Rental Property Checklist

Your Name

First NameLast Name
Address of Investment Property
What % of this property do you own?
Was the property available for rent for the entire year?

YesNoPart year, provide dates below please
If part year, what dates was it rented:
When did this property first become available for rent?
We have this on file already if you're an existing client and have held the property before this financial year
The ATO are cracking down on rental property deductions this year and we are now required to support your cliams with receipts or invoices as well as your loan statements. There are sections below for uploading documents.

Please note if you ‘Save” the form to Submit later, there is currently a glitch with the software which may not save any of your attachment for later date/submission. As such, if possible, we recommend completing the form all at once and submit. The software glitch has been reported and is being looked into. Apologies for any inconvenience. If for any reason the attachment function is not working for you , please feel free to send your attachment to tax@hmbp.com.au separately.
Please upload your rental property annual summary or a summary of income.

Browse Files

Cancelof
Did you receive any other income not included above
ie. bond, insurance payouts, government rebates
Have you ever rented the property out under Airbnb or similar?

YesNo
Please provide details of income generated from Airbnb or similar and upload summary of income for the year-:
Please upload Airbnb or similar income-:

Browse Files

Cancelof
How much interest expense did you pay on the mortgage for this property?
Do not include any principal repayments, just the interest paid for the year
Have you withdrawn any personal funds from this properties mortgage or redraw facility?

Yes, please upload statements so that we can see thisNo
This year we need to keep a copy of your property loan statements, please upload-:

Browse Files

Cancelof
Please upload your council rates notices-:

Browse Files

Cancelof
Please upload your water rates notices-:

Browse Files

Cancelof
Please upload your insurance notices-:

Browse Files

Cancelof
Please upload your body corp notices (if applicable)-:

Browse Files

Cancelof
Please upload any invoices incurred for repairs-:

Browse Files

Cancelof
Please upload gardening invoices-:

Browse Files

Cancelof
Please upload rental property cleaning invoices-:

Browse Files

Cancelof
Please upload land tax notices (both front and back of notice)-:

Browse Files

Cancelof
Please upload any other costs you have incurred for your rental property (not covered above)

Browse Files

Cancelof
Please attach all your receipts or a summary of rental property expenses

Browse Files

Cancelof
Have you purchased any new assets, equipment or completed any renovations?

YesNo
Please upload your receipts for any major expenses

Browse Files

Cancelof
Do you have a depreciation report prepared for this property?

YesNoUnsure
Please upload your depreciation report.

Browse Files
If you are an existing client we will already have this on file. Cancelof
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.
Should be Empty: