PROPERTY INVESTMENT ADVISOR AND ACCOUNTANT

TRUSTED PROPERTY INVESTOR ACCOUNTANT AND ADVISOR

WE’RE IN THE BUSINESS OF MAKING YOURS A SUCCESS

Craig Allen and Associates are a team of property tax specialists who are equipped with in-depth knowledge and expertise to manage complex tax matters and investment property requirements. We have helped hundreds of property managers and real estate investors ensure their income tax is legally minimised and reported correctly.

We also provide sound advice on buying an investment property and structuring your property portfolio for long-term success.

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WHETHER YOU’RE AN EXPERIENCED PROPERTY INVESTOR OR JUST STARTING, WE CAN…

  • Improve Asset protection and cash flow of your investment property portfolio
  • Provide effective tax strategies to maximise your income
  • Structure your investment property loans

  • Strategise how to better fund all investment property purchased

  • Update you on changing income tax rules

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PROMPT PERSONALISED SERVICES

We understand the pressures you face in terms of time and stress. We are distinct from other Melbourne accounting firms, promising to respond to clients’ concerns or queries within 24 hours—because timely, hassle-free support is vital for your work, and for your peace of mind.

Our team of Certified Practising Accountants can work with you to:

  • Improve your profitability

  • Build a strong, stable financial platform

  • Ensure your records are accurate and up-to-date

  • Plan and improve your tax result

ACCOUNTING AND BOOKKEEPING

Bookkeeping and accounting is the language of business. Without it, businesses are prone to failure. We can accurately manage and process your business’ financial information so that you can focus on growth and other goals.

INDIVIDUAL AND BUSINESS TAX

Whether you’re in business or an individual taxpayer, we can help to simplify the taxation process, ensure tax compliance and improve your tax position.

ASIC COMPLIANCE

We can handle all your ASIC requirements, including setting up structures, attending to changes of directors and shareholders, and attending to your company annual statements.

SELF-MANAGED SUPER FUND (SMSFs)

We are experts at processing the financial statements for your SMSF, as well as arranging and liaising with SMSF auditors to ensure your fund’s compliance.

FINANCIAL PLANNING

We have several financial planners to whom we refer clients, as requested. We maintain close relationships with these planners to ensure the best independent advice and service.

BUSINESS CONSULTING & ADVICE

The most successful business owners utilise their accountants for business structuring, cash-flow management and growing their business. We offer effective high-level advice to improve business operations and increase profitability.

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ACCOUNTING SOFTWARE FOR PROPERTY INVESTORS

Having the right accounting software is critical to all property developers, managers, and investors.

Effective accounting software provides an overview of financial data like purchase orders, job costing, profitability and areas where you are spending your hard-earned revenue. With good accounting software, these can all be processed in real-time.

We at Craig Allen and Associates can manage your whole accounting system from start to finish.

We can do as little or as much as you require. This includes processing all your transactions, reconciling your business bank accounts, processing your superannuation obligations, and– most of all– using these financial data to give you quality advice on how to improve your investment property’s overall performance and profitability.

If you prefer to process your data, we can teach you the best way to use software such as Xero and MYOB.

INVESTMENT PROPERTY TAX DEDUCTIONS

Getting your tax obligations in order can improve your profitability and allow you to spend more on things that matter to you. More than preparing your tax returns, we provide valuable tax minimization advice tailored for property investors.

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OUR COMMITMENT

HOW CAN WE HELP?

Send us an enquiry and we’ll get in touch shortly.

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