in their client portfolio. something that I highly appreciate.

any luck so for???

If you want a Perth based accountant try Llew Eynon or Nigel Plowman. Both of these people have high worth clients from Property Investments.

I personally use James Gatherum-Goss director of House of Wealth in Melbourne. James specialises to clients who are focussed on Wealth Creation (from Property, Shares & Business) & Asset Protection. He is a property investor himself, knows his accountancy stuff and is a top bloke as well.

He has been looking after our accountancy affairs for quite a few years now. In my opinion his service is 2nd to none and is a main reason I utilise his services.

Even though James is in Melbourne and I'm in Perth, this is no disadvantage what so ever with today's technology.

I correspond with him via Skye, Email, Phone, Facebook etc..All our source documents & returns are transferred electronically, even faster than than if I were sitting in his office.

I hope this helps and provides some food for thought.

Thanks heaps Rixter for your experience on having an out-of-state accountant. I was thinking of giving Nic from Strategic Wealth in Sydney a call. Read good things about him on this forum.

Hi Joel and HD ACE

I'm in the same boat, looking for a new accountant with an IP passion, would be interested to know how you go.

cheers

Hi all

Well a while ago i had a Consultation with carley from concero consulting. Seemed to know her stuff and point me in the right direction.
But cant comment on her yet until my tax return etc is completed.


Carley Broadway

Concero Consulting Pty Limited
14-16 Rowland Street Subiaco 6008
PO Box 2203 Subiaco W.A. 6904
p: 08 6555 3999 f: 08 6316 3365*m: 0404 528 98
www.concero.com.au


Cheers

Rixter said:

If you want a Perth based accountant try Llew Eynon or Nigel Plowman. Both of these people have high worth clients from Property Investments.

I personally use James Gatherum-Goss director of House of Wealth in Melbourne. James specialises to clients who are focussed on Wealth Creation (from Property, Shares & Business) & Asset Protection. He is a property investor himself, knows his accountancy stuff and is a top bloke as well.

He has been looking after our accountancy affairs for quite a few years now. In my opinion his service is 2nd to none and is a main reason I utilise his services.

Even though James is in Melbourne and I'm in Perth, this is no disadvantage what so ever with today's technology.

I correspond with him via Skye, Email, Phone, Facebook etc..All our source documents & returns are transferred electronically, even faster than than if I were sitting in his office.

I hope this helps and provides some food for thought.

Click to expand...

I just wanted to know Rixter, what does James Gatherum-Goss director of House of Wealth in Melbourne strategy positive or negative geared as I looked on his webpage he looks more focused on negative, but reading alot of forums people are saying that positive is the way to go, yea you will pay higher tax but you won't be paying out of your pocket as the properties are doing all the work. I am in Perth also, Was thinking of using him but also am considering Mckinley/Plowman in Joodalup or Llew Eynon who apparently has 40 investment properties. I am so confused lol, Whats your opinion on gearing strategy etc as I don't know which accountant is better or what strategy is better. I have one property paid off in Balga near Redcliffe Ave off Beach Rd I am 33 yrs old. Please give me some help

Kind Regards,

Mark

Maso_Medallion said:

I am so confused lol,)

Click to expand...

Mark it sounds like you are suffering from Analysis Paralysis created from information overload. Its the most common mistake newbies and sometimes not so newbies can make.

When you listen to others they will give you their opinion on what's the best strategy. But what you have to remember is its only 'their opinion' on what best suits 'them'. You need to remember we are all different.

There is lots of different strategies out there and there is no right or wrong one. You choose which strategy best suits your own personal situation on what you are ultimately want to achieve, the time frame you want to achieving it in, how hands on or off you want to be, and all this based around your personal risk profile.

If you know where you are going then there is only one most direct road to take, but if you dont know where you are going then all roads will look the same. I'd hazard a guess by saying it is probably this factor which is underlying issue behind the confusion you are currently experiencing?

WesternRat said:

I'm using M-Squared in Subiaco (http://www.m-2.com.au/) upon a recommendation from here. They seem well-versed in international tax laws, something that I require. A bit pricey, but so far the service seems ok. Just finished my third tax return with them.

Click to expand...

tax return from 800.
Pricey, indeed but probably needed for the expat client.

I can chip in there as im one of the directors at house of wealth. Both strategies are equally valued negatively geared and positively geared. We actually dont have a preference for either strategy. Our main focus is on structuring based on an individuals preferred strategy and ensuring that all potential deductions are then maximised. Structuring for short, mid and long term goals is what we specialise in for property as opposed to the actual strategy that an individual feels is best for them.

Has taken me forever but Im settled with Mark Pozzi.

He's WA based - but if that's not a priority then House of Wealth.