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 15 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.

  • 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 -

    Benjammin Avatar
    Benjammin

    We would highly recommend Liz to anybody that wants a mortgage broker that will not give up!

    Liz has been our mortgage broker for the...
    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
    -

  • Maria P. Avatar
    Maria P.

    We are very pleased with the service provided by Norman from OneSite Finance. Norman made our first home buying process a breeze through briefing us... read more -

    Ange C. Avatar
    Ange C.

    My wife and I have enlisted Liz Zaki to co-ordinate multiple home loans over the last 12 years. We have always been impressed with Liz's... 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 -

  • Anastasie V. Avatar
    Anastasie V.

    Liz was amazing! She explained everything very thoroughly and always kept us in the loop with various steps. She helped us with our land and... read more -

    Franky o. Avatar
    Franky o.

    Liz has been very helpful with our mortgage needs, we are very thankful for all her assistance. She works diligently and efficiently and made smooth... read more -

    Bernadette M. Avatar
    Bernadette M.

    Liz is an amazing Mortgage Broker.
    5 stars doesn't do justice to the service that Liz and her team have provided.
    Through a challenging construction...
    read more
    -

  • 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 -

    Sabine T. Avatar
    Sabine T.

    We have been working with Liz and Onesite back in 2009 for our 1st purchase and very recently for another one. Liz provides you with... read more -

    Anthony A. Avatar
    Anthony A.

    We have been working with Liz for over 10 years as a mortgage broker with loan financing and re-financing and I always appreciate her updates... read more -

  • Andrew C. Avatar
    Andrew C.

    Liz was absolutely fantastic helping me get my first home. She was recommended to me and by far one of the best decisions I could... read more -

    John B. Avatar
    John B.

    Liz was fantastic and provided exceptional service to my wife and I on our construction loan. She was very responsive to all our questions /... read more -

    Emma B. Avatar
    Emma B.

    Liz has helped me through one mortgage and 2-3 remortgages/restructures and I cannot speak more highly of her. She has integrity, perseverance (negotiates hard!), and... 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. 

[url=http://www.istockphoto.com/search/lightbox/9786738][img]http://dl.dropbox.com/u/40117171/group.jpg[/img][/url]

[url=http://www.istockphoto.com/search/lightbox/9786622][img]http://dl.dropbox.com/u/40117171/business.jpg[/img][/url]

Don't delay. Limited places available.

Book Your FREE Home Loan Strategy Session

See How You Can Save $500 Per Month Off Your Current Home Loan Repayments