Property financial advisor

Achieve more with qualified investment property advisors

Liston Newton Advisory
Liston Newton Advisory is rated 4.8 from 32 reviews
HomeWealth Management

Why choose us?

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A wealth of experience

With over four decades of experience, we bring deep financial insight to help you maximise your property investments.

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Tailored property investment advice

Our recommendations are shaped to reflect your specific circumstances, goals, and future aspirations.

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Long-term client partnerships

We value relationships and provide consistent support to guide your financial journey for the long haul.

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A full range of services

From tax optimisation to strategic planning, our integrated services ensure your needs are fully covered.

Get expert guidance for property investment success

The right property investments require more than just good instincts — they demand smart, calculated wealth management. With our investment property advisors, you’ll have access to market insights and strategic tools to manage your investment effectively. Whether you're investing in residential, commercial, or diversified portfolios, we help you build sustainable wealth.

Our team understands that every client’s financial situation is unique, and we tailor our approach to fit your needs. From choosing the right property to managing taxes and compliance, we’ll be with you every step of your investment journey, ensuring your decisions align with your broader financial goals.

How we can help you with your property investments

We don’t just drop advice sporadically throughout the year — we create long-term, ongoing property investment strategies that deliver real capital growth results. Our approach integrates accounting, tax, and wealth management to ensure your financial strategy is optimised across the board.

Whether you’re interested in property development or investing in a rental property, we help you build, manage, and protect your property portfolio to ensure long-term success.

Benefits of working with us

  • Personalised financial advice tailored to your investment goals
  • Expert tax strategies to optimise your property investments
  • Access to market insights and data-driven financial planning
  • Support for both personal and business property portfolios
  • A proactive approach to risk management
  • Seamless integration of accounting and financial planning
  • Dedicated property investment advisors providing ongoing support

Take the next step toward smarter property investments

Talk to us today

Your investment property accounting specialists

Our property accountants specialise in creating financial strategies that maximise the value of your investments while keeping you compliant with evolving regulations. We help you manage cash flow, optimise depreciation schedules, and structure your investments efficiently to reduce liabilities and unlock further opportunities.

Whether you hold residential or commercial properties, our accounting expertise ensures that your financial reporting is precise and your investment structures are tax-efficient. We collaborate closely with you (and your mortgage broker), providing detailed forecasting and analysis to give you full control of your financial position, with ongoing support as your portfolio grows.

An award-winning Australian accounting firm

SMSF multi service firm of the year awardSMSF customer service firm of the year awardIfa innovator of the year awardIfa holistic adviser of the year award

Tailored investment property tax advice

Navigating property tax can be complex, but our tax specialists work with you to minimise your tax liabilities without compromising compliance. We offer practical guidance on capital gains tax planning, negative gearing, and tax offsets to help you make the most of your investments.

With our help, you’ll know exactly how each decision impacts your tax position, whether you're acquiring new properties or selling existing ones. We stay up-to-date with the latest tax legislation, ensuring your strategy remains aligned with both your financial goals and current tax regulations.

Tax-related support we offer:

  • Capital gains tax optimisation for property sales
  • Tailored depreciation schedules to reduce taxable income
  • Advice on leveraging negative gearing strategies
  • Guidance on tax-efficient structuring for property portfolios
  • Ongoing compliance support and proactive tax reviews

Property investment strategies for financial growth

Investing in property is about more than just generating passive income — it requires forward-thinking strategies to ensure long-term financial growth. We develop bespoke investment property strategies that align with your personal and business goals, helping you build a resilient and profitable portfolio.

Our team identifies growth opportunities through market insights, economic trends, and local property data, ensuring your investments stay ahead of the curve. Whether you’re scaling commercial properties or diversifying your residential holdings, we provide practical strategies to help you optimise returns and mitigate risks over time.

Investment property advice to suit your overall strategy

Your property investments are one piece of a larger financial puzzle, and it’s essential that they complement your overall strategy. We take a holistic approach, ensuring your property decisions align with your retirement planning, wealth creation goals, and cash flow management.

From structuring your investments to maximise tax benefits to ensuring your property holdings fit within your broader financial plan, we provide advice tailored to your situation. Our team works closely with you to ensure that every property decision supports your long-term financial vision.

Key aspects of our financial planning approach:

  • Integration with retirement and wealth planning strategies
  • Advice on using property to supplement superannuation income
  • Cash flow management to support sustainable property growth
  • Structuring advice for trusts, SMSFs, and personal holdings
  • Ongoing reviews to adapt to market changes and personal goals

Experts amongst the experts

We are proud partners of Australia’s most respected financial and accounting organisations. These memberships reflect our commitment to delivering the highest standards of professionalism and expertise.

