Northern Beaches · NSW 2099
Tax agent in Dee Why
Tax returns for Dee Why professionals and apartment investors, and support for local sole traders and small businesses. Careful, personal and fixed-fee, online or in person by arrangement.
Overview
Beachfront, apartments and busy careers
Dee Why pairs a beachfront and a busy town centre with streets of apartment buildings. Professionals, young families and downsizers live side by side here, and apartments, whether owned to live in or to rent out, sit at the centre of many tax questions.
For professionals, the questions are usually about getting deductions right, handling investment income and planning ahead. For apartment investors, it's about claiming correctly under rules that are changing, and knowing where you stand before you buy or sell.
Jan Jansen is a registered tax agent based in Avalon Beach. He can meet in Dee Why by arrangement or work with you online, and every engagement starts with a fixed-fee quote.
The local picture
Common starting points
Where Dee Why households and businesses often need a hand.
- 01
Salaried professionals
Work-related deductions, working from home, salary packaging and employee share schemes all need care. Jan checks what's claimable, cross-checks your pre-filled data and lodges on your behalf.
- 02
Apartment investors
Jan prepares rental schedules that treat regular and special strata levies correctly, claim depreciation and capital works properly, and account for any periods the apartment wasn't available to rent.
- 03
Sole traders and small businesses
From consultants to cleaners and cafés, Jan handles ABN income, BAS and year-end returns, with practical advice on how much to set aside for tax.
- 04
Owners who become landlords
Moving out and renting your apartment raises capital gains tax questions. In some cases you can keep treating it as your main residence for a period while it's rented, a choice worth making with advice.
For apartment investors
Owning an apartment to rent out
Apartments come with a few rules of their own, and investment property settings are changing. These are the points Jan works through when preparing a Dee Why investor's return or talking through a purchase.
For the full picture, see how Jan works with rental property investors.
- 01Strata levies
- Regular strata levies are generally deductible in the year you pay them. Special levies raised to fund capital improvements aren't immediately deductible, though you may be able to claim capital works deductions over time.
- 02Depreciation on fixtures
- If you bought an established apartment, the fixtures and fittings already in it generally can't be depreciated, a rule that applies to second-hand assets acquired since 9 May 2017. New items you add, and the building itself through capital works deductions, often can be.
- 03Negative gearing changes
- From 1 July 2027, losses on established residential property acquired from 7:30pm AEST on 12 May 2026 can only offset residential property income, with any excess carried forward. Properties held before then are grandfathered, and eligible new builds are exempt.
- 04Capital gains on sale
- The 50% CGT discount is set to be replaced by cost base indexation and a minimum tax for gains arising from 1 July 2027. If a sale is on the horizon, the timing deserves a conversation first.
Questions
Dee Why questions
Answers to questions that come up in Dee Why. Every situation is different, so treat these as a starting point.
I redrew from my investment loan for something personal. Is the interest still deductible?
Only partly. Interest is deductible to the extent the borrowed money is used for the rental property. If you redraw for a private purpose, such as a car or a holiday, the interest has to be apportioned between the rental and private portions for as long as that debt remains. Jan can work out the split and keep it consistent from year to year.
Do the negative gearing changes affect an apartment I already own?
If you held it before 7:30pm AEST on 12 May 2026, it's grandfathered and keeps the existing treatment when the changes start on 1 July 2027. For established properties bought after that time, losses from 1 July 2027 can offset residential property income and be carried forward, but not wages. Some details are still being finalised, so get advice before buying.
I'm moving out of my apartment and renting it. What should I think about?
The rent becomes assessable and many costs become deductible once the apartment is available to rent. For capital gains tax, you may be able to keep treating it as your main residence for a period, but that choice has consequences. It's worth getting advice before you sign the first lease.
Can I claim working from home if I work a hybrid week?
Generally yes, for the hours you genuinely work from home, if you incur additional running expenses and keep the right records. There's a fixed rate method and an actual cost method, each with its own record-keeping rules. Jan can work out which suits you.
Services
Services for Dee Why investors and professionals
Careful returns, clear advice and help when the ATO gets in touch.
Rental property & investors
Rental schedules, depreciation, holiday lets, shares and capital gains — prepared carefully so investors claim correctly and stay audit-ready.
From $340Learn more
Individual tax returns
Accurate, thoughtfully prepared returns for employees, retirees and investors — every deduction you're entitled to, properly documented.
From $220Learn more
Sole traders & contractors
Tax returns, GST and PAYG instalments for tradies, creatives, consultants and contractors — with practical advice to keep more of what you earn.
From $495Learn more
ATO letters, reviews & audits
A calm, experienced hand when the ATO gets in touch — letters, reviews, audits, debts and payment plans handled on your behalf.
From $220Learn more
Meeting
Meeting in Dee Why
Jan is based in Avalon Beach, further north on the peninsula. You can meet him in Dee Why by arrangement, but most of the work, from sending documents to signing your return, can be done online at a time that suits your working week.
In person
In Dee Why or nearby, by arrangement
Online
Phone or video calls, with documents sent by email
Hours
Monday – Friday, 9:00am – 5:30pm
Evenings & Saturdays: by appointment
Nearby
Around Dee Why
Jan can also help in the neighbouring suburbs, online or in person by arrangement.
- Collaroy
- Cromer
- Curl Curl
- Brookvale
Along the coast
Dee Why & online
Clear answers for investors and professionals.
Tell Jan a little about your situation and he'll come back to you within one business day to arrange a free 15-minute intro call. No obligation, no hard sell.
Based in Avalon Beach · Online Australia-wide, in person on the Northern Beaches by arrangement