Services


Specialist Accounting & Advisory Servicesfor the aspiring, and already successful

"Our accounting and advisory services benefits entrepreneurial individuals, couples, property investors and business owners - that want to actively grow their wealth and achieve their financial goals."

Every day, we assist our property investor and business clients to achieve greater success. Our accounting and advisory services goes well beyond dutifully managing tax affairs with accurate tax returns. We also provide a full range of accounting, audit, finance, financial planning and business advisory services to cater for all our clients’ needs. Our expertise is in helping property investors and business entrepreneurs to structure their assets in tax effective investment trusts that can provide the highest levels of asset protection, flexibility and control.

We take a holistic wealth for life approach to accounting and advisory services, making sure our clients have the end-to-end system of support they require, with access to boutique services, the latest ideas and investment strategies for active wealth creation and wealth preservation.

At the heart of all that we do, is about providing you a support team of caring and proactive professionals that can guide you toward achieving your financial goals.

Through a dedicated Client Manager at Chan & Naylor, you can get access to a Senior Partner, property specialist accountants, tax experts, auditors, business accountants, business advisers, mortgage brokers (with access to more than 30 different lenders) and independent financial advisers.

 


“Whether you’re buying your first (or next) investment property, operating a small business, looking to enhance your Superannuation for a sound retirement plan, or you simply just looking for a ‘good accountant’  – we’re here to help.”


 

Chan & Naylor - benefit from our expertise - our services -


How we help our clients:

  • Maximise all tax benefits by identifying and applying all eligible tax deductions and legally reduce taxes such as Capital Gains Tax (CGT), Stamp Duty through smart tax planning, property investment structures and business ownership structures.
  • Proactively grow their wealth through financial strategic blueprints and investment strategies in every stage of life.
  • Improve their asset protection to help protect assets held in personal name(s).
  • Review and establish appropriate use of tax-effective ownership structures for improved asset protection and smarter estate planning.
  • Structure their investment portfolio for greater flexibility, distribution of income or losses and more effective tax planning.
  • Pass on their assets within the family, to the next generation and ensure that only blood relatives get control of assets – not the in-laws.
  • Unique Chan & Naylor Asset Ownership Strategies that could reduce unforeseen tax trigger events normally associated with traditional use of trusts and structures (that usually expire after 80 years).
  • Identify ways to increase profits and earnings in small business.
  • Reduce operating costs and expenses.
  • Get access to home loans, investor loans, SMSF loans through an in-house Mortgage brokering team.

 

We help clients in all stages of life and their financial journey – whether they’re starting out or well established – we place a a long term focus on family and maximising the inter-generational transfer of wealth with the best possible asset protection, estate planning and tax-effective strategies.

We have office locations in NSW, QLD, SA, VIC and WA (we assure you that we have a deep understanding of the tax laws for each state – in fact, many of our clients benefit from our national tax expertise, as some of our clients, like our Partners, are active property investors and business operators in different states).

Tap the request a free call button now, to get in touch with a Chan & Naylor office nearest you and to learn more about how we can help you.

Your Proactive Personal & Business Accountant in Sydney, Brisbane, Adelaide, Melbourne and Perth

While we are property tax experts and specialise in property tax accounting, tax planning, wealth creation and asset protection strategies, we excel in traditional Accounting and tax services for all types of entities including:

  • Individuals,
  • Small Businesses,
  • Companies,
  • Trusts (All kinds),
  • Partnerships and
  • Self Managed Superannuation Funds etc.,).

 

If you’re looking for a proactive personal or business accounting service to help you manage your personal tax, business tax and accounting requirements, find your nearest Chan & Naylor office situated in convenient locations in Sydney, Brisbane, Adelaide and regional South Australia; Melbourne and Regional Victoria, and East Perth. Select your state to find your nearest office, or call 1300 250 122 for Australia-wide service:

Financial Strategic Consultations

Our unique wealth for life approach, starts with a face to face Financial Strategic Consultation – an in-depth holistic review of your financial situation and a future building strategy consultation that helps you set yourself up firmly on the road to wealth and security. We provide consultations suited to both first time investors and those with established businesses and assets. Contact us to learn more about our Financial Strategic Consultation Appointments.

 

“Ask the Experts” Free Phone Call Service

For new enquiries, Chan & Naylor Partners offer a no obligation complimentary call to discuss your initial questions about our services and how they could generally assist you in your personal circumstances.  Click here to book your complimentary phone consultation with a Senior Partner or Client Manager.

 


Free Downloads for Property Investors

In addition to our free phone call service, we provide a number of downloadable resources for property investors and a complimentary subscription to our popular monthly e-newsletter service on topics such as: tax planning, asset protection, superannuation, property investing essentials, estate planning, how trusts work, business ideas and tools, and much, much more!

Property Investor Essentials - ebooks Ken Raiss Chan & Naylor

Learn more

 

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