PropertyInvesting.com | jon-smith | Activity https://www.propertyinvesting.com/members/jon-smith/activity/ Activity feed for jon-smith. Thu, 06 Nov 2025 10:25:45 +0000 https://buddypress.org/?v=2.8.1 en-US 30 hourly 2 db8de2bc03188cbddb9a6f070ef24d7e jon-smith started the topic Can you share one specific investment strategy within your SMSF that has perform in the forum Legal & Accounting https://www.propertyinvesting.com/topic/5115490-can-you-share-one-specific-investment-strategy-within-your-smsf-that-has-perform/ Mon, 27 Oct 2025 07:20:03 +0000 Many SMSF trustees are exploring different ways to grow and diversify their retirement savings, but what actually works in practice can vary widely from one fund to another. This discussion aims to uncover real experiences from SMSF investors — not generic advice.

Whether you’ve focused on property, shares, ETFs, fixed income, or alternative ass…[Read more]

]]> b10d839740dd495bf7fe3dda11cbad03 jon-smith replied to the topic What's one unexpected challenge you faced when setting up your SMSF that others in the forum Legal & Accounting https://www.propertyinvesting.com/topic/5115460-whats-one-unexpected-challenge-you-faced-when-setting-up-your-smsf-that-others/#post-5115489 Mon, 27 Oct 2025 06:25:41 +0000 Great discussion point — many new trustees underestimate just how detailed SMSF compliance can be beyond the initial setup. One of the most common challenges I see clients face is ensuring their fund’s investment strategy and documentation are not only prepared but regularly reviewed to reflect changing circumstances. The ATO expects the inv…[Read more]

]]> 6e1fd509ebc5170eea46d16ec6af61bd jon-smith replied to the topic Accountants- I feel somewhat ripped off in the forum Legal & Accounting https://www.propertyinvesting.com/topic/4386111-accountants-i-feel-somewhat-ripped-off/page/2/#post-5113776 Wed, 20 Aug 2025 07:16:26 +0000 Hey mate,

Yeah, it’s pretty normal for accountants to charge for phone calls or quick advice – most of them bill in little 6-minute blocks, kind of like lawyers. That said, just because it’s “normal” doesn’t mean you should feel short-changed. If you’re not happy with the level of service, trust your gut.

A good accountant should make you feel…[Read more]

]]> 38a46c6d4223045ce93ebf7fdef90401 jon-smith replied to the topic Accountants- I feel somewhat ripped off in the forum Legal & Accounting https://www.propertyinvesting.com/topic/4386111-accountants-i-feel-somewhat-ripped-off/page/2/#post-5106803 Thu, 07 Aug 2025 10:33:47 +0000 It’s not unusual for accountants to charge for advice, but clear communication upfront is key. If you’re not feeling heard or valued, it’s totally fair to look elsewhere—there are great CPAs out there who focus on client relationships and transparent pricing. Trust your gut and shop around next time. There are firms out there who won’t charge yo…[Read more]

]]> c8aa6a83c1bfa7a2c298ed23f806c161 jon-smith replied to the topic Had a conversation with my tax accountant about Melbourne property in the forum Help Needed! https://www.propertyinvesting.com/topic/5039607-had-a-conversation-with-my-tax-accountant-about-melbourne-property/#post-5106678 Tue, 22 Jul 2025 10:53:26 +0000 Thanks for sharing this. Personally, I’d be cautious about CBD student apartments. Yes, cash flow can look good, but capital growth is usually poor, finance is harder, and resale demand is limited. Also, always question if the referral is really in your best interest or mainly benefiting the person recommending it. It’s worth comparing these dea…[Read more]

]]> 8d7b1f4285b70d07435bf7f8c334a5f3 jon-smith replied to the topic Melbourne - Need Good Property Accountant in the forum Legal & Accounting https://www.propertyinvesting.com/topic/4390601-melbourne-need-good-property-accountant/page/2/#post-5105866 Wed, 28 May 2025 06:13:33 +0000 Hey mate – try Nitin at KPG Taxation. Absolute legend with property tax – saved me thousands on my IPs. Knows his stuff inside out.

03 9706 9313

]]> 4b8215c03f632a675d216794a270db8e jon-smith's profile was updated https://www.propertyinvesting.com/activity/p/427504/ Wed, 28 May 2025 06:04:02 +0000 99547f0b067f9910a0f0266ceb8fa961 jon-smith changed their profile picture https://www.propertyinvesting.com/activity/p/427503/ Wed, 28 May 2025 06:02:04 +0000 e08b4c54e5d615389b0666688de4c7a0 jon-smith became a registered member https://www.propertyinvesting.com/activity/p/427501/ Wed, 28 May 2025 05:59:34 +0000