Owning investment property in Melbourne is one of the most powerful wealth-building strategies available — but only if the tax is done right. Most investors are leaving money on the table.
★★★★★ 4.9 on Google — 79 Reviews | Led by Mina Baselyous, CPA + Chartered Tax Advisor | Registered Tax Agent
We work with quantity surveyors to ensure you have a current depreciation schedule — and that you’re claiming everything you’re entitled to. Most investors are significantly underclaiming.
Whether to hold property in your own name, a company, or a trust depends on your income, your goals, and your timeline. We help you get this right before you buy — not after.
We plan CGT well before a sale — using the 50% CGT discount, timing disposals across financial years, and distributing gains through the right entities to minimise the tax hit.
Losses from your investment property should be working for you. We ensure negative gearing losses are absorbed in the most tax-effective way possible given your full income picture.
Victoria’s land tax rules are complex and expensive if you’re not structured correctly. We help investors understand their exposure and plan around it — legally.
If you run a business alongside your portfolio, the two need to work together from a tax and structure perspective. We look at the full picture — not just the property in isolation.
This is one of the most common questions we get — and the answer is: it depends. Trusts don’t get the 50% CGT discount on properties held for over 12 months the same way individuals do (individuals do, trusts distribute the discounted gain to individual beneficiaries). They do offer strong asset protection and income splitting flexibility.
The right structure depends on:
We work through this with you before you commit — so the structure is right from day one.
“Mina has changed not only my business structure, but my own mindset towards how I can run it more efficiently and effectively. He is always just a phone call away.” — Bonnie Louise, Director, Infinity Care Group Australia
“As a mortgage broker, Mina referred a client to me for refinancing, resulting in substantial annual savings. The collaborative approach demonstrates his commitment to holistic client outcomes.” — Manjula Ezra, Mortgage Broker
“They operate as strategic business and tax advisors — not just compliance accountants — working alongside other professionals almost like a board of directors.” — Mario Boudewyn, Financial Adviser
Do I need a quantity surveyor for my depreciation schedule?
Yes — and we can refer you to a trusted one. A depreciation schedule typically pays for itself many times over in the first year of claiming.
Should I buy my next property in a trust or my own name?
This is exactly the conversation to have before you buy. Book a consultation and we’ll walk through the pros and cons for your specific situation.
How do you handle CGT if I want to sell?
We plan ahead — ideally 6–12 months before a sale — so we can time it correctly, distribute gains efficiently, and use every available concession.
Do you work with SMSF property investments?
Yes. We advise on SMSF property strategies including the compliance requirements, limited recourse borrowing arrangements, and how SMSF property fits within your broader investment structure.
Book a no-obligation 15-minute consultation. We’ll look at your current portfolio, identify the gaps, and tell you exactly what we’d do differently.
0431 413 530 | Lyndhurst, Melbourne | Serving property investors across Australia
Tell us about your business and our team will review where your structure and numbers could be working harder for you.