As the end of the 2023 financial year fast approaches, you’ll want to get organised so your accountant can prepare your financial statements and tax returns as efficiently as possible. This will save you both time and money.
Getting your information and documentation in order also means your accountant will be able to identify any tax advantages, so you don’t end up paying more tax than you need to. The sooner you start the process, the less likely it is you’ll omit or forget something that could be of real benefit you.
Looking ahead to what the 2024 financial year may bring should also be part of your planning, particularly as it is also an election year.
To that end, Anthony Lipscombe and I held a webinar recently on how to get ready, which you can watch below.
If you need assistance with any of the topics discussed in the video, please get in touch with us at GRA on +64 9 522 7955 or by filling out this form.
Just wanted to pass on how incredibly impressed I was with Quade Fraser, I have some complicated aspects to my personal situation and was looking at the a purchase of a property while needing to consider multiple individuals, a company and with my contracting and GST considerations.
I asked the consultant multiple questions over our meeting and he was able to calmly and articulately answer everything and give me cause to think about a whole lot of areas I would not have even thought of including; bright line, GST, mixed-use assets, trust structures (considering children beneficiaries), utilising a company structure etc. The bottom line is, I have a much better idea on what we need to do to structure my affairs in the most beneficial way for my family over the long-term.
Very knowledgeable, professional and with a great manner too. I got a huge amount of value out of the meeting.
- Kate, June 2023
Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.
We help new, small and medium property investors become long-term successful investors through our education programmes and property portfolio planning advice. With our deep knowledge and experience, we have assisted hundreds of clients build wealth through property investment.
Learn More