Early Career
Get Tax Sorted
Overview
You've worked hard for your investments. Let's make the numbers count.
Your first investment property. A few shares you've been holding for years. A growing portfolio. Or plans to buy your next investment through a company or trust.
Building wealth can be exciting. But with every new asset comes another set of financial decisions, tax obligations and questions worth asking.
Should you buy in your own name or through a trust? Which property expenses can you claim? What happens when you sell? And how do your investments affect your overall tax position?
At Bon Conseil, we help property owners and investors understand the accounting, tax and structural implications of their investments, so they can make more informed decisions at every stage.
Got something on your mind? We're all ears.
Tax questions. Business plans. Family finances. Investment ideas. Or that one thing you've been meaning to sort out for months.
You don't need to have it all figured out before getting in touch. That's what we're here for.
Services
How We Can Help
Owning an investment can look straightforward on paper. Buy an asset, earn an income and hopefully see its value grow over time.
But behind the scenes, there's rental income to report, expenses to track, tax obligations to manage and decisions that can have consequences years down the track.
Maybe your rental property is negatively geared. You've sold shares at a profit. Or you're thinking about buying another property and aren't sure which ownership structure makes sense.
We'll help you understand what's happening behind the numbers, keep your records in order and consider the tax implications before making your next move.
[01]
Investment & Property Tax
Owning an investment property or earning income from shares brings additional responsibilities at tax time. We'll help you understand what needs to be reported, which expenses may be deductible and how your investments affect your overall tax position. Whether you own one rental property or have several income-producing assets, we'll help you keep your tax affairs organised.
✔ Rental income and expense reporting
✔ Investment property tax returns
✔ Property-related deductions
✔ Property-related depreciation
✔ Dividend, interest and other investment income reporting
✔ Negative gearing and tax implications
[02]
Capital Gains Tax Planning
Selling an investment property, shares or another asset can create capital gains tax consequences. And the amount you originally paid isn't always the only figure that matters. We'll help you understand how capital gains are calculated, which concessions may apply and what records you'll need when it's time to report a sale.
✔ CGT calculations and reporting
✔ Property and share disposal tax considerations
✔ Cost base and ownership record reviews
✔ Capital gains tax discount and concession eligibility
✔ Tax planning before selling an asset
[03]
Investment Ownership & Structuring
Should an investment be held in your own name, jointly, through a company or in a trust? Different structures can have different implications for tax, administration, asset ownership and future transfers. We'll help you understand the options and assess how a proposed structure fits your circumstances before you commit.
✔ Individual and joint ownership considerations
✔ Company and trust structuring advice
✔ Tax implications of different ownership structures
✔ Investment-related business structuring
✔ Reviews of existing investment structures
[04]
Trust & Company Accounting
When investments are held through a trust or company, the accounting and reporting responsibilities can become more involved. From financial statements and tax returns to distributions and ongoing compliance, we'll help you manage the paperwork and understand what's happening financially.
✔ Trust and company tax returns
✔ Financial statement preparation
✔ Trust distribution tax considerations
✔ Bookkeeping and financial record-keeping
✔ Ongoing accounting and tax compliance
[05]
Private Wealth & Tax Planning
Maybe your investments have grown over time. You're managing assets across different structures or starting to think about how your wealth will support your family in the years ahead. We'll help you bring together the tax and accounting considerations across your investments, businesses and family structures, so you can see how the pieces fit.
✔ Investment-related tax planning
✔ Reviews of ownership and tax structures
✔ Family wealth and trust considerations
✔ Tax implications of future asset transfers
✔ Coordination with your financial and legal advisers
[06]
SMSF Accounting & Compliance
A self-managed super fund can give trustees greater responsibility over how their retirement savings are managed. It also comes with strict rules, reporting obligations and ongoing administration. If you already have an SMSF or are considering establishing one, we can help you understand the accounting, tax and compliance requirements involved.
✔ SMSF setup and registration support
✔ SMSF accounting and administration
✔ Annual SMSF tax returns
✔ Compliance reporting and audit coordination
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