We organise the property records.
Rental statements, interest, expenses, settlement records, ownership details, and depreciation evidence are mapped property by property.
Brisbane - investment property tax accountant
Investment property tax advice for Brisbane investors
Rental property tax returns, negative gearing, depreciation, and capital gains tax planning handled by a registered tax agent - so your property numbers are clear before lodgement.
The Problem
Rental property tax gets messy when records are scattered.
Investment property tax is rarely just rent minus interest. Agent statements, loan interest, repairs, insurance, council rates, strata, depreciation, private-use adjustments, refinancing, and ownership changes all affect the final tax position.
When those details are spread across emails, bank feeds, property manager portals, and old settlement documents, it becomes easy to miss deductions or misunderstand the tax impact of a sale.
Surge helps organise the records, prepare the rental schedule properly, and give you clear advice on negative gearing, depreciation, and capital gains tax before decisions become expensive.
Why Surge
Most investors come to us when property tax stops feeling simple.
That might be the first rental schedule, a refinance, a second property, a sale, or a capital gains tax question. We look at the full property picture, not just the final tax return fields.
We review the tax treatment.
Repairs, improvements, borrowing costs, depreciation, private-use issues, and negative gearing outcomes are checked before lodgement.
We help you plan the next move.
You get a clearer rental tax position and practical guidance for refinancing, selling, buying again, or improving record keeping.
Process
How it works.
Free Consultation
Tell us about your property, ownership structure, rental records, and whether you are buying, holding, or selling.
Property Record Review
We review rent, interest, expenses, depreciation evidence, settlement records, and prior-year treatment.
Rental Schedule & Return
Your rental property schedule and tax return are prepared with the deductions and adjustments handled properly.
Planning Check-In
We explain the result, record gaps, and what to consider before refinancing, renovating, buying or selling.
Investor Records
We work with the records investors already use to track property income and expenses.
Books & reporting
Books & payroll
Cloud accounