All Topics / Legal & Accounting / WHERE DO I FIND SOMEONE WITH THE EXPERIENCE?

Viewing 12 posts - 1 through 12 (of 12 total)
  • Profile photo of MiccaladyMiccalady
    Participant
    @miccalady
    Join Date: 2009
    Post Count: 23

    I have had the same accountant for 26 years.  He comes, does my basic tax return, is reluctant to give me any advice and although a nice guy – I now realise he is not the right person to be looking after my finances.

    I am reading chapter 9 of Steve's book and realise how many very costly mistakes I have made.  Can anyone advise me of a good accountant – I live in the South West of Sydney. 

    :}

    Profile photo of thecrestthecrest
    Participant
    @thecrest
    Join Date: 2004
    Post Count: 992

    Checkout this thread which is listed about 7 posts down from yours.
    Cheers
    thecrest

    https://www.propertyinvesting.com/forums/getting-technical/legal-accounting/4328614

    thecrest | Tony Neale - Statewide Motel Brokers
    http://www.statewidemotelbrokers.com.au
    Email Me | Phone Me

    selling motels in NSW

    Profile photo of MiccaladyMiccalady
    Participant
    @miccalady
    Join Date: 2009
    Post Count: 23

    Thanks, I found that usefu    l

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213

    Misguided loyalties cost a fortune.

    I have a client in the same boat. His accountant is hopeless, but he can never leave because of the friendly relationship. The accountant is not even claiming one property which is an investment and is missing out on heaps of deductions, but my client does nothing. I point this out and he says he will check, and then comes back a year later with new tax returns with the same problems.

    I would recommend http://www.guardianpartners.com.au

    Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
    http://www.Structuring.com.au
    Email Me

    Lawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au

    Profile photo of MiccaladyMiccalady
    Participant
    @miccalady
    Join Date: 2009
    Post Count: 23

    Thanks Terry,

    I will certainly look them up.  I have a very friendly relationship with my accountant also.  I have finally decided that business is business and I need to have the best possible people to help me secure my future.  I know it is hard to break away – I have been saying it for some time now but this is definitely it!!
    <br /:)” title=”>:)” class=”bbcode_smiley” />

    Profile photo of tess85tess85
    Member
    @tess85
    Join Date: 2007
    Post Count: 48

    My accountant is based in Campbelltown, he has 19 IPs and is very property savvy. PM me if you want any info, I don't want to post his details online and be accused of spamming!

    Profile photo of MiccaladyMiccalady
    Participant
    @miccalady
    Join Date: 2009
    Post Count: 23

    Hey thanks tess85,

    My mobile number is ########## if you don't mind sending through his details – that would be great.  Much appreciated.

    :}

    Profile photo of tess85tess85
    Member
    @tess85
    Join Date: 2007
    Post Count: 48

    Hmm I've just realised it's impossible to private message someone on here! grrr.

    Miccalady I will send you an SMS.

    Profile photo of thecrestthecrest
    Participant
    @thecrest
    Join Date: 2004
    Post Count: 992

    I thought you could PM someone on this forum, otherwise what are the inboxes for ?

    thecrest | Tony Neale - Statewide Motel Brokers
    http://www.statewidemotelbrokers.com.au
    Email Me | Phone Me

    selling motels in NSW

    Profile photo of tess85tess85
    Member
    @tess85
    Join Date: 2007
    Post Count: 48

    Ah! good point. I was looking for a 1 solution point-and-click method and couldn't see it… still can't… looks like you have to go to the "My Inbox" link??

    Profile photo of ChizChiz
    Participant
    @chiz
    Join Date: 2008
    Post Count: 70

    Do accountants do things like setup investment structures (eg trusts).

    I’m new to this and need professional advice on this (as well as an accountant who own investment properties and knows about claiming every legal expense)

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213

    yes, some can, just make sure your accountant knows this area as not all do

    Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
    http://www.Structuring.com.au
    Email Me

    Lawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au

Viewing 12 posts - 1 through 12 (of 12 total)

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