We give property investors a genuine heads-up on structure, tax, and strategy — long before the next acquisition. Build wealth intentionally, not by accident.
Property investors building or expanding their portfolio
High-net-worth individuals seeking to minimise tax across multiple assets
Investors looking to restructure holdings for greater protection and efficiency
First-time investors wanting to get the structure right from day one
Property wealth is built through strategy, not luck.
Have a question not covered here? Call us on 02 9138 8800 or email [email protected]
It depends on your goals, income, family setup, and the latest legislative changes. Trusts, companies, and individual ownership all have different tax and asset protection implications. We analyse your full picture before recommending the safest, most tax-effective structure for your specific situation—getting this right upfront protects your wealth and saves significant tax over time.
Through strategies including depreciation schedules, negative gearing, timing of capital gains events, and using the right holding structure. We identify every legal opportunity before 30 June.
We review your existing portfolio — ownership structures, loan arrangements, tax position and cash flow — and provide a forward-looking strategy to maximise returns and minimise tax going forward.
Yes. As a registered SMSF Auditor, Ravi can advise extensively on the strict tax, structural, and compliance requirements of holding property inside a self-managed super fund. Please note, we are tax and compliance specialists, not licensed financial planners. We architect the tax strategy, and can work alongside your licensed planner to ensure the execution is flawlessly compliant.
The Federal Budget regularly introduces changes that directly impact property investors — from CGT discount rules and negative gearing treatment to land tax thresholds and depreciation schedules. We stay across every change so you don't have to. Book a strategy call and we'll give you a personal heads-up on what the latest changes mean for your specific situation.

“Ravi and the team at Heads-up Advisory completely transformed our business structure. Their proactive advice saved us significantly on tax and gave us a clear roadmap for our property investments. Highly recommended.”
Glen,
Property Investor & Business Owner

“Finally an accountant who thinks ahead. Ravi identified a CGT saving we had no idea existed. He's not just our accountant — he's our strategic partner."
Bob T, High-Net-Worth Investor,
Melbourne

"Ravi doesn't just lodge our returns — he calls us before 30 June every year with a clear plan. That kind of proactive advice has saved us more than we ever expected."
Michael, Business Owner & Property Investor, Sydney
Ravi Raja is a CPA Australia member, registered with the
Tax Practitioners Board, and a certified partner of Xero,
QuickBooks, and MYOB — giving our clients access to
best-in-class technology and regulated professional standards.






Heads-up Advisory provides proactive tax, accounting, and business advisory services to high-net-worth individuals,
property investors, and growing businesses across Australia.
Suite 2, Level 5 / 91 George Street, Parramatta, NSW 2150
02 9138 8800
0432 374 787
© 2026 Heads-up Advisory | ABN: 28 234 537 945 | All Rights Reserved.