External
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.
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.
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:
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.