REAL ESTATE TAX ADVISORY

ACQUISITION & SETTLEMENT TAXATION

Costs of exchange are expensive in Real Estate. Business, Investment and Other matters may contribute to a possible benefit due under taxation guidelines.

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Specified knowledge and in depth understanding of client circumstances is where we are able to ensure maximum benefit.

DEPRECIATION

Fixtures, Fittings and other items may be depreciated over the course of a specified period, depending on what they are, and what they are used for.

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Precise costing, fitting and expensing is critical to ensuring the correct depreciation is deducted.

CAPITAL GAINS & WITHHOLDING TAX

A tax which is largely related to the sale of Investment Assets or Businesses. Capital Gains minimization is a critical step in ensuring greater Financial Health & Stability.

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Strategy in regards to Capital Gains & Withholding Tax are critical measures to minimize the effect of taxation on investment assets.

SALE OF INVESTMENT ASSET

Related to Capital Gains & Withholding Tax, the sale of investment assets has major implications for the Financial Future of a client.

Selling an asset can have major impacts on: Future deposits, serviceability & much more. An in depth understanding and analysis of this, will ensure the correct financial decision is made.

EXPENSE CATEGORISATION

As simple as this may sound, not all expenses are the same, hence they are not written in the same way in regards to Taxation.

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To ensure maximum benefit and compliance, categorical expenses are crucial - this could be as simple as a depreciable expense and a normal expense.

CAPITAL WORKS EXPENSE

Particularly relevant to new builds or existing builds less than 40 years old. Capital works allows a tax deduction similar to depreciation.

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This is a particular benefit to developers, property flippers or investors of new homes, as it can significantly supercharge your returns.

SERVICING & MAINTENANCE EXPENSE

Expenses which are constant throughout the year and relevant to your investment vehicle are expense appropriately.

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Not all expenses however are viewed in the same bracket, which enhances the importance of a greater understanding of how maintenance and servicing is written.

EXPENSE PLANNING & STRATEGY

In sum, the most crucial component moving forwards in Real Estate Taxation is the strategy which you adopt.

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This allows for a bigger picture view moving forwards. Greater returns are possible as the timing and precision of expensing can be a critical element in critical analysis and sustainable growth towards Financial Freedom.