5-star reviews from our generous clients

Kieran Liston and the Liston Newton team have been assisting me with my accounting matters since 1976. For the past 47 years, Kieran and the Liston Newton team have provided reliable accounting assistance, which has allowed me to focus on my business in primary production.

Their exceptional service has consistently exceeded my expectations and made me feel that they truly care about my financial well-being.

Brian Downes

Liston Newton has given me really helpful guidance over the years for both my business and my personal finances. When you have an accounting team that you trust to give the right advice, it gives you the confidence to focus on growing your business and doing the things you love.

Kate Nixon
Founder, Kat The Label

Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.

Peter Luskan
Pandora

Access our free guides on financial planning topics

We offer downloadable guides to provide deeper insights into essential financial topics. These guides are designed to help you make informed decisions and achieve your goals. We discuss:

  • How to plan effectively for the future
  • Strategies for selling your business successfully
  • Choosing the right structure for growth and tax efficiency
  • Practical ways to reduce your tax liabilities

Why clients trust us with their financial future

Our clients trust us because we provide more than just financial advice — we offer peace of mind. Through proactive strategies and expert guidance, we ensure every aspect of your finances is optimised. Our commitment to ongoing support means you’re never left in the dark, and our experience ensures you’re always one step ahead.

Key benefits of working with us

  • Access to leading financial experts across multiple fields
  • Personalised strategies tailored to your unique situation
  • Long-term partnerships for sustainable financial growth
  • Transparent communication and ongoing reviews
  • Seamless integration of accounting and financial advice
  • Proactive approach to managing risks and seizing opportunities
  • Commitment to excellence and high professional standards

Meet your team

Our unique methodology

Our Get Set, Get Moving, Get Free approach is designed to guide you through life’s financial milestones with confidence. It creates a clear path to help you grow, protect, and enjoy your wealth. As your circumstances evolve, our framework ensures that your strategy stays on track, giving you the freedom to focus on what matters most.

Get set

We’ll fortify your income streams and wealth with strict accounting and tax optimisation.

Get moving

We’ll grow and develop your business, personal wealth, and super fund.

Get free

We’ll protect the wealth you’ve earned through careful structuring, giving you the financial freedom you’ve longed for.

Case studies

Where we work and how we connect with clients

While our offices are based in Victoria, New South Wales, and Queensland, we work with clients across Australia. We also offer virtual consultations and make the effort to meet in person for initial meetings, building trust from the outset.

Frequently asked questions

What should I consider when using negative gearing for property investment?

Negative gearing can reduce your taxable income by offsetting investment property losses, which makes it appealing to some investors. But it's not a one-size-fits-all solution. You'll need to ensure that the cash flow required to service the loan doesn’t put too much strain on your finances. We’ll help you weigh the pros and cons, so if negative gearing makes sense for your goals, you can take full advantage of it without unnecessary risk.

How does property investment fit into retirement planning?

Rental income from investment properties can act as a steady stream of cash flow, supplementing your superannuation over time. If planned correctly, selling a property could provide a significant lump sum when you need it most. That said, we take care to balance your property investing strategy with other retirement income streams to avoid being overly reliant on market conditions. Together, we’ll build a strategy that works now and supports your lifestyle when it matters most.

What is the best structure for holding property investments?

There are several ways to hold property — in your own name, through a family trust, or even within an SMSF. Each option comes with unique benefits, like asset protection or tax advantages, but it can also have drawbacks, such as complexity or compliance obligations. As we do with all of our property investors, we’ll walk you through the options to find the structure that works best for your unique investment goals and keeps your finances secure.

How can diversification improve my property investment portfolio?

Putting all your eggs in one basket can leave you vulnerable to market shifts. A diversified portfolio — one that spreads your investments across different property types or regions — lowers your risk and increases your potential for steady returns. We can help you explore different markets and develop a well-rounded portfolio, ensuring you’re prepared for the ups and downs of the property cycle.

What role does cash flow play in property investment success?

Cash flow isn’t just about making sure your rental income covers your mortgage — it’s about keeping your investments sustainable over time. Positive cash flow can open doors to new investment opportunities, while negative cash flow can slow your momentum. We’ll help you forecast cash flow accurately so you have the clarity you need to grow your portfolio and manage any financial challenges along the way.

Let’s discuss your financial future

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