Investor Services

* Experience * Forward Thinking * Innovative

If you are a share or property investor we know that you want to maximise your profit while minimising your tax obligations. We have the expertise to help you get the most deductions in relation to your investment and to help you navigate through the complexities of investment income and tax obligations, Quantity Surveyors reports, negative gearing and capital gains tax. Malcolm and his staff are also property and share investors, so we live and breathe investment taxation matters.

Property Investments

Experience

Borgeaud & Co provides and taxation services and advice covering around 400 residential and commercial rental properties. (Click here for more help with tax and rental properties)

Forward thinking

We provide a comprehensive service that tracks the cost-base of every asset from acquisition to disposal.  This includes any additions or cost-base reductions for capital gains tax purposes so that we can provide up to date estimates of any gain or loss made if you sell at a specific price. This service is invaluable for investment property owners as properties are often held for many years and this service protects against the loss of some of cost-base expenditure documents.

Innovative

We have developed our own rental property calculator which provides you with an analysis of cash flow and tax-effect – showing you the amount of weekly contribution you will either receive or be obligated to pay during the year

 

Share Investments

Experience

We provide accounting and taxation assistance for hundreds of investors with share portfolios of varying sizes and provide advice for those who wish to trade rather than invest.

Forward thinking

We provide a comprehensive service that tracks the cost-base of every asset from acquisition to disposal.  This includes any additions or cost-base reductions for capital gains tax purposes so that we can provide up to date estimates of any gain or loss made if you sell at a specific price. This service is invaluable for share investors as there are usually many different shareholdings and they are held for varying amounts of time. This service also protects against the loss of some of cost-base documents.

Innovative

For share investors, who do not use a broker, we can provide annual income and portfolio statements outlining gains and losses to 30 June each year and the performance of your portfolio. 

 

PAYG Withholding Variations

We prepare dozens of PAYG Withholding Variations each year for investors who have negatively geared assets and wish to alter the rate of tax being withheld from their salaries. Before providing this service we will give you an estimate of how much additional pay you will get “in the hand” each pay period. We will also offer advice as to the pros and cons of entering into a PAYG Withholding Variation arrangement.

Other Investor Services

We also offer Tax Audit Insurance that covers the legal and accounting costs of any government audit or review activity that may occur.

 

Borgeaud & Co is a professional services firm that combines professionalism with high levels of technical ability so our clients can benefit from our knowledge, experience and commitment to customer service.

More than counting beans. We add value.