Specialist Accounting for Property Investors and Developers
Property investment and development can create significant wealth — but the right tax structure and strategy is critical.
Our Property Advisory team works with investors, developers, and commercial property owners to structure projects correctly, minimise tax, and protect long-term wealth.
With over 30 years of experience in accounting and taxation, we provide practical advice that helps clients grow their property portfolios with confidence.
Who We Help
We work with a broad range of property clients including:
• Property investors building long-term portfolios
• Commercial property owners and landlords
• Property developers and syndicates
• Builders and construction businesses
• SMSF property investors
• High net worth individuals investing in property
Whether you own one property or a major development, our team can help you structure it properly.
Property Advisory Services
Property Investment Structuring
Ensuring the right ownership structure for tax efficiency, asset protection and long-term planning.
Development Tax Planning
Advice on GST, margin scheme, income recognition and tax structuring for property developments.
Capital Gains Tax Strategy
Planning for acquisitions and disposals to minimise CGT and maximise after-tax returns.
Land Tax Planning
Strategic structuring to reduce unnecessary land tax exposure.
Property Portfolio Strategy
Helping investors scale their portfolios with the right structures and tax planning.
Development Feasibility & Financial Modelling
Assessing project viability and financial outcomes before committing capital.
Property Advisory Services
Property Investment Structuring
Ensuring the right ownership structure for tax efficiency, asset protection and long-term planning.
Development Tax Planning
Advice on GST, margin scheme, income recognition and tax structuring for property developments.
Capital Gains Tax Strategy
Planning for acquisitions and disposals to minimise CGT and maximise after-tax returns.
Land Tax Planning
Strategic structuring to reduce unnecessary land tax exposure.
Property Portfolio Strategy
Helping investors scale their portfolios with the right structures and tax planning.
Development Feasibility & Financial Modelling
Assessing project viability and financial outcomes before committing capital.
Why Property Clients Choose Us
✔ Property specialists with deep tax knowledge
✔ 30+ years accounting and advisory experience
✔ Experience advising developers, investors and commercial property owners
✔ Strategic advice beyond standard compliance
✔ Practical commercial guidance on property transactions
Our role is not just preparing tax returns — we help clients make better property decisions.
Case Studies
Development Structuring
A property developer saved significant tax by implementing the correct trust and company structure before commencing their project.
Portfolio Growth
An investor expanded their portfolio from 4 properties to 15 through careful structuring and tax planning.
GST Planning
Strategic application of the GST margin scheme significantly reduced GST liabilities on a development project.
Meet Our Property Advisory Team
Terry Sofra CA
Chartered Accountant
With over 30 years of experience in accounting and taxation, Terry advises property investors and developers on structuring, tax planning and project feasibility.
His deep knowledge of property transactions and regional markets allows clients to make well-informed investment decisions.
Free Property Strategy Session
Setting up your own business can be an exciting time. Before you start, save yourself time and money by being aware of what’s involved in running a business.
Your Financial Success Is Everything to Us
A very big factor in our business growth and success has been the guidance and knowledge of Terry and the innovative approach he has to not only accounting but finance and investments as well.
KEVIN
Apollo Patios Victoria
A very big factor in our business growth and success has been the guidance and knowledge of Terry and the innovative approach he has to not only accounting but finance and investments as well.
JACK & JULIE MADGWICK
Managing Directors, Strathmerton Drilling, Strathmerton, Vic
Whether you're in big or small business, the focal point should be on profit, it's not how much you make, but how much you keep.
SCOTT BUTLER
Managing Director, Stockdale & Leggo Real Estate, Shepparton
30 years in Business Milestone
Planning a Property Investment or Development?
Speak with our Property Advisory Team before committing to your next project.