our services
Investing
our services
Buying Property.
Purchasing property is one of the most significant financial decisions you’ll make — whether it’s your first home, a rental investment, or part of a growing portfolio. It involves more than just finding the right place; it requires careful planning, financial clarity, and a solid understanding of the tax and legal implications.
At CooperAitken, we’re here to guide you through the process with confidence. Our team works alongside you to ensure your property purchase aligns with your financial goals, is structured correctly, and takes advantage of any available tax efficiencies. We help you understand the impact on your cash flow, asset planning, and long term strategy, so you can make informed decisions and invest with peace of mind.
Selling Property.
Selling a property is a significant financial event and it involves much more than simply listing it on the market. Whether you’re selling a family home, an investment property, commercial premises, or rural land, the process requires careful planning, strategic timing, and a clear understanding of the financial and tax implications.
We’re here to support you every step of the way. Our team works with you to ensure your sale is structured in the most tax efficient manner, helping you understand the potential impact on your income, GST obligations, and future financial plans. We’ll help you navigate complex areas such as brightline rules, depreciation recovery, and ownership structures, so you can avoid unexpected surprises and maximise your return.
With our expert guidance, you can approach your property sale with confidence, knowing you’re making informed decisions that align with your long term goals.
Other Investment.
Investment is a specialised area, and making smart decisions early on can make all the difference. Whether you’re considering shares, dividends, or development projects, our team is here to help you maximise returns and minimise risk.
Before you commit, we offer strategic advice to help you start strong and act as a sounding board for key decisions.
To help ensure your investment pays off, we can:
- Advise on the most effective ownership structure
- Restructure existing investments for better outcomes
- Provide guidance on tax implications and obligations
- Develop strategies to balance risk and return
- Streamline or automate accounting and admin tasks
Even though investing is often a long term strategy, we believe in regularly reviewing your portfolio, setting clear goals, and tracking performance to keep you on course.
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Tax Compliance
If you earn over $60,000 a year, you need to be GST registered and file a GST Return (2 monthly or 6 monthly). PAYE must be completed for any employees, and FBT
Income Tax
Whether you're a individual, business or organisation, you need to pay tax on the income you earn. This can either be paid in a lump sum, or as provisional tax over the year.
Annual Financial Accounts
End of year accounts are completed at the end of your financial year. These are legal requirements of businesses in NZ, and provide valuable insights into your business, and allow you to make informed financial decisions.
