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What clients with property portfolios want from an accountant

Business

With a growing number of Australians investing in the property market beyond simply owning their principal place of residence, it is becoming more and more common for accountants to be advising clients on issues surrounding their portfolios.

By Todd Stevens 8 minute read

In this episode of Accountants Daily Insider, Katarina is joined by colleague Andy Scott, who has recently added a third property into his and his wife’s investment portfolio, to share the moment he realised the importance of a strong relationship with his accountant. He also explains why, after hopping between multiple accountants for years, he now has no intention of looking elsewhere.

Andy will share how his accountant went about forming a strategy that would work toward his desired outcomes, discuss how frequently he is in touch with his accountant and unpack the one thing that Andy wants from his accountant each time he is contacted by him.  

Todd Stevens

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