Property & investment tax
Property tax, worked out before you sign.
Rental property returns, depreciation and capital gains on property or shares. The decisions are big — talk them through with a registered tax agent.
Rental property
Rental returns and depreciation.
Rental property schedules for one property or many, with income, expenses and depreciation set out properly.
Capital gains tax
Selling property or shares.
Your capital gains tax worked out before you sign, so the result at tax time isn't a surprise. Rules are changing for some investors — ask us how they apply to you.
Common situations
Sound familiar?
I've bought my first investment property
Set up your records properly from year one, including depreciation.
I have several rentals
Rental schedules for each property, prepared together.
I'm thinking about selling
Your capital gains position worked out before you sign the contract.
I've sold shares or crypto
Capital gains or losses calculated and reported correctly.
My home became a rental
We'll explain how the change affects your tax position.
I inherited a property
Including deceased estate situations — handled with care.
Documents that help
- Rental income and agent statements for the year
- Loan statements showing interest charged
- Rates, insurance, strata and repair invoices
- Depreciation schedule (if you have one)
- Purchase and sale contracts and settlement statements
- Records of improvements made to the property
Don't have everything? Book anyway — we'll work through it with you.
Professional advice
General information isn't enough here.
Property and investment tax depends on your circumstances. This page is general information only — a consultation is where we look at your actual situation and explain your options.
Questions investors ask
Selling soon? Talk to us first.
We agree a fixed fee with you before any work begins. Book a time, or start online from anywhere in Australia.