Tax & Investment Workshop

Join us for OneSite Finance's Tax & Investment Workshop on Thursday, 6 June 2019

This is an educational workshop with industry experts to help you understand how the tax & housing policy changes announced by the Government in the lead up to May's Federal Election will impact your tax and investment decisions going forward.

The workshop will be held in a friendly, no obligation environment where you can ask as many questions as you want and get all the advice you need from our resident experts.

Whether you are a first home buyer or a seasoned investor, there will be plenty of insights to gain.

This event will be hosted in conjunction with Harry Edwards, the Managing Director at Bell Partners Norwest and Ben Weeding, the Head Strategist at LGen Property Strategy. The workshop will cover the following topics:

  • Given the Coalition's miracle election win, what now for the property market?
  • How the newly announced First Home Buyer incentive will effect the market and how to prepare yourself for the changes ahead
  • Residential property tax - what you can and can't claim
  • Different structures when buying your next investment property
  • Interest Only in advance - why and when you should use it
  • General tax tips with the end of the financial year coming up
  • Interest Only vs. Principle & Interest (P&I) loans - the pros and cons
  • Is negative gearing any good?
House with coins

Workshop Details

  • DATE

Thursday, 6 June 2019

  • TIME

6:00 - 8:00 PM

Drinks and refreshments start at 6:00PM. The presentations and round table workshop will start at 6:30PM. Depending on questions, we are aiming to finish at 7:30 - 8:00PM.

  • ADDRESS

OneSite Finance
505/50 Holt Street,
Surry Hills NSW 2010

  • DIRECTIONS

Our office is a 5 minute walk away from the Southern end of Central Station. Exit Central Station and walk up Devonshire Street. There is also time limited parking available on the streets surrounding Holt Street.

Don't delay. Limited places available.

Key Presenters

LGen Property Investment Strategy

Ben Weeding

Investment Property Strategist

Ben is a former Institutional Equities Trader at JPMorgan. Despite his high-level exposure to the equity markets in Asia and around the world, Ben developed a keen interest in the Australian property market. Utilising his analytical skills, he went on to develop a substantial portfolio through his own renovations and developments.

It was this success in the Australian property market that eventually led him away from his role as an equities trader to focus solely on developing passion for investment & property strategy

Bell Partners

Harry Edwards

Chartered Accountant

Harry is the Managing Director of Bell Partners Norwest. Harry grew up with a fascination for business. His expertise lies in business advisory, business restructuring, accounting, tax advisory and establishing key performance indicators for maximising business management.

Harry works extensively with small to medium businesses on better structuring and managing their businesses to balance the growth and profit objectives of their owners.

OneSite Finance

Liz Zaki

Mortgage Broker

Liz has 13 years experience in the Mortgage industry with deep expertise in residential property. She started OneSite Finance in 2005 to help Home Buyers and Investors to navigate the many options available when looking at property or business finance.

Over the years Liz has organised finance for First Home Buyers, Property Investors - both experienced and first timers, Business Owners, Self Managed Super Funds (SMSF) and more

Don't delay. Limited places available.

"For the best mortgage broker, look no further than Liz Zaki!!! Liz is always switched-on!! She knows how to get things done efficiently and professionally. Liz has many strategies that are backed up to achieve the best possible outcome! I would highly recommend OneSite Finance to review your portfolio in order to achieve your dreams and be one step closer financial freedom."

Siri T, Merrylands, NSW   

View all our reviews at the OneSite Finance Google My Business page.

Executive Summary

This is an educational workshop with property industry experts. Our aim is to educate Home Owners and Investors on the main ramifications of the taxation and housing policies announced by the Coalition Government in the lead up to May's Federal Election.

The workshop will give you a number of important tips on how to manage your finances and how to navigate the new property and taxation environment going forward.

The workshop will also cover what you need to do to get your finances in order before applying for any loans. We will show you what Lenders are looking for in order to maximise the number of choices you have for finance once you find a property you want to purchase.

Please feel free to send any questions or other topics you want us to cover in advance. We will try to tailor our presentations around them.
Business people closing the deal by shaking hands. 

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Don't delay. Limited places available.

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