I work with individuals, couples, trusts and companies across Melbourne to manage investment property tax — from the first rental statement through to selling up.
Services
How I help property investors
- Investment property tax returns — rental income and expenses reported properly, deductions claimed correctly
- Capital gains tax — CGT calculations when you sell, including the concessions and discounts available to you
- Portfolio reviews — making sure your structure and record-keeping still make sense as you grow
- Tax planning — understanding the tax consequences before you buy or sell, not after
Deductions
Common deductions investors miss
Depending on your circumstances, deductible expenses may include:
Loan interestCouncil ratesWater chargesProperty management feesInsuranceRepairs & maintenanceAdvertising for tenantsAccounting feesDepreciation & capital allowancesStrata fees
The key words are “depending on your circumstances” — what’s deductible, when, and how much varies. That’s exactly the conversation to have before lodging, not after an ATO letter arrives.
Long-term support, not once-a-year contact
Property investors tend to stay with me for years — tax returns, CGT events, restructures, the next purchase. You deal directly with me every time, and I’ll always explain things in plain English.