All Topics / Help Needed! / PLEASE Point Me In The Right Direction

Viewing 10 posts - 1 through 10 (of 10 total)
  • Profile photo of Poor-MinerPoor-Miner
    Participant
    @poor-miner
    Join Date: 2014
    Post Count: 2
    May 6, 2014 - 2:49 pm

    Hi Guys,

    Looking for an Accountant who is Investment Property savvy as well as being a Company and Trust account expert.???????

    Southern Highlands, Sydney or Central Coast areas of NSW.

    Thankyou in advance

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069
    May 6, 2014 - 3:13 pm

    Terry W is an expert on trusts.

    Nick Moustacs (accountant) from Strategic Wealth Management is supposed to be pretty good.

    Cheers

    Jamie

    Jamie Moore | Pass Go Home Loans Pty Ltd
    http://www.passgo.com.au
    Email Me | Phone Me

    Mortgage Broker assisting clients Australia wide Email: [email protected]

    Profile photo of BennyBenny
    Moderator
    @benny
    Join Date: 2002
    Post Count: 1,416
    May 7, 2014 - 8:26 am

    Hi Poor Miner,
    I’ll add a +1 for Nick Moustacas.

    I have used him previously and he was on top of everything, and a pleasure to deal with. I suspect he would still be in Hurstville, but a quick check of “Strategic Wealth Management” website would affirm that,

    Benny

    Profile photo of BenBen
    Participant
    @albanga
    Join Date: 2014
    Post Count: 54
    May 7, 2014 - 11:40 am

    Hey guys,

    Wondering if anyone knows the same but in Melbourne?

    Cheers
    Ben

    Profile photo of BennyteeBennytee
    Participant
    @ten_burner
    Join Date: 2006
    Post Count: 243
    May 7, 2014 - 7:27 pm

    I have been using Strategic wealth since 2008, no issues always on the ball

    Profile photo of Poor-MinerPoor-Miner
    Participant
    @poor-miner
    Join Date: 2014
    Post Count: 2
    May 7, 2014 - 8:24 pm

    Hi all,

    Thankyou very much guys, had a few accountants in the past, just not getting the advice and help I need from my current Accountant.

    Thanks again for the help.

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024
    May 10, 2014 - 6:35 pm

    Which part of Melbourne are you based Ben ?

    Cheers

    Yours in Finance

    Richard Taylor | Australia's leading private lender

    Profile photo of BelindaCBelindaC
    Participant
    @purplebel
    Join Date: 2014
    Post Count: 9
    May 22, 2014 - 6:49 pm

    Hi all,
    Did you have any luck Ben?? I am also looking for an accountant the same as you but in Brisbane. Although I’m assuming they would not necessarily have to be located in the same state as you, just have to be aware of your states taxes etc.. Having said that, if anyone can recommend an accountant with IP portfolio themselves, and good at structuring (i.e.. trust accounts etched) would be really happy for a recommendation, thanks!!!!
    Belinda

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024
    May 22, 2014 - 10:59 pm

    Belinda i can point you in the direction there when we get together.

    Cheers

    Yours in Finance

    Richard Taylor | Australia's leading private lender

    Profile photo of BelindaCBelindaC
    Participant
    @purplebel
    Join Date: 2014
    Post Count: 9
    May 23, 2014 - 8:23 am

    Fantastic, thanks Richard!

Viewing 10 posts - 1 through 10 (of 10 total)

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