Property Investor Services

Grow Your Investment

Investing in property is an exciting and profitable venture.  However, recent law changes and reversals have increased the complexity of being a residential property investor.

Let me make things more simple for you – and alleviate the stress of having to stay up-to-date with current legislation with a simple fee structure starting at just $250 + GST

You can

  • Build equity
  • Create leverage
  • Increase cash flow
  • Maximise tax deductions

Pricing

If the investment is in your own name, I will charge $250 + GST per year for your first rental to provide an income tax return. If you have more than one rental and use Xero or a tidy Excel, I charge an extra $50 + GST per year per rental.

If you own more than one rental and do not use Xero or Excel there is an additional charge of another $100 + GST per year per rental.

If the investment is part of a company or trust an extra charge of $300 + GST will apply, as financial statements and minutes will need to be prepared.

What you will get:
– Annual Financial Statements if required
– Annual income tax returns for business (and simple shareholder returns if it’s a company) prepared and filed with the IRD
– Annual company or trust compliance minutes

Let’s have a chat and see how I can help.  It’s FREE

There is an extra charge for sending me physical paperwork instead of emailing it, which varies depending on volume.

Additional non-tax compliance can be offered too. I charge $100 + GST per entity per year for this.

For a company this will include annual filing with the Companies Office. For a trust this will include financial paperwork as requested by your lawyer, such as a balance sheet and minutes to the accounts.

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New Accounting Client Referral Bonus

I like win-win situations. Successfully refer a new accounting client to North Financial and not only will you receive $100 off your next accounting bill, they will also start with $100 credit towards their first bill!

Does not include charity, investment or mortgage advice clients.

Every new client makes a difference

New to North Financial? I believe strongly in helping the community support each other. Not only will you get a discount off your first bill if you have been referred by another client (see above), nominate a club, charity or other good cause and I will donate 10% of your first bill to them.

This includes accounting and financial advice clients, but excludes charity clients who are already getting discounted services.