Property advice review
I’m Andrew Romano CA. I provide a second opinion on property proposals from buyers’ agents and other property advisers for high-income Australians. I review the numbers, tax considerations, ownership structure and assumptions before you commit.
The short answer
A property proposal should work under conservative assumptions, not only on the brochure version of the numbers. A review can identify questions early, before a structure or purchase decision becomes harder to change.
Book a discovery callWhat I review
A second opinion
I review the tax, structural and financial mechanics of what you have been presented. I do not recommend a property, suburb, lender or financial product.
The scope, fee and documents required are confirmed before you proceed. If the proposal uses a trust, company or SMSF, I will identify the structure and compliance questions that need to be answered before implementation.
Book a discovery call01
Share the proposal, projections, funding assumptions and relevant property documents. If a trust, company or SMSF is involved, include the relevant structure and compliance documents.
02
I work through the assumptions, cash flow, structure and tax considerations that sit behind the recommendation.
03
You receive a clearer list of issues and questions to take back before you decide how to proceed.
Who this is for
This review is for professionals, investors and business owners who have been given a property proposal, projection or structure and want the assumptions tested before they commit.
It is not a substitute for conveyancing, legal advice, licensed financial advice or a recommendation about which property to buy.
Frequently asked questions
The review starts with the decision and documents in front of you, not a generic property checklist.
It is a focused review of the tax, structure, cash-flow assumptions and numbers in a property proposal. It is designed to help you identify questions and risks before you commit.
I do not recommend a specific property, suburb, lender product or investment outcome. I review the assumptions and mechanics so you can make a more informed decision and obtain any other advice you need.
Yes. I can review the financial assumptions, cash-flow projections, proposed ownership structure and tax considerations so you have a clearer basis for your decision. The review is a second opinion, not a substitute for legal, lending or financial product advice.
Send the proposal, projections, draft contract or relevant property documents, proposed ownership structure, funding assumptions and any advice you have already received. The scope is confirmed before the review begins.
No. The service focuses on tax, structure and numbers review from a Chartered Accountant and registered tax practitioner perspective. Obtain licensed financial and legal advice where it is required for your circumstances.
Your next step
Book a discovery call and tell me about the proposal. I will confirm what I can assess and the right next step.
General information only. Not financial advice or a recommendation to buy, sell or hold any property. Seek legal, licensed financial and other professional advice for your circumstances. Tax and superannuation rules change.