Rental Investors

Jane & Mark, Rental

Jane and Mark bought their first rental property down in Clendon in the mid-90s and have been steadily adding to their portfolio since then. “We now own 7 rental properties, a mix of residential homes, retail and commercial premises,” says Jane.

The couple have always had an accountant for their business, but as their rental portfolio grew, and with the amount of investment involved, Jane knew it was critical to have an expert eye helping to manage things. Jane managed the properties initially and the accountant did their tax returns. They needed a more streamlined and efficient accounting system including an accountant they could trust, easily talk to and seek advice from.

“Working with the accountants at SBA is great,” says Jane. “We were looking for a new accountant as we did not feel that we had a great relationship with our old one. SBA made sure we were up to date with all the changes going on in and around the housing and investment industry. The team at SBA are always available by phone or email and we feel they have our best interests at heart.”

Their SBA accountant also convinced Jane and Mark that using Xero for their rental properties would be less work in the long run and would give them all the information they needed daily at the click of a button. “I was resistant to changing from MYOB to XERO, mainly because it was a case of “better the devil you know”, says Jane. “I’m very glad we did, and now we use SBA with Xero for our other business as well. Using Xero makes communication with SBA so much easier, on a daily basis and of course at year-end.”

We have over 80 branches nationwide so get in touch with your local SBA Branch today and choose the accounting service that’s right for your business or rental investment.

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