Rental property and investor tax, handled with precision
Rental schedules, depreciation, holiday lets, shares and capital gains — prepared carefully so investors claim correctly and stay audit-ready.
- Registered tax agent · TPB 24812228
- Online Australia-wide & Avalon Beach
Indicative fee
From$340
per return
Fixed quote after a free 15-minute call, handled by Jan personally.
Book a free intro callOverview
Property and investment income brings more to get right: rental schedules, interest, repairs versus improvements, depreciation, holiday-home apportionment, dividends and capital gains. Each has its own rules, and the ATO pays close attention to all of them.
Jan prepares investor returns with the care they need. He separates deductible repairs from capital improvements, applies depreciation and capital works deductions where you're entitled, apportions private use properly and keeps your cost base records in order, so you claim what you should now and you're ready when you eventually sell.
With changes to negative gearing and capital gains tax legislated in 2026, advice before you buy or sell matters more than ever.
Who it's for
Landlords, holiday-let owners and share and crypto investors
- Owners of one or more residential rental properties
- Holiday-home owners and short-stay hosts
- Commercial property investors
- Share, ETF and managed fund investors
- Crypto investors
- Anyone planning to buy or sell an investment property
Rental property & investors
What's included
Handled personally by Jan and covered by the fixed quote you'll receive before any work begins.
Rental property schedules
Income and expenses prepared for each property, with one property included in the Investor fee.
Repairs versus improvements
Each significant expense classified correctly: an immediate deduction, a depreciating asset or capital works.
Depreciation and capital works
Claims applied from your depreciation schedule, with guidance on when a quantity surveyor's report is worthwhile.
Holiday-let apportionment
Private use and genuine availability for rent apportioned properly, as the ATO expects.
Shares, funds and crypto
Dividends, franking credits, managed fund distributions and capital gains reported accurately.
Cost base records
Purchase, improvement and selling costs tracked, so a future capital gain is worked out correctly.
Jan Jansen
Registered Tax Agent · TPB 24812228
The difference
Why work with Jan
A registered tax agent and former Tax Manager, now running his own practice so every client deals with him directly.
Claims you can stand behind
Every deduction supported by records, so you're ready if the ATO asks questions.
Thinking beyond this year
Advice on how decisions now affect a future sale, including the 2026 changes to negative gearing and capital gains tax.
Everything in one place
Your property, share and personal tax handled together, by the same person.
Clear, fixed pricing
One property included in the Investor fee, with each additional property priced upfront.
Before you start
What to have ready
Don't worry if you can't lay your hands on everything. After your intro call, Jan sends a tailored checklist, so you only gather what's actually needed.
Your checklist
9 items
- Rental statements from your property manager
- Loan statements showing interest charged for the year
- Council rates, water, strata and insurance notices
- Invoices for repairs, maintenance and improvements
- Your depreciation schedule, if you have one
- Settlement statements for any property bought or sold
- Dates the property was rented, available or used privately
- Dividend, distribution and share trading statements
- Transaction reports from crypto exchanges
How it works
Four steps, no surprises
From your first enquiry to lodgment, you'll always know what happens next and what it will cost.
- 01
Enquire
Send a short enquiry online. A sentence or two about your situation is plenty.
- 02
Free intro call
A relaxed 15-minute call by phone or video with Jan to understand what you need. No obligation.
- 03
Fixed-fee quote
You receive a clear, written quote before any work begins. No surprise invoices.
- 04
Prepared, reviewed, lodged
Jan prepares everything, walks you through it, then lodges and keeps you updated.
Questions
Your questions, answered
Can't see yours? Browse all FAQs or ask Jan directly.
Can I claim repairs to my rental property?
Repairs and maintenance that restore something to its original condition are generally deductible in the year you pay for them. Improvements, renovations and fixing defects that existed when you bought the property are capital in nature. They're usually claimed over time as capital works or depreciation, or added to the property's cost base. Jan will help you classify each expense correctly.
How do the negative gearing changes affect me?
Legislation passed in 2026 limits negative gearing for established residential properties bought after 7:30pm AEST on 12 May 2026. From the 2027–28 income year, losses on those properties can only be offset against residential property income, including capital gains, with any excess carried forward. Properties held before that time, and eligible new builds, keep the existing treatment. Jan can review how your portfolio is affected.
Can I claim depreciation on an established property?
Capital works deductions for the building itself are usually available, depending on when it was built. However, for residential properties bought after 9 May 2017, you generally can't claim depreciation on the previously used fixtures and fittings that came with the property, only on new assets you buy yourself. A quantity surveyor's schedule helps get this right.
How is a holiday home taxed?
If you rent it out for part of the year, you can claim expenses only for the periods it's rented or genuinely available for rent, and you'll need to apportion for any time you, your family or friends use it. Setting rent above market rates or restricting bookings can mean it isn't genuinely available. Jan will work through the apportionment with you.
Do I pay tax on crypto?
Often, yes. Selling, swapping or spending crypto is generally a CGT event, so you'll need records of what you paid and what you received for each transaction. Jan can work from your exchange reports to calculate gains and losses correctly.
What does an investor return cost?
Investor returns start from $340 per return, including one rental property schedule, and each additional property is from $110 per property. After your intro call you'll receive a fixed written quote before any work begins.
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Talk it through with Jan.
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