Property, shares and crypto — done right.
Rental schedules, capital gains, dividends and crypto trades, all reported properly and claimed in full. No guessing, no ATO letters six months later.
We'll tell you the difference between a repair and an improvement before you claim it.
Sound familiar?
Repair or improvement? No idea.
Claim it wrong and you either lose the deduction or cop an amendment later.
The loan got redrawn for something personal.
Interest has to be split, and most people claim the whole lot by mistake.
Crypto and share sales you never reported.
The ATO data-matches exchanges and brokers. They already know — the letter just hasn't come yet.
No depreciation schedule.
Thousands a year in building and fittings write-offs, sitting there unclaimed.
What we handle for investors.
One return, every income stream, all in the right box.
- Rental property schedule per property, income and expenses
- Interest apportioned correctly, including redraw and offset issues
- Repairs vs capital works vs depreciating assets, called correctly
- Depreciation schedule applied (and we'll tell you if one's worth getting)
- Capital gains on property, shares and managed funds
- Crypto: disposals, swaps, staking income and the 12-month discount
- Dividends, franking credits and distributions from trusts or funds
- Negative gearing position explained in plain numbers
What you can claim on a rental.
- Interest on the loan (the investment portion)
- Council rates, water and land tax
- Body corporate and strata fees
- Property management and letting fees
- Landlord insurance
- Repairs and maintenance
- Depreciation on fittings and building
- Advertising for tenants
- Pest control, gardening and cleaning
- Accounting fees for the rental schedule
Where people get it wrong.
Repairs
Fixing something that broke while tenanted — deductible this year.
Improvements
Making it better than it was, like a new kitchen — capital works, 2.5% a year.
Initial repairs
Fixing damage that existed when you bought it — not deductible, it goes to cost base.
Private use
Weekends at the holiday place cut your claim back proportionally.
Not sure which one yours is? Send us the invoice — that's what we're here for.
Instant estimate
What would your investment return cost?
Four quick questions, no email needed. The fee moves with how many schedules we have to prepare — nothing hidden.
Your estimate from
$360–$460 one-off, per return inc GST
Closest option: Rental, shares or crypto
- A full rental schedule — interest, agent fees, rates, repairs
- Depreciation and capital works claimed from your schedule
- Dividends and franking credits reconciled
- Prefill checked against your records
- Repairs vs improvements sorted the right way
A guide only, GST included. We quote in writing before anything starts — monthly, one-off or hourly, whatever suits the job.
Investor pricing.
Priced on what you actually own, not on how long it takes us. Quoted up front, every time.
One Property
$299/return
Your personal return plus one rental.
- Full rental schedule
- Interest and expenses apportioned
- Depreciation applied
- Refund estimate before lodging
Portfolio
Most common$399/return
Two or more rentals in the one return.
- Schedule per property
- Co-ownership splits handled
- Capital works vs repairs reviewed
- Negative gearing position explained
Shares & Crypto
+$99/add-on
Added to any return with trades to report.
- Capital gains calculated
- 12-month discount applied
- Franking credits claimed
- Exchange reports handled
Full Investor
$599/return
Property, shares, crypto and a trust distribution.
- Everything above bundled
- Trust and fund distributions
- CGT planning chat included
- Priority lodgement
Prices include GST. Add-ons are per return, not per hour. Depreciation schedules from a quantity surveyor are quoted separately.
How it works.
Send the statements.
Agent summaries, loan statements, share and crypto reports. We'll tell you exactly what's missing.
We build the schedules.
Rental schedule per property, capital gains worked out, depreciation and interest split correctly.
We explain the position.
What each property actually cost you this year, what the CGT looks like, then we lodge.
Real people, real results.
A few of the folks we look after around the country.
"Two rentals and I'd never had a depreciation schedule. They pushed me to get one — it added thousands."Depreciation added thousands
"Sold a parcel of shares and had no clue about CGT. They worked it out and applied the discount properly."CGT discount applied
"Years of crypto trades across three exchanges. They handled the lot without making me feel like an idiot."Crypto reported properly
"We'd been claiming the full loan interest after a redraw. They fixed it before the ATO noticed."Interest split corrected
Common questions.
Can't see yours? Ask us in a free chat — no obligation.
Ready to get the numbers sorted?
Let's make accounting one less thing to worry about.
Tell us what's going on and we'll help you work out the next step.
No pressure. No accounting lecture. Just a straightforward chat.