For Individuals
Rental property & investment tax
Own the property. We'll own the paperwork.
Capital gains, depreciation, negative gearing, and multi-property portfolios reported correctly and optimised legally.
What we do for you
Investment income is one of the most common triggers for ATO attention — and one of the easiest areas to either over-claim or leave money on the table. We make sure your rental properties, shares, managed funds, and capital gains are reported accurately and structured to minimise tax.
From a single rental to a multi-property portfolio, we handle depreciation schedules, negative gearing, and capital gains events with a focus on getting the long-term position right.
What's included
- Rental property returnsIncome, interest, depreciation, repairs vs improvements, and apportionment handled correctly.
- Capital gains taxCGT calculations on property and shares, including main residence and discount considerations.
- Portfolio strategyStructuring advice for investors building a portfolio across multiple properties or asset classes.
How it works
- 1
Book a consultation
Choose online or in person at our Milton office. Tell us a little about your situation when you book.
- 2
We review your situation
We look at your circumstances in detail and identify exactly what you need — no guesswork, no assumptions.
- 3
Get a clear, scoped quote
You receive a fixed, transparent quote before any work begins, so there are never any surprises.
Make the most of every investment — and sleep easy at tax time.
Depreciation, CGT, and negative gearing — claimed properly, every year.
Frequently asked questions
Do I need a depreciation schedule?
For most investment properties, a quantity surveyor's depreciation schedule pays for itself many times over. We'll advise whether it's worthwhile for you.
How is capital gains tax calculated?
CGT depends on your ownership period, cost base, and any concessions. We calculate it precisely and plan the timing where possible.
Can you handle multiple properties?
Yes — multi-property portfolios are a core part of our individual practice.
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Book an appointment online or in person at our Milton, Brisbane office — no obligation, no guesswork.