Your Name
First Name
Last Name
Address of Investment Property
What % of this property do you own?
Was the property available for rent for the entire year?
Yes
No
Part year
When did this property first become available for rent?
We have this on file already if you're an existing client
Please upload a summary of your rental income or income statement.
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Did you receive any other income not included on your income statement
ie. bond, insurance payouts, government rebates
Have you ever rented the property out under Airbnb or similar?
Yes
No
How much interest expense did you pay on the mortgage for this property?
Have you withdrawn any personal funds from this properties mortgage or redraw facility?
Yes
No
Alternatively, please upload your mortgage statements from 1 July 2019 to 30 June 2020.
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Please provide us with details of your rental property expenses.
Body corporate
Rates
Water Utilities
Insurance
Land Tax
Repairs & Maintenance
Cleaning
Gardening
Pool Maintenance
Please attach all your receipts or a summary of rental property expenses
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Have you purchased any new assets, equipment or completed any renovations?
Yes
No
Please upload your receipts for any major expenses
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Do you have a depreciation report prepared for this property?
Yes
No
Unsure
Please upload your depreciation report.
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If you are an existing client we will already have this on file.
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Did you know that we also have a property management business - Property Boss? Would you like to hear from the team regarding how they can make your life easier with management of your property?
Property Boss already manage our property!
Yes please!
No thanks.
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