Property Syndicate and Shared Ownership Accounting

Premium Support at a Fair Price

Accounting Services for Property Syndicates and Shared Ownership

Whether you’re a professional syndicator with multiple deals each comprising hundreds of investor units, or a group of friends or family looking to band together to get that deal none of you could ever afford alone, we’re here to help.

A property syndicate is a direct property investment bringing together multiple investors to buy a property of a larger scale. If you’re an investor looking for standard accounting services for your wholly-owned residential or commercial property, this page isn’t for you! Check out the Residential Property FAQ, or have a look at our Fixed Price Formula.

At AAT Accounting, we have been offering specialist property accounting services to the New Zealand property industry since 2014. We only do property, so we know it well.

From $100-150 (small base) or $250-350 (large base) +GST per month

Our wide range of syndicate and joint ownership investor services include:

  • Annual accounts and tax compliance preparation

  • Annual tax allocation/distribution notices to investors

  • GST preparation and filing

  • Preparation of periodic accounts, budgets, or cashflow forecasts if required

  • Prompt responses to investor queries

  • Professional documents prepared in Xero to impress investors

  • Tax structuring advice

  • Advice on maximising depreciation claims – improving your cashflow

  • Cashflow certainty – fixed fee pricing with no changes during the agreed term

Contact us for a discussion about your syndicate to determine what services you need, be surprised at how well we can provide them, and get an indicative price for your work – which can be agreed up front for multiple consecutive years.


Interested in hearing more? Contact us below!

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