All Topics / Legal & Accounting / Need a good accountant

Viewing 8 posts - 1 through 8 (of 8 total)
  • helin16
    Participant
    @helin16
    Join Date: 2009
    Post Count: 9
    February 14, 2013 - 10:44 pm

    New here, pls go easy on me :)

    I've got a number of investment properties, and I am about to start a new business. Someone suggested to me to setup a trust, so that it will protect my assets and max my tax benefits.

    Anyone know a good accountant?

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069
    February 14, 2013 - 11:22 pm

    Hi Helin

    Welcome aboard.

    Where are you located? 

    Not that you have to be in the same location as your accountant – but it's a good start in providing recommendations.

    Cheers

    Jamie

    Jamie Moore | Pass Go Home Loans Pty Ltd
    http://www.passgo.com.au
    Email Me | Phone Me

    Mortgage Broker assisting clients Australia wide Email: [email protected]

    helin16
    Participant
    @helin16
    Join Date: 2009
    Post Count: 9
    February 15, 2013 - 12:07 am

    Thanks Jamie!

    I am in Eastern Metro of Melbourne :)

    Profile photo of RPIRPI
    Participant
    @rpi
    Join Date: 2012
    Post Count: 308
    February 15, 2013 - 12:14 am

    Hi Helin

    Recommend you see a lawyer for asset protection as that is legal advice and accountant for tax purposes.

    regards

    RPI | Certus Legal Group / PRO Town Planners
    http://www.certuslegal.com.au
    Email Me | Phone Me

    Property Lawyer & Town Planner

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069
    February 15, 2013 - 12:22 am

    Try James from House of Wealth http://houseofwealth.com.au/

    Cheers

    Jamie

    Jamie Moore | Pass Go Home Loans Pty Ltd
    http://www.passgo.com.au
    Email Me | Phone Me

    Mortgage Broker assisting clients Australia wide Email: [email protected]

    Profile photo of Alistair PerryAlistair Perry
    Participant
    @aperry
    Join Date: 2004
    Post Count: 891
    February 15, 2013 - 12:31 am

    I highly recommend Mory Kalkopf at:

    Guests Accounting

    234 Balaclava Rd  Melbourne VIC 3161

    (03) 9509 7033      

    Regards

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213
    February 15, 2013 - 8:38 am

    Thats right accountants cannot give asset protection advice as this is legal advice and they are not trained in this area. But many do, so take their advice with a grain of salt, but it is important to get the tax advice as well.

    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 bradhurstbradhurst
    Participant
    @bradhurst
    Join Date: 2013
    Post Count: 2
    February 15, 2013 - 9:59 am

    Hi Helin, 

                 You could have a look at Chan and Naylor they are a very proactive company with tax advisors, accountants and lawyers all under one roof…I haven't dealt with them for a while now,but found them very good when I did.They have offices in all the major cities,in Australia ,from memory,and don't take their work lightly…if for some reason they couldn't give you an answer,they would set about finding an answer no matter what…anyway check them out and see what you think,cheers Brad

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