Investment Property Income & Expenses

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Investment Property Income & Expenses

Investment Property Income & Expenses

Property Address *
Purchase Price *
Percentage Owned *
Date Purchased *
Date Property Started Earning Rental Income *
Number of Days Rented This Year *
Number of Days Used for Private Purposes ( e.g. Holiday Homes) *
Did you Redraw Any Funds From Your Loan This Year ? *

Purchasing Costs (If Purchased This Year)

Stamp Duty (Government) *
Transfer Fee (Government) *
Registration of Mortgage (Government) *
Pest Inspection *
Strata Inspection *
Building Inspection *
Conveyancing Fees *
Bank Cheque Fees *
Penalty Interest (If Applicable) *
TOTAL *

Management Expenses

Property Manager Fees *
Letting Fees *
Tribunal Expenses *
Handling Fees / Postage / Sundry Expenses *
TOTAL *

Rates & Levies

Council Rates (Four Notices Received Each year) *
Water Rates (Four Notices Received Each Year) *
Body Corporate / Strata Levies (Four Notices Received Each Year)
Land Tax (Annual) *
TOTAL *

Loan Expenses

Interest Expenses *
Annual Package Fee / Monthly Fees *
Other Fees *
TOTAL *

Borrowing Costs (If Loan Setup This Year)

Application Fee *
Valuation Fee *
Settlement Fee *
Lender's Legal Fees *
Brokerage Fee *
Landers Mortgage Insurance Premium *
TOTAL *

Repairs & Renovations

Repairs ( e.g. Plumbing and Electrical) *
Renovations *
Construction Cost (If You Built The Property This Year)
DA Fees, Architect Fees, Surveys & Compliance certificates)
Gardening *
Cleaning *
Pest Control *
TOTAL *

Other Expenses

Building Insurance *
Landlords Insurance *
RACV Emergency Home Assist *
Stationary, Telephone Expenses & Postage *
Depreciationh Schedule (Cost of Obtaining Schedule) *
Travel to Inspect Your Investment Property *
Legal Fees *
TOTAL *

Income

Rent Received *
Water Usage Charged to Tenants *
Claims on Insurance Policies *
Please provide a depreciation schedule to your accountant if you have not done so already.
If applicable provide your accountants with a list of assests purchased and sold to assist them to calculate your depreciation deduction.
Attach Additional Documents

Verification

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