Tax & Investment Webinar

Join us for OneSite Finance's Tax & Investment Webinar on Thursday, 25 June 2020

Due to the COVID-19 pandemic, this is an online only event

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
OneSite Tax & Investment Webinar

Workshop Details

  • DATE

Thursday, 25 June 2020

  • TIME

6:30 - 7:30 PM

Virtual drinks and refreshments will start at around 6:15PM. The presentations and round table workshop will start at 6:30PM sharp. Depending on questions, we are aiming to finish at 7:30PM.

  • MEETING LINK

The webinar will be hosted on Google Meet. The meeting URL will be emailed to you on the day. We look forward to seeing you then.

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.

  • 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 -

    Zander a. Avatar
    Zander a.

    We have been dealing with Liz as a mortgage broker since we purchased our first home in 2005. Since then we have come to... read more -

    Laura G. Avatar
    Laura G.

    We've found One Finance on google and decided to give it a try based on the amazing reviews. We were wondering whether the 5 stars... read more -

  • Nicholas P. Avatar
    Nicholas P.

    Buying property off-the-plan is an exciting, but sometimes, daunting step into the unknown, with many things to consider when applying for a loan to settle... read more -

    Gab Q. Avatar
    Gab Q.

    Norman from OneSite Finance helped me get my first investment property. I am very impressed with Norman’s hard work in finding me the best rate,... 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
    -

  • Niz C. Avatar
    Niz C.

    As first home-buyers, Liz was absolutely fantastic throughout the whole mortgage broking process. Every meeting was informative and easy to understand. She helped guide us... 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 -

    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 -

  • 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 -

    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 -

    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 -

  • A G. Avatar
    A G.

    Liz is a super efficient and helpful broker. She was available 24/7 to answer any of our questions which I am sure you will not... read more -

    A G. Avatar
    A G.

    Liz has been excellent to deal with. She is highly knowledgeable on home loan products and which ones suited me and my personal situation best.... read more -

    Melisa C. Avatar
    Melisa C.

    Norman Suryadi was outstanding in helping us to get a mortgage for our first home. He is a great broker with very good insight into... read more -

View more 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.
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Don't delay. Limited places available.

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