05 / For property owners & investors
Property & Investment Tax
Understand the tax questions behind your property and investment records.
Who this is for
Support for your
next step.
For individuals with rental property or investment income who want their tax reporting and record keeping considered together.
Property and investments can involve records collected over several years. An organised review helps identify the information needed to assess the tax position.
Proposed scope — confirm before publication
What the support can cover.
01
Rental income and expense reporting
02
Capital gains tax considerations
03
Investment record-keeping support
04
Property-related tax planning discussions
Where the scope stops.
This service concerns taxation. It does not include recommendations to buy, sell or hold financial products, property selection, legal advice or valuations. Complex transactions require scope confirmation.
To get started
Bring the context.
We will discuss the detail.
— A summary of the assets and ownership arrangements
— Relevant purchase, sale or rental activity
— An overview of income, expenses and records held
— The transaction or question you would like to discuss
These are preparation prompts, not a request to upload sensitive records. Use the first enquiry to describe your situation.
How it works
A considered process.
A clearer way forward.
01
Tell us what you need.
Share a little about your situation, the question you want answered and any relevant timing.
02
Agree on the scope and fees.
Understand the work proposed, the information needed and the fees before deciding to proceed.
03
Get clear advice and ongoing support.
Work through the agreed steps, with explanations you can understand and further support where agreed.
No work begins until the scope, responsibilities and fees have been agreed.
Before we begin
A few useful answers.
Should I get in touch before a sale?
An early discussion can help identify the records and tax questions to consider. No particular tax outcome can be guaranteed.
Do you recommend investments?
The proposed service is limited to tax matters. Financial product recommendations are not offered through this service.
A clear place to start
Let’s make your next
financial step clearer.
Tell us what you need help with. We can discuss the next step and the support that may suit your situation.