Rental Properties

Includes everything in our standard tax return, with 1 (one) rental property only.

The fee includes manual entry of the rental schedule and accompanying agent statement, recording the totals on our checklist, and an interview of up to 45 minutes.

PER COUPLE, per return, where both returns are lodged together.

2 (two) standard tax returns with manual entry of 1 (one) rental property schedule of standard income & standard deductions, including a detailed review of income and expenses,  including your depreciation schedules and making adjustments where required (if applicable), and an interview of up to 50 minutes.

All income and expenses from your real estate agent's statement, or summarised by you.  

For each additional rental property.

Manually enter additional rental property schedule(s) for income & standard deductions; review the property depreciation schedule(s) and make adjustments as required (if applicable); and complete an interview of up to 50 minutes.

All income and expenses from your real estate agent's statement, or summarised by you. 

For each rental property.

Manually enter your depreciation schedule (Divisions 40, 43, and LVP) and make adjustments where required (LVP allocations). 

Per property, per tax return. 

Calculating the private use portion of a holiday house under the ATO's new guidelines. 

Per loan, per year. 

Calculating the non-deductible portion of a loan.

For each additional rental property.

Manual entry of the additional rental property schedule of income & deductions; review the property 

depreciation schedules and make adjustments where required (if applicable). 

All income and expenses from your real estate agent's statement, or summarised by you. 

Per entry, per tax return. 

Determining eligibility for and claiming the Main Residence Exemption on the sale of 

residential property, and manual entry of the CGT exemption. 

Per property, per tax return. 

Manual entry of the capital gains schedule for the sale of rental property, including 

allocation of expenses between the final rental schedule & the capital gains worksheet, 

final adjustments, including capital gains/depreciation adjustments, ensuring all items are 

collated and relevant to the sale. 

Initially estimated at approximately 50 minutes, the final cost will depend on complexity & the actual time spent.