Property Investment & Portfolio Building

Advice That Works Across Every Stage of Your Property Journey

Property investment involves tax, structure, finance, and long-term planning - all working together. We advise on every dimension of property investment, whether you’re buying your first investment property or managing a multi-asset portfolio across multiple entities.

Investment property tax strategy: including negative gearing, depreciation schedules, CGT planning and land tax.

Property ownership structures: advice across individual ownership, joint tenancy, family trusts, companies and SMSFs.

Portfolio performance analysis: covering rental yields, capital growth, cash flow and tax efficiency.

SMSF property investment: including direct property and limited recourse borrowing arrangements (LRBAs).

Capital gains tax planning: to time disposals and maximise the 50% CGT discount where applicable.

Development and subdivision advice: for residential renovations through to multi-lot commercial projects.

Property investment for business owners: integrated with broader business and personal financial planning.

Estate planning for property investors: in collaboration with our legal division.

Matched to Your Goals and Structure

The right approach to property investment depends on where you are financially, how you hold your assets, and what you’re trying to achieve. A first-time investor buying a single residential property has different needs to a business owner building a diversified portfolio or an SMSF trustee acquiring commercial property. We review your circumstances and recommend structures and strategies that reflect your actual position - not a generic template.

Available for All Types of Property Investors

Our property investment advisory services are available for first-time residential investors, established multi-property portfolio holders, business owners diversifying wealth outside their business, SMSF trustees investing in property, and property developers and subdividers at any scale. If property is part of your wealth strategy, we can structure the advice around your goals.

The Right Finance Makes All the Difference

Great property investment strategy and great property finance go hand in hand. Fortuna Advisory Group’s in-house Mortgage Broking and Business Loans division gives you seamless access to expert lending advice alongside your accounting and tax support - no handoffs, no gaps. Alana, our Managing Director of Mortgage Broking and Business Loans, works alongside our advisory team to help investors secure the right loan structure from day one. Whether you’re purchasing your first investment property, refinancing an existing portfolio, or exploring development finance, Alana and her team find competitive solutions tailored to your goals.

Making Complex Operations Simple for ASX-Listed Companies

Specialist Property Investment Advisors

Our advisors bring together deep accounting expertise and genuine investment experience to deliver practical, strategic advice at every stage of your property journey - from first purchase through to legacy planning.

Award-winning, internationally experienced and genuinely one of a kind, Melvyn leads Fortuna's Perth metro accounting operations with deep expertise, a sharp strategic mind and a sense of humour that keeps everyone guessing.

Melvyn Gilbert

Managing Director - Accounting

A Chartered Accountant with close to 40 years of regional WA experience, Steve is the trusted adviser of choice for farming, fishing and rural business communities from Geraldton to the Mid-West.

Steve Cross

Managing Director - Accounting Geraldton

With more than 35 years of accounting experience and deep roots across the Southwest, Mark is the trusted adviser of choice for individuals and family businesses from Mandurah to Denmark.

Mark Polglase

Managing Director - Accounting Southwest