If you’re like many property investors in 2025, you might be wondering: How can I create reliable income and growth without overextending myself? You’re not alone — we hear this from clients every week. One proven answer is the granny flat strategy. Adding a granny...
Forms, Checklists and Downloads
Forms
New or Update Client Form – Online Version
- Please complete if you are a new client
- Existing clients that have updated any contact details
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Checklists
Rental Properties Tax Return Resources
Rental_Property_Inc & Exp_Spreadsheet
Multi Rental Property Spreadsheet Comprehensive
Rental-Property-Inc-Expenses-Annual Summary
Simple CGT Rental Property Sale Calculator
Rental Property Interest Tax Deduction Guidelines
Holiday Rental Home Excessive Tax Deduction Guide
Rental Property Purchase Cost Various Tax Treatments
After-Tax Cashflow Investment Property Template
Motor Vehicles 
Car Log Book Claims & Requirements
Individual Tax Return 
2025 Individual Tax Return Checklist
Handy Guide to 2025 Tax Rates & Thresholds
ATO Proof of Identity Requirements for New Clients
Super Intent Claim Deduction Personal Contributions