Tax & Investment Workshop

Join us for OneSite Finance's Tax & Investment Workshop on Thursday, 7 May 2020

This is an educational workshop with industry experts to help you understand how the government's tax & housing policies 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. The workshop will cover the following topics:

  • 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?
  • Unlocking the equity in your home - dos and donts when looking to invest
  • Structuring your loans for investment purposes
  • How do Lenders assess loan applications in the current climate? How to put your best foot forward when applying for an investment loan
House with coins

Workshop Details

  • DATE

Thursday, 7 May 2020

  • 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

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.

  • Michael I. Avatar
    Michael I.

    Such a great experience! From the very first meeting Liz clearly communicated with us and gave us excellent advice. She is very quick to respond... read more -

    Joe D. Avatar
    Joe D.

    Karen helped me to acquire my first property. She was very patient with me and worked to get the best deal tailored for my situation.... read more -

    Vahid R. Avatar
    Vahid R.

    With all difficulties and pressure , the person made us go through it was Norman.
    He was amazing and he helped us even when he...
    read more
    -

  • Gabrielle M. Avatar
    Gabrielle M.

    Liz helped us from start to finish with our home loan and we cannot thank her enough! Liz supported and educated us along the way... read more -

    Avayar D. Avatar
    Avayar D.

    Liz is an amazing mortgage broker and seems to be working 24/7 as she answers emails and sms very quickly at all times. She has... read more -

    Bowen Y. Avatar
    Bowen Y.

    Norman was extremely professional and had a through understanding of all of the procedures involved. I love how he went above and beyond to help... read more -

  • Rex H. Avatar
    Rex H.

    Liz is one of the most professional and results-driven financial service provider I've ever worked with.

    My partner and I applied for a new home loan...
    read more
    -

    Faezeh G. Avatar
    Faezeh G.

    Highly recommend Onesite finance specially Norman to everyone. The most responsible, caring, punctual, reliable person we dealt with in the whole mortgage process. If you... read more -

    Sarah A. Avatar
    Sarah A.

    Liz has been amazing and so supportive of my husband and I on our journey to home ownership. We first made contact with Liz about... read more -

  • Chevy D. Avatar
    Chevy D.

    Andi was very highly recommended by a colleague and friend. From start to finish, Andi from OneSite has been very helpful and keen on answering... read more -

    Craig M. Avatar
    Craig M.

    We were extremely impressed at the effort and time Liz was able to provide in assisting us with a construction loan through 2018. She was... read more -

    Donna L. Avatar
    Donna L.

    My partner, Daniel and I couldn't be happier with the exceptional service we received from our our broker, Liz Zaki. Liz went above and beyond... read more -

  • Didi S. Avatar
    Didi S.

    Norman is one of the most professional broker we've ever known. He has assisted in planning since the beginning and has been patiently answered our... read more -

    Tim S. Avatar
    Tim S.

    Liz has made the entire process of getting a loan to be hassle free and as easy as it can be. Her dedication and... read more -

    Heidi Z. Avatar
    Heidi Z.

    Karen and Liz are two of the hardest working professionals I have ever had the pleasure of dealing with – these days it is... read more -

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 state and federal governments in the lead up to the new financial year.

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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