Investment Property Form

Form Information

Please complete this form for each property you own, a link to a new investment property form is found at the bottom of the page.

Your details

First Name

Surname

Address of Property *

Property Ownership

First Name

Last Name

Ownership %

Total Property Ownership %

Property Questionaire

Was your property available for rent across the full year? *

How many weeks was the property available for rent? *

Did you personally stay in the property over the course of the year? *

How many weeks did you use the property for personal use? *

Weeks available for rent is 52 weeks

Is there a mortgage held over the property? *

Please complete the finance & interest section below, and have loan statements and interest summaries ready

Has the loan for the property been renegotiated this year? *

Please discuss this with our team

Has there been any substantial renovations or capital works undertaken at the property? *

Please complete the capital improvements & new asset section below, and have your invoices ready

Have you had a depreciation schedule prepared? *

If you would like to explore this, please speak to your accountant or advisor

Please provide copies *

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Is your property managed by a rental agent? *

Please upload provide your annual agent statement

Please provide copies *

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If the property is self managed, please provide your income and expense summary, otherwise please complete the fields below:

Please provide copies *

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Out of Pocket Expenses

Below are expenses that are NOT included in your annual rental agent statements. All fields must contain a dollar value. Where there is no dollar value please put a zero.

Please select which items apply. All fields must contain a dollar value.

Advertising for tenants

Advertising for tenants *

Please upload copies

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Body Corporate Fees and charges

Body Corporate Fees and charges *

Please upload copies

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Cleaning

Cleaning *

Please upload copies

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Council Rates

Council Rates *

Please upload copies

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Gardening/Lawn Mowing

Gardening/Lawn mowing *

Please upload copies

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Insurance

Insurance *

Please upload copies

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Legal Expenses

Legal Expenses *

Please upload copies

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Land Tax

Land Tax *

Please upload copies

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Pest Control

Pest Control *

Please upload copies

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Repairs & Maintenance

Repairs and maintenance *

Please upload copies

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Stationery, telephone & postage

Stationery, telephone and postage *

Please upload copies

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Water Charges

Water Charges *

Please upload copies

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Sundry rental expenses

Sundry rental expenses *

Please upload copies

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New Assets >$1,000

New Assets >$1,000 *

Please upload copies

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Notes:

Self Managed Property

All fields must contain a dollar value. Where there is no dollar value please put a zero.

Rental Income *

Other related rental income *

All fields must contain a dollar value. Where there is no dollar value please put a zero.

Advertising for tenants *

Body Corporate Fees and charges *

Cleaning *

Council Rates *

Gardening/Lawn mowing *

Insurance *

Land Tax *

Legal Expenses *

Pest Control *

Repairs and maintenance *

Stationery, telephone and postage *

Water Charges *

Sundry rental expenses *

New Assets >$1,000

Please provide copies

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Notes:

Interest & finance

Copies of loan statement for the full year *

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Copies of annual interest summary *

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Capital Improvements & New Assets

Copies of invoices for newly purchased assets >$1,000

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Copies of capital works and substantial renovation invoices

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Have another investment property?

Please complete and submit another investment property worksheet (Link Below)

https://bartons.snapforms.com.au/form/investment-property-worksheet

Thank you for filling in the form and providing the information. We will now collate this information for your tax return.

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