Sydney Accountant

Viewing 6 posts - 1 through 6 (of 6 total)

ollie
Member
@ollie
Join Date: 2004
Post Count: 3
May 6, 2005 - 11:51 pm
I am in the process of refinancing and need to set up a company and associated trust before purchasing investment properties.
Can anyone recommend a firm who specialise in this area.
Thanks
[confused2]
Ollie
Robbie B
Member
@robbie-b
Join Date: 2004
Post Count: 2,493
May 7, 2005 - 3:21 am
I did the same thing recently and could not find a decent Sydney Accountant. I ended up using Mark Unwin who is based in Melbourne and everything was done efficiently, quickly and at a good price. With the internet and email, there is no need to restrict yourself geographically. I have referred a few people to him and they are also happy with the service. He also posts in this forum so send him a PM.
Robert Bou-Hamdan
Mortgage Adviser
http://www.mortgagepackaging.com.au

Investor Links
coastymike
Participant
@coastymike
Join Date: 2005
Post Count: 125
May 7, 2005 - 4:02 am
Nick from Strategic Wealth Management is based in Bligh Street Sydney. I know that he deals with Chris Batten from Macquarie Group Services who is probably one of the most knowledgable individuals with respect to structuring.
Ive also heard good things re Edward Chan from Chan & Naylor but not sure who he deals with in respect to trusts.
Either of these individuals im sure will serve you well.
Terryw
Participant
@terryw
Join Date: 2001
Post Count: 16,213
May 8, 2005 - 12:39 pm
What about you Coastymike? You sound like you know what you are talking about, where are you located? On the coast somewhere?
Terryw
Discover Home Loans
Mortgage Broker
North Sydney
[email protected]
Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
http://www.Structuring.com.au
Email Me
Lawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au
DD
Member
@dd
Join Date: 2004
Post Count: 508
May 8, 2005 - 2:41 pm
PLA Management in Edgecliff are hot. I use them personally and the tax man cries each time he sees my return they are so good.
Ask for Maria, she is italian, early 40’s has her own property portfolio and does not take prisoners. Awesome.
http://www.plamanagement.com.au
the picture does not do her justice either.
DD
Buyers Agent (Dip Financial Services(FP)
Don’t sweat the small stuff,and it’s all small stuff!!
coastymike
Participant
@coastymike
Join Date: 2005
Post Count: 125
May 8, 2005 - 11:14 pm
Terry,
I am located on the NSW Central Coast so more than willing to assist those up this way. I usually refer people from the Sydney region to Nick at Strategic Wealth Management as I understand that a lot of people like to make face-to-face contact and Nick is well placed in Bligh Street. I also work in conjunction with Chris Batten and he has a lot of respect for Nick so I feel comfortable referring him. At the same time if you are located in Northwest Sydney (Baulkham Hills District) or on the Central Coast then we can certainly assist.