If you’ve invested in shares or property, it means you’re committed to achieving financial happiness by building wealth. At Bluebird Accounting, we provide the right tax advice to make those investments work harder.
We don’t believe investments should be set-and-forget – instead, we work with you to actively review and manage your investments at tax time, so you get the most effective outcome on your return.
Our expert team of accountants provide proactive advice regarding different tax scenarios, regardless of whether your investments are positively or negatively geared. We’ll discuss your personal situation to understand what you want to achieve with your investments, and provide you with the tax strategies that will give you the best result.
For example, we can help you understand the capital gains tax implication of the sale of shares or a rental property, or take a close look at your investment property to make sure you’re maximising expenses and depreciation.
If there’s an investment that you’re considering, get in touch. We can help you map out scenarios and guide you through the tax opportunities, implications and pitfalls, so you can make an educated decision on whether that investment is right for you – before you jump in.
Investment services
Rental property investment: Providing strategic tax advice and preparing documentation relating to your investment property for your income tax return.
Shares and other investments: Providing strategic tax advice and preparing documentation relating to your managed fund or share portfolio for your income tax return.
It's time to take flight
Book in a consultation with one of our experienced team to discover how we can help you achieve financial goals.
