As the end of the 2023 financial year fast approaches, you’ll want to get organised so your accountant can prepare your financial statements and tax returns as efficiently as possible. This will save you both time and money.
Getting your information and documentation in order also means your accountant will be able to identify any tax advantages, so you don’t end up paying more tax than you need to. The sooner you start the process, the less likely it is you’ll omit or forget something that could be of real benefit you.
Looking ahead to what the 2024 financial year may bring should also be part of your planning, particularly as it is also an election year.
To that end, Anthony Lipscombe and I held a webinar recently on how to get ready, which you can watch below.
If you need assistance with any of the topics discussed in the video, please get in touch with us at GRA on +64 9 522 7955 or by filling out this form.
GRA's services are top notch. I took their property course online over COVID, and then I went to them for a second opinion on some property tax advice I'd received that didn't sound quite right to me. They set me right and saved me from a massive IRD bill. After that I moved over to them full-time. They've given me ongoing sound tax and asset planning advice, and I greatly appreciate and value my annual review meeting with my accountant. I can't speak more highly of GRA in looking out for my best interests.
- Sarah P, June 2023
Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.
We help new, small and medium property investors become long-term successful investors through our education programmes and property portfolio planning advice. With our deep knowledge and experience, we have assisted hundreds of clients build wealth through property investment.
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