Real Estate Agents & Agencies
Grow a more profitable agency with our specialised real estate and accounting knowledge.
Build yourself a
real estate business
with better numbers
As a real estate principal you understand the value of time. Weekends, time wasters, the ebbs and flows of the market.
Time spent on administration and bookkeeping is time that could have been spent more productively – connecting with potential buyers and sellers or training and mentoring staff.Â
You may not want to spend your time selling forever and dream of designing a succession plan or what to do with your hard-earned profits.
You need to build an asset that’s profitable and worth something as you
get older.
At creditte, we offer real estate agencies a full finance function. We instantly free up your time with our bookkeeping, accounting, tax and CFO services while helping you build a long-term asset through our financial advice, which comes from many years working in your industry.
We not only look after real estate businesses but the people behind them too; including individual agent tax returns, succession planning, and self-managed super fund (SMSF) services all tailored specifically for the real estate industry and your needs.
We know real estate
creditte is different in that we’ve been working closely with real estate agencies
since 2012.
We take care of the basics, like your business structure, bookkeeping and tax lodgements, but where we really stand tall is in our CFO advisory services.
We have a proven record of taking Australian real estate agencies forward into better cash flow management and financial control. We help principals navigate things such as scaling their agency, acquisitions and/or sale of rent rolls, planning for marketing dips, and more.
- Business structuring
- Bookkeeping
- Cash flow management
- BAS and income tax
- Payroll
- Financial reporting
- Quarterly better business meetings
Start here: Xero file review
It starts with a free Xero file review of your current financials and a business health check. At creditte, we’ve developed a customised chart of accounts specifically for real estate agencies to get the most out of your numbers.
This review analyses your financials, clearly breaks items into categories and then extracts valuable insights into your financial health.Â
From this, we can discover opportunities to improve cash flow, minimise tax, decrease costs and increase profitability.
We offer this review for free to real estate principals.
Just book a call with our team.
What our clients have to say
EXCELLENT Based on 43 reviews Posted on Google Damien L2 Advice provided was on point.Posted on Google Kate Braybrook Morgan makes the finance world feel strangely… human. I’m not a client of his, but I work alongside him in the industry, and every interaction has shown me exactly why his clients rave about him. He’s sharp, honest, ridiculously responsive, and genuinely invested in good outcomes. He’s also been generous in referring business my way, which tells you everything about his integrity and how much he backs the people he works with. If you want a broker who actually cares and doesn’t disappear into the spreadsheet void, Morgan’s your guy.Posted on Google Mark Morgan and the team from Creditte have been instrumental in helping our business think about our financial future. They provide innovative advisory, pragmatic strategies and are very responsive to the changing dynamics of business - as well assisting in more complex M&A / due-diligence matters. We have nothing but praise for the team and would highly recommended them to our network.Posted on Google Simon Tessmann We’ve been working with Morgan for a few years now, and he’s consistently prompt and knowledgeable. He breaks complex advice down so it's easy to understand and genuinely cares about helping businesses grow and succeed. Highly recommend to anyone wanting a helpful, knowledgeable accountant on their side.Posted on Google Ann Strong Highly recommend the team at creditte chartered accountants & advisors. For excellent and professional service.Posted on Google Brent Neale Morgan and his team are incredible. Morgan & Andrew are super responsive, knowledgeable and proactive. I've been a client for a few years now and I've never had to follow up on anything and if needed, I can jump on the phone with Morgan and he will tell me what I need to do, as if we're chatting over a beer. But if you're one of my competitors, please disregard this. In that case, Creditte are horrible and you should stay away ;)Posted on Google David Kopelke Morgan is always on hand to provide me with sound advice.Posted on Google Jackson Brigg I’ve known Morgan since the early days of Creditte, and one thing that has remained constant throughout the company’s growth is the level of service he and his team provide. I work in an industry that works solely with accountants, and over the years I’ve met thousands.. believe me, they are not all the same. Morgan and his team stand leagues above the rest. I couldn’t recommend them highly enough.Posted on Google Maryanne K I had a query about setting up my small business correctly for GST. Morgan from Creditte easily took care of this for me, explaining the process and in a matter of minutes, had me registered and ready to go. He was professional, friendly and helpful - all the qualities you're looking for in an accountant. And there was no jargon. Perfect!
Top tax tips for
real estate agents
Real estate agents claim on average of $8,634 in tax
deductions making them the industry with the most
deductions in Australia. This is almost triple the national average of $3,413!
It’s no surprise then that the ATO likes to pay particular attention to this industry when it comes to compliance, audits, data matching and reviews.
These top tax tips are designed to ensure you understand what you can claim and what’s required in order to claim.
Click to download this free resource.
Frequently Asked Questions.
The best business structure can depend on how you intend to operate as a real estate agency , your estimated turnover and the level of risk you wish to take on. Chat to our team for a free consultation to choose the right business structure for you.
To set up a real estate agency you’ll first need to get your Real Estate Agent License. Next you’ll need to develop a business plan, financial budgets and forecasts, and choose the right business structure. At creditte we can help you get that right.
Depending on the employment agreement between the real estate agency and the broker, you can claim items such as meals and travel, work clothing, training, work tools and equipment. Book a call with one of our accountants to discuss your specific situation.
Yes, real estate agents pay tax on commission. Because you’re providing a service the commission fee must include GST.
Accounting and business advisory
emails that aren't "spammy"
Sign up here to only receive relevant advice for you and your business.

