Investment Tax Accountant Gosford | Shares, Property & Portfolio Tax Returns
Investment Tax Return Services – Gosford NSW 2250 Tax Support for Investors in Shares, Property, Crypto & Managed Funds
Investing can build your wealth — but it also comes with tax obligations. Whether you earn income from shares, dividends, ETFs, property, or other investment streams, our Gosford team helps you manage the tax side with clarity and confidence.
At Bottrell Accountants, we’ve worked with hundreds of local and national investors to handle capital gains, deductions, and tax-effective structuring.
Visit Our Gosford Office
Bottrell Accountants – Gosford
86 Mann Street, Gosford NSW 2250
(02) 4027 5782
office@bottrellaccounting.com.au
Opening Hours:
• Mon – Thurs: 7:30am – 7:30pm
• Friday: 7:30am – 5:30pm
• Saturday: 9:00am – 1:00pm
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Book Online or Contact Us
86 Mann Street, Gosford NSW 2250 (02) 4027 5782 office@bottrellaccounting.com.au Opening Hours:• Mon – Thurs: 7:30am – 7:30pm
• Friday: 7:30am – 5:30pm
• Saturday: 9:00am – 1:00pm
Visit Main Site Book Online or Contact Us
What We Help With – Investment Tax
✅ Share Trading & Dividend Income Returns
✅ ETF, LIC & Managed Fund Distributions
✅ Capital Gains Tax (Shares, Property, Crypto)
✅ Investment Property Tax & Negative Gearing
✅ Tax on Foreign Investments or Offshore Income
✅ CGT Discount Calculations (50%)
✅ End-of-Year Portfolio Review & Strategy Advice
What Is Taxed on Investment Income?
If you earn money from your investments, it needs to be declared. This includes:
• Interest from bank savings or term deposits
• Dividends from shares
• Rent from investment properties
• Capital gains from selling shares, crypto or property
• Foreign investment income
• Income distributions from trusts, managed funds or ETFs
We ensure you meet ATO requirements and don’t overpay — or under-claim.
Capital Gains Tax (CGT)
Selling an asset? You’ll likely pay CGT. Our team calculates:
• Your cost base (purchase + fees)
• Any eligible CGT discounts (held >12 months = 50%)
• Offset strategies (e.g. carried-forward losses)
• Sale timing for tax minimisation
Whether it’s a property, shares, or crypto — we’ll get your CGT sorted.
Investment Property Tax Help
We assist with:
• Negative gearing calculations
• Claiming depreciation (building + assets)
• Maximising deductions (rates, interest, repairs)
• Tax reporting for jointly owned properties
• Property sales & CGT event planning
We also liaise with your property manager or quantity surveyor if needed.
Investment Tax Planning Strategies
Want to keep more of your return? We offer:
• Structuring advice for holding assets (individual, joint, trust, SMSF)
• Super contribution planning for tax relief
• Sale timing and rebalancing reviews
• Using tax-effective investment platforms
Let’s make your portfolio work harder — and smarter.
Why Choose Bottrell in Gosford?
✔️ Chartered Accountants & Registered Tax Agents
✔️ Specialists in investment income & CGT
✔️ Local team, face-to-face or Zoom appointments
✔️ Real-time advice with live portfolio tracking tools
✔️ ATO-compliant, up-to-date with latest rulings
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- Gavin Bottrell
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- Rebecca Bottrell