Home/Property Investors
Property & investment taxProperty and investment tax done right
Rental schedules, depreciation, capital gains and structuring advice for investors — so you claim everything you are entitled to and nothing you are not.
Deductions we check on every rental property
Rental deductions are one of the ATO's standing audit focus areas. We work from your agent statements and loan records so the claim is both maximised and defensible.
- Loan interest and borrowing expense write-off
- Council rates, land tax, water and strata levies
- Property management and letting fees
- Repairs and maintenance versus capital improvements
- Capital works deductions (Division 43)
- Plant and equipment depreciation (Division 40)
- Insurance, advertising and travel where still deductible
- Apportionment for part-year and part-private use
Ownership structure
Personal name, company, unit trust or SMSF — each has a very different outcome for negative gearing, land tax, CGT discount and asset protection. We model it before you buy, not after.
Capital gains tax
Cost base reconstruction, the main residence exemption, the six-year absence rule, the 50% discount and partial exemptions — worked out properly and documented.
Depreciation
We work with your quantity surveyor's schedule, or tell you when one is worth commissioning and when it is not.
Shares, ETFs and crypto
Dividends, franking credits, distributions from managed funds, and capital gains on shares and crypto assets reported correctly.
Buying, selling or holding?
Tell us where the property sits and we will tell you what it means for this year's return and the eventual sale.
Ready to get your lodgements sorted?
Start your return online in a few minutes, or send us an enquiry and we will come back with a fixed fee and a realistic timeframe — usually the same business day.