We transform your tax obligations into powerful wealth-building tools.
Tax, working for you
It’s an area where financial opportunities are often missed by the average property investor. Property tax legislation is complex, constantly evolving, and varies from one financial scenario to another: we can’t all be experts in every area.
Because property taxation is so complex and multifaceted, this critical aspect of financial planning is often neglected. It doesn’t have to be. By strategically managing property tax liabilities, investors can significantly enhance their financial growth and long-term wealth.
It’s not merely about complying with property tax obligations: it’s about understanding how to make the property tax system work in your favour, turning potential financial burdens into powerful assets. This is where Chase Wealth Australia can help.
Your investment plan is completely tailored to your individual risk tolerance, timeline, lifestyle, family situation, desired income, and aspirations for growth.
We evaluate your finances and provide education on how to minimise your taxes and debts, placing you in a more secure position for long-term financial growth.
Our approach is holistic, personal, supportive, and based on proven investment fundamentals.
We guide you all the way through to achieving your future goals in the safest, most effective, and most rewarding manner for you and your family.
How it works
Our approach starts with an initial personal consultation to assess your property tax situation and overall property investment mix.
Together, we gain clarity around your financial situation and the property taxation issues you’re facing or likely to face, depending on the investments you want to focus on.
We listen closely and carefully to your concerns, addressing any questions you may have and putting things in easy-to-understand terms.
We identify property tax minimisation strategies tailored to your needs. Leveraging the latest property tax laws and economic incentives, we work to optimise your financial plan, aiming to boost your property investment returns while staying compliant.
Through strategic planning, we aim to structure your property finances so your tax dollars work towards building a robust property portfolio, paving the way for a secure financial future.
Leverage quantity surveying expertise to ensure accurate construction cost estimations for maximised tax depreciation.
Explore quantity surveyingUnlock financial peace of mind with bespoke strategies aimed at growing and protecting your wealth, now and into the future.
Explore wealth managementStay informed and in control with dedicated portfolio management, regular updates and re-strategising options.
Explore portfolio managementThere’s no one-size-fits-all approach to property investment. Every Chase Wealth Australia client is different, and there are many factors to weigh in each person’s unique situation: an appointment with a Chase Wealth Australia property expert gets all your questions answered.
Common questions
Investors can generally claim the running costs of a rental property, such as loan interest, property management fees, council rates, insurance and repairs, alongside the depreciation of the building and its fittings. Which deductions apply depends on how the property is held and financed, which is why getting the structure right at the outset matters more than most people expect.
Depreciation lets you claim the gradual wear and tear on a building and its assets as a deduction each year, without spending anything further. On many investment properties it is one of the largest deductions available, and it is claimed from a depreciation schedule prepared by a quantity surveyor.
Capital gains tax applies to the profit when you sell an investment property for more than its cost base. Holding the property for more than twelve months generally qualifies you for a discount on the taxable gain, and the way the purchase is structured at the outset affects how much you pay later. Planning the exit before you buy is part of a sound strategy.
Yes. Whether a property is held in your own name, jointly, or through another structure changes how the income, the deductions and any future capital gain are treated. The right structure depends on your income, your goals and who else is involved, so it is worth settling before you sign a contract rather than trying to change it afterwards.
Yes. A property tax strategy works best alongside your accountant: we map the structure and the deductions to your investment plan, and your accountant confirms and lodges the detail. The two roles complement each other, and getting both in place early is what keeps a growing portfolio efficient.
Everyone’s position is different. A Chase Wealth Australia specialist will walk through yours and show you what property could do for it.
