Asset management

Independent. Rigorous. On your side.

From investment property to commercial holdings and development projects, Addsum brings the financial, tax and structural expertise that converts property decisions into long-term prosperity.

Our approach

The financial layer that makes property work

For many of Addsum’s clients – including business owners, families and investors – property is one of the most important ways of building long-term wealth. It intersects with tax, with business structure, with succession and with lending. Addsum’s role is to make sure those intersections are working in your favour, not against you.

Our asset & property services

Structuring, managing and optimising property across your portfolio

• financial • taxation • assurance

Addsum is trusted by individual investors, family groups and corporate clients to structure and manage property holdings in a way that maximises returns and minimises the administrative burden. Our team of property, finance and tax professionals has deep experience in Australia and across the Asia-Pacific in property project accounting, real estate taxation and investment structuring, including specific expertise in cross-border portfolios.

Together, we provide a level of coordinated oversight that can help you stay in control of even the most complex and disparate asset portfolio.

Property investment structuring

Whether you’re looking to acquire a new property asset or streamline an existing portfolio, Addsum can help you put in place an ownership structure that optimises your position while reducing ongoing costs. We help clients – including individuals, companies, trusts and SMSFs – understand, analyse and establish the right structure for their property investments, building in both tax efficiency and long-term flexibility.

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Property & tax compliance

Property ownership generates a range of tax obligations, including income tax, capital gains tax, land tax, GST, surcharge purchaser duty and transfer duty. Each carries different criteria and rules depending on how an asset is held and used. Addsum can help you understand and manage your obligations accurately and effectively, so that you stay up-to-date and compliant and avoid unnecessary penalties.

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SMSF property

Holding Australian real estate with a self managed super fund (SMSF) can be a tax effective and efficient way to build your wealth. However, Australia’s superannuation system is highly regulated and breaches can lead to heavy fines. If you hold property in an SMSF, Addsum can provide the structuring, compliance and audit support you need to stay compliant, ensuring your investment is both legally sound and aligned with your objectives.

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Property project accounting

Property development is a proven way to build wealth, but also a proven way to destroy it. Being effective means having visibility over the numbers throughout the project lifecycle so that you stay on top of every cost. Addsum’s property accountants advise developers and corporate clients on all aspects of development, including project accounting, cost reporting and financial management support, letting you stay in control throughout the development and sale process.

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Ready to bring it all together?

Whether you're an established business or entrepreneur, a growing family or an enterprise entering the Australian market, Addsum provides the .
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