Insights

Looking for something to inspire or inform?

EOFY Checklist for Property Investors: What You Need to Do Before 30 June

With the end of the financial year fast approaching, now is the perfect time for property investors to review their portfolio, prepare for tax time, and set themselves up for a successful year ahead.

A few simple checks before 30 June could help maximise your deductions, improve your property's performance, and identify new opportunities for growth.

1. Gather Your Financial Records

Start by organising all your property-related documents, including rental income statements, loan summaries, rates notices, insurance premiums, and maintenance invoices. Having everything ready will make tax time much smoother and help ensure nothing is overlooked.

2. Review Your Property's Performance

Take a closer look at how your investment has performed over the past 12 months. Has rental income kept pace with the market? Have expenses increased? Reviewing your property's cash flow can help identify opportunities to improve returns.

3. Complete Outstanding Repairs

If your property requires maintenance, consider completing repairs before 30 June. Genuine repairs and maintenance costs may be tax deductible in the current financial year, so keeping receipts and invoices is essential.

4. Check Your Depreciation Schedule

Depreciation is one of the most commonly missed tax benefits for property investors. If you've recently purchased, renovated, or upgraded your investment property, it may be worth reviewing your depreciation schedule to ensure you're claiming all eligible deductions.

5. Speak With Your Accountant

EOFY is the ideal time to seek professional advice. Your accountant can help identify available deductions, review your investment structure, and ensure you're making informed decisions for the future.

6. Plan for the Year Ahead

Once you've reviewed the past year, start thinking about the next one. Whether your goal is to increase rental returns, renovate, refinance, or grow your portfolio, having a clear strategy can help you make smarter investment decisions.

Final Thoughts

EOFY is more than just tax time, it's an opportunity to assess your investment property's performance and ensure it's working as hard as possible for you. A proactive review now could help maximise your returns and position you for future success.

FAQ

Do I need to be there for open homes or inspections?

Not at all. We’ll handle everything professionally, respecting your time and space while ensuring buyers feel welcome and informed.

How should I prepare my home for sale?

Presentation matters. From minor touch-ups to expert styling, we’ll guide you on how to showcase your home in its best light—inside and out.

What should I look for in a real estate agent?

Experience, communication, and local knowledge count. You want someone who listens, guides you with honesty, and knows how to get results—now and always.

What’s a property appraisal, and why does it matter?

A professional appraisal gives you a clear understanding of your home’s current market value—an essential first step in planning your sale with confidence.

When’s the right time to sell?

The ‘perfect’ time depends on your property, your goals, and the market. We’ll help you weigh the factors and decide what works best for you.

Will I need to pay Stamp Duty?

Stamp Duty usually applies to buyers, but rules can vary. We can connect you with trusted legal and financial advisors to make sure everything’s covered.

What’s the best way to market my property?

The best marketing strategy is one that’s tailored—to your home, your audience, and the current market. It’s not about ticking boxes; it’s about standing out where it matters. That means combining strong digital reach with compelling visuals, authentic storytelling, and targeted strategy. If you’re thinking about selling, Talk to us today.