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Smart Property Tax & Structuring for Melbourne Investors

Property Tax Accounting for Investors Who Think Ahead

Clarity before contracts. Confidence before tax time.
From capital gains to negative gearing, our fixed-fee advisory model gives you a complete property tax strategy — not just a return.

Our Property Investment Expertise

Clarity, Strategy and Structure — Not Just Tax Returns

Property investors don’t just need a tax agent — they need a strategist who understands how ownership, financing, and timing change the outcome. At 42 Advisory, we work with Melbourne investors and developers to align structure, tax treatment and cash flow — so your investments grow efficiently and compliantly.

With clear forecasting and year-round advice, you’ll always know what’s due, when it’s due, and how to minimise tax before settlement. From entity setup to CGT planning, we keep every detail aligned with your long-term goals.

We coordinate closely with your legal, mortgage and property teams so there’s no missed deadlines, duplicate data, or costly surprises at sale — just clarity in the numbers, every step of the way.

 

What We Cover

Property Tax Accounting & Planning Services

At 42 Advisory, we help Melbourne small businesses stay ahead of their tax and compliance responsibilities, not chase them. Our team manages your BAS, IAS, PAYG, payroll, FBT and year-end obligations so you stay compliant, confident and focused on running your business.
Capital Gains Tax (CGT) Forecasting & Planning

We help Melbourne property investors model the financial impact of selling before or after June 30, assess eligibility for the 50% CGT discount, and determine the most effective ownership structure for future assets.

Negative Gearing Strategy & Cashflow Modelling

Balance interest deductibility, cash flow, and long-term ROI with clarity.

Subdivision & Development Tax Advice

Structure projects correctly from the start — manage GST, revenue vs capital, and SRO implications.

Property Structure Setup & Review

Personal, trusts, companies, or SMSFs — we help you choose the most tax-effective and compliant ownership model.

Foreign Investor & SRO Land Tax Advisory

Navigate surcharge rates, trust residency rules, and state-based obligations with precision.

Annual Investment Portfolio Tax Management

Year-round support across rental property compliance, depreciation schedules, and forecasting.

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Clarity Through Fixed-Fee Property Advisory

The Solution — Strategy, Structure and Certainty

At 42 Advisory, we believe successful property investing isn’t about chance — it’s about structure, timing, and clarity.

That’s why every investor we partner with benefits from a fixed-fee advisory model: one transparent monthly price that covers your property tax accounting, GST, CGT forecasting, and ongoing investment structure advice.

No hourly surprises. No after-the-fact tax shocks. Just proactive advice, clear planning, and predictable outcomes that scale with your portfolio.

Our team helps Melbourne property investors make confident, compliant decisions — from setting up the right ownership structure to planning sales for maximum capital gains efficiency.


Because at 42 Advisory, we don’t just prepare your property tax return — we build a smarter, forward-looking strategy around it.

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For Melbourne Property Investors

Property Tax Compliance Made Simple. Accuracy You Can Trust.

Staying compliant as a property investor shouldn’t be complicated — and with 42 Advisory, it isn’t.
We manage your entire property tax and compliance cycle with clarity, precision, and fixed-fee confidence.

From rental property tax returns and capital gains tax (CGT) reporting to land tax assessments, PAYG, and trust compliance, our systems ensure everything runs smoothly and on time.

With cloud-based technology, proactive reminders, and year-round visibility, you’ll always know what’s due, when it’s due, and how it affects your investment performance.
No last-minute surprises — just calm, structured compliance that helps Melbourne property investors stay confident all year round.

For key dates and deadlines, visit our resource:


➡️ Key ATO Due Dates — BAS, PAYG, FBT, Super & TPAR

This guide helps you stay ahead of every compliance milestone and is updated regularly by our team at 42 Advisory.

Other Services for Property Investors

At 42 Advisory, we support Melbourne’s investors and business owners with a complete financial ecosystem — from property and tax strategy to bookkeeping, forecasting and compliance.

Small Business Tax & Compliance Made Simple
We help Melbourne SMEs manage their entire tax cycle with confidence — BAS, PAYG, FBT, and ASIC compliance handled seamlessly under one fixed-fee structure.


Our proactive approach ensures your business and investment structures stay compliant and tax-efficient year-round.

🔗 Learn more about our Small Business Tax & Compliance Service.

 

Personal Tax Returns with Strategic Foresight
Beyond lodgement, we analyse your income sources, investment property deductions, and CGT exposures to ensure your personal return supports your broader goals.


With 42’s advisory-led model, you’ll always understand what’s driving your tax position — and how to plan ahead.

🔗 Explore our Personal Tax Return & Advisory Services

Accurate BAS & GST Management — Without the Stress
We manage BAS, IAS and GST reporting for property and business clients using real-time data from Xero and cloud platforms.

Our systems eliminate errors and keep your GST and PAYG obligations transparent and on time, every quarter.

🔗 Discover how our BAS & GST Accountants in Melbourne streamline your reporting.

Smart, Automated Bookkeeping That Works With Your Tax Strategy
Our bookkeeping solutions are built for precision and efficiency — using automation and cloud integration to deliver real-time financial visibility.


Clean books mean faster decisions, better forecasting, and fewer surprises at tax time.

🔗 Learn more about our Bookkeeping Services designed for growing Melbourne businesses.

 

Forward-Looking Tax Strategy for Property & Business Owners
We don’t wait for June 30 — we plan ahead.
42 Advisory helps clients structure income, assets and investments to reduce tax exposure legally and strategically.

From CGT timing to trust distribution planning, every decision is backed by data and foresight.

🔗 Explore our Tax Planning & Advisory Services to stay ahead of every outcome.

 

Financial Forecasting with Clarity and Precision
We help investors and founders see the numbers before they happen.


Through 3-way forecasting — cash flow, P&L, and balance sheet — you’ll understand how decisions today shape your financial position tomorrow.

🔗 Discover our Business Forecasting Services to make confident, data-backed decisions.

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How We Work with Property Investors

The 42 Way — Clarity, Strategy and Tax Confidence

At 42 Advisory, we know property investment success depends on more than returns — it depends on structure, timing, and clarity.
That’s why every investor we work with follows a proactive, advisory-led accounting process built around foresight, not fire drills.

Whether you’re managing a rental portfolio, planning a development, or preparing for a property sale, our structured review cycles keep you ahead of your tax position — not reacting to it.

We combine intelligent forecasting, capital gains planning, and technology-driven reporting to ensure your property and tax strategy work together — not against each other.
Every detail, from CGT calculations to land tax compliance, is handled with precision, transparency, and fixed-fee certainty.

With automation, clear communication, and year-round advisory, our process gives property investors the best of both worlds:
smart tax strategy and predictable outcomes.

Accredited. Connected. Trusted.

Certified Melbourne Accountants Backed by Australia’s Leading Platforms

Trusted by Melbourne’s medical professionals, ecommerce brands, and local service businesses. We simplify your tax, accounting, and growth strategy.
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What We Offer

Explore Our Core Services

Melbourne’s trusted property tax accountants

Let’s Simplify Your Property Accounting

Get reliable, fixed-fee property tax advice tailored to your investment goals.

Tell us a little about what you need help with — rental property tax returns, capital gains tax (CGT) planning, land tax assessments, or complete property portfolio accounting — and we’ll come back to you quickly with clear next steps.
 
No pressure. No jargon. No surprises.
 
Just clarity, structure, and confidence from the team that helps Melbourne property investors stay ahead all year round.