Find an independent accountant for property investment questions

Who this pathway may suit

Individuals, families and businesses with investment-property accounting or tax questions.

Common questions and needs

• Rental income and expense records
• Depreciation and property-related documentation
• Capital-gains records and transaction history
• Multiple properties, trusts, companies or SMSF-related questions

Why people make this enquiry

• A property has been acquired, sold or transferred
• Records span multiple properties or ownership structures
• Rental income and expenses need organising
• A tax, legal or financial question needs the right professional boundary

Prepare a useful brief

• Contracts, settlement dates and ownership details
• Rental statements, loan interest and expense records
• Improvement, depreciation and disposal information
• Any trust, company, SMSF, legal or financial-advice context

Do not include passwords, tax file numbers, bank credentials or private keys in an initial enquiry.

Questions for a prospective professional

• What property and ownership records should I provide?
• Which questions are tax, legal or financial advice rather than accounting work?
• Do you work with multiple properties or entities?
• How will capital-gains and record-keeping work be scoped?

How the referral process works

Tell us what you need, your timing and whether local or remote support matters. We review the brief and may share it with an independent professional who appears potentially relevant. They decide whether to respond, and you decide whether to proceed under a separate engagement.

Professional considerations

We do not provide tax, legal or financial advice and do not promise deductions, outcomes or investment suitability. Ask the independent professionals involved to explain their registration, scope and role.

Related guides

• Investment income and personal taxation
• Property investment within an SMSF structure
• Navigating capital gains as an individual
• Personal tax preparation checklist

Frequently asked questions

Does this page provide property-tax advice?

No. It explains the type of brief an independent professional may assess. Personal advice is provided only under a separate engagement.

Can property held in a trust or company be included?

Yes. Include the ownership structure and relevant records so the independent professional can assess whether it is within scope.

Can you recommend a property investment?

No. Accountant Connect Australia does not provide financial advice or recommend investments.