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For years, accountants and real estate agents operated in different lanes — accountants handled the financials, agents made the market move. But as property deals become more complex, that divide is disappearing. Today’s most successful transactions aren’t jus.....
For years, accountants and real estate agents operated in different lanes — accountants handled the financials, agents made the market move. But as property deals become more complex, that divide is disappearing.
Today’s most successful transactions aren’t just about marketing and negotiation. They’re about bringing together the right expertise — and that’s where the partnership between agents and accountants is changing the game.
Whether it’s a high-value family home, an off-market commercial negotiation, or a restructuring of shared assets, today’s agents are facing transactions that require more than market instincts.
Inheritances, divorces, family offices, and shareholder exits all carry layers of financial and emotional complexity. The best agents know that navigating these moments often takes more than persuasion — it takes partnership.
That’s where working alongside a financially savvy dealmaker — an accountant who understands valuation, structuring, and negotiation dynamics — helps break deadlocks and protect outcomes for everyone involved.
It’s not about handing over the deal. It’s about having the right specialist beside you to get it done.
Every great agent knows there’s more to price than the market says. In unique or emotionally charged sales, the “right number” isn’t just a figure — it’s a solution both sides can live with.
That’s where an experienced accounting partner adds value. They can model outcomes, explain tax and liquidity implications, and help both parties understand what’s financially sustainable long after settlement.
For agents, this support means they can stay focused on what they do best — negotiating, advising, and closing — with the confidence that the financial story behind the deal stacks up.
Property is never just an asset. It’s legacy, emotion, and identity — especially in family or generational transactions. That’s why these moments require both the commercial acumen of a great agent and the calm, analytical judgment of a trusted adviser.
When accountants and agents work together, clients get a powerful combination: the empathy and drive of a seasoned agent, and the strategic insight of someone who’s guided their finances for years.
That blend builds trust, and trust is what gets deals done.
The property industry is evolving. Clients now expect their advisers to collaborate seamlessly — to deliver not just sales, but strategic outcomes.
For top-performing agents, aligning with a trusted dealmaker who can navigate complex structures, family dynamics, and financial negotiations is becoming a genuine competitive advantage.
Because the future of property advice won’t be divided between agents, lawyers, and accountants. It will belong to those who can bridge them — professionals who understand both the market and the money, and who know that the best deals are built on partnership.
Set your business on the right path with this simple guide.
Make sure you’re on the right track with this online checklist.
© 2022 Altus Financial, All rights reserved.
Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).
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