Property Specialist Accountant of the Year

OVERVIEW

Accountants are often the first port of call for property investors, and are crucial in ensuring portfolios are structured effectively and efficiently.

This award recognises an accountant who provides exemplary services to property investors, and is highly skilled at keeping clients’ portfolios compliant and tax effective.

Based on support services and strategy implementation, this award considers how the accountant structures their approach to drive revenue while ensuring exemplary services to clients.

ELIGIBILITY

This award is open to all accountants who provided services to property investors in the 2017 calendar year. This award is based on the period 1 January 2017 to 31 December 2017.

QUALITATIVE CRITERIA (maximum 300 words per question)

  • Outline how you determine if a client is an ideal candidate for a property investment portfolio.
  • Explain how you manage client expectations with property investment in the Australian market.
  • Explain how you indicate the potential value of property investment to a suitable client in a softening market.
  • Describe common misconceptions clients have with property investment and how you manage them.