Personal finances

 
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Property Investors Service

Property Investors Service: Tax and Property Advice

Get the most out of your investment and create a portfolio with our reliable, specialist property and tax advice.

Our Property Investors Service includes:

  • Preparation of individual tax returns, property unit trust tax returns and family trust tax returns for property, shares and farm investors.

  • Tax advice on the best investment structure to suit the type of investment and protect your personal assets.

  • Financial and tax advice on the level of investments you can afford based on your income, cash flow, tax benefits and personal budget.


Investment Tax Structures and Advice

Investment Tax Structures and Advice

Navigating the world of investment tax structures doesn’t need to be stressful. We make it as simple as possible so you can build your wealth and reach your financial goals. Our expert advice incorporates investing through a property unit trust and self-managed super fund. Our focus is to protect your assets from any risk of litigation or loss and to save you tax. We use both structures to build your wealth for the long term.


Lending and Finance Service

Lending and Finance Service

Why waste time trying to find the best loan deal? We do the run around for you, saving you time and hassle. Our firm is a registered credit representative under AFG (ACL # 422852).

Our licence gives us access to hundreds of bank products to finance:

  • Home loans

  • Investment loans

  • SMSF loans

  • Business finance loans

  • Equipment and Motor Vehicle finance

Contact us

Contact us

Contact us to organise an initial 10 minute call

Money Intelligence Accounting Pty Ltd

Is a CPA firm founded by CPA Susan Wahhab and CPA Wendy Kayal. As CPA’s and tax agents, we provide accounting, tax and BAS reporting as well as tax and business advice.

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