Property Tax Readiness Workbook for Australian Investors

Be the investor who keeps more, within ATO rules.

Confusing rules, mixed loans, missing depreciation… it adds up. The Property Tax Readiness Workbook gives you a clear path to legally maximise deductions and reduce CGT exposure, fast.
​​​​​​​✅ Simple after‑tax cashflow calculator for each property
✅ How to order and use an ATO‑compliant depreciation schedule (where eligible)
✅ Keep loans clean to protect interest deductions (offset hygiene, no mixed redraws)
✅ Plan CGT timing with hold / refi / sell scenarios
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No obligations. Just honest advice to help you buy right.

As seen in · Awards · 5,000 plus investors use our frameworks.

The real problem isn’t your property; it’s the leaks

External

  • Mixed‑purpose loans and messy offsets
  • Missing / outdated QS schedules
  • Repairs vs improvements mis‑tagged

Internal

“I’m not 100% sure I’m claiming everything, and I don’t want ATO headaches.”

Philosophical

You work hard. You should keep more of what you earn, legally.

We get it, and we’ve guided thousands through it

EOFY shouldn’t feel like a guessing game. As independent buyers’ agents, we’ve reviewed hundreds of investor files and built a system to remove the uncertainty.

  • 18 property personal portfolio built on a median salary
  • $200m plus guided purchases
  • Award winning, independent buyers’ agency
  • GPS Framework used by 5,000 plus investors

​​​​​​​If you want to apply the workbook's framework to your specific tax and portfolio position, our strategy call provides that personalised analysis.
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📞 Book a FREE 1-on-1 Strategy Call
No obligations. Just honest advice to help you buy right.
Property portfolio management, Northern Beaches Buyers Agent Property portfolio management, Northern Beaches Buyers Agent
Rasti Vaibhav

Built for time‑poor professionals

Finish in 30–45 minutes, or three quick blocks. Plain‑English prompts and templates you can reuse at EOFY.

General information for Australia. Not tax, legal, or financial advice. Use with your accountant and, when needed, your structuring lawyer.

Who it’s for:

  • Investors with 1–5 properties
  • High‑income PAYG & business owners
  • Anyone who hasn’t ordered a QS schedule yet
  • Owners planning a reno, refi, or sale in the next 12–24 months

Client snapshot

One client kept $230,000 over the hold by (1) setting structure pre‑contract, (2) ordering a QS schedule at settlement, (3) maintaining clean loans, and (4) planning CGT two years out — all within ATO rules.

Illustrative only. Individual outcomes vary.​​​​​

A simple plan you can finish in 30–45 minutes

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Get the workbook
​​​​​​​and open it next to your latest statements.
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Tick the interactive checklists
​​​​​​​Run the after‑tax calc, order/update QS, and clean up loans.
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Act with confidence
​​​​​​​Follow the CGT planner and monthly ritual, or book a free check‑in.
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What is inside the Workbook
  • After‑Tax Cashflow Calculator
  • Depreciation Readiness + Assets Log
  • Loan Hygiene & Contamination Audit
  • Repairs vs Improvements Decision Tree
  • CGT Planner: Hold / Refi / Sell scenarios
  • Ownership & Structure Snapshot
  • Records System: 15‑minute monthly ritual
  • A‑Team alignment questions 

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If you do nothing..

  • Missed, delayed, or denied deduction
  • ​Contaminated loans and messy offsets
  • Unplanned disposals and higher CGT
  • ATO stress at the worst time of year 

When you follow the plan..

  • Cleaner returns and fewer ATO headaches
  • Maximised non‑cash claims and better after‑tax cashflow
  • Deliberate CGT timing (hold / refi / sell)
  • Confidence and control at EOFY

Real results

Profile illustration for a property investor case study showing improved borrowing capacity through personalised financial guidance in Australia Profile illustration for a property investor case study showing improved borrowing capacity through personalised financial guidance in Australia

 Personalised Care 

 
 Amy: Cut unused card limits and added about $90k capacity within days.
 
Profile illustration for a property investor success story highlighting education, policy fit and a cash flow positive duplex in Australia Profile illustration for a property investor success story highlighting education, policy fit and a cash flow positive duplex in Australia

 Ongoing Education 

 
 James: Policy fit unlocked roughly $250k and a cash flow positive duplex.
 
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 Independent Advice 

 
 Sonia: Switched to P plus I and gained nearly $200k capacity with no pay rise.
 

FAQs

No. It’s general education for Australia. Use it with your accountant and, where needed, a structuring lawyer.

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Investors with 1–5 properties, PAYG or business owners, anyone planning a reno/refi/sale in 12–24 months.

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An award-winning buyers agency...

Ready to keep more, legally?

Download the workbook and follow the checklists to plug the leaks, maximise deductions, and plan CGT with confidence.
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Education only. Not personal financial advice.
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