Property Tax Strategy / By Andrew Romano

Before the property.The structure checklist.

A preparation tool, not a recommendation or personal advice. No information is submitted or stored.

01 Your current positionList existing properties and their owners.Summarise income, loans and ongoing commitments.Note any changes in business or family circumstances.

02 The decision aheadWrite the main question you want resolved.Record any contract or other deadline.Separate confirmed facts from assumptions.

03 Ownership & structureIdentify the proposed owners or entities.Gather relevant trust or company documents.List the reasons for the proposed structure.

04 Funding & holding costsRecord finance discussions and what remains unconfirmed.Estimate purchase costs and recurring cash payments.Consider vacancy and unexpected-cost buffers.Do not treat an assumed tax refund as guaranteed cash.

05 Your professional teamList the questions for your accountant.List separate questions for your broker and solicitor.Identify any need for licensed financial product advice.