Property Investment, Finance & Accounting Strategies: Tax, Capital Gains & Wealth Building | Guest Aaron Roberts from Delante Accountants | Part 1
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-> Ready to make confident decisions about your home loan? Connect with Lee Rosenfeld and the team at Innovative Home Loans to book your choice of a First Home Buyer Discovery Call, Home Loan Discussion, Home Loan Meeting, or Home Loan Review here: https://outlook.office.com/book/hghjg@innovativehl.com.au/?ismsaljsauthenabled
Are you making the most of your property investments? Do you really understand how tax strategies like negative gearing and capital gains impact your wealth? And when’s the right time to switch accountants—or find one that actually gives you the right advice?
Host Lee Rosenfeld, Director and Experienced Mortgage Broker from Innovative Home Loans sits down with Aaron Roberts from Delante Accountants to explore the critical role accountants play in property investment, business finance, and tax planning. They uncover why choosing the right accountant is one of the most important financial decisions you’ll ever make and how it can directly impact your wealth, compliance, and peace of mind.
Aaron shares practical accounting insights for property investors and business owners, from switching accountants and streamlining compliance to structuring investment properties, reducing capital gains tax, and leveraging negative gearing effectively. The discussion also covers depreciation, superannuation contributions, and long-term financial planning, with real-world examples that show how the right strategies can save you thousands.
Whether you’re buying your first investment property, juggling multiple portfolios, or running a growing business, this episode delivers actionable advice on property finance, tax minimisation, and accounting strategies to help you maximise returns and plan for the future.
Lee Rosenfeld | Innovative Home Loans
https://www.innovativehomeloans.com.au/
Aaron Roberts | Delante Accountants
https://www.delanteaccountants.com.au
***Disclaimer: The topics, conversation, opinions and discussion provided in this episode are general in nature and does not take into account your personal needs and requirements. As a listener you should not take or use the information discussed as financial advice. We always recommend that you engage in independent financial advice before making any finance decisions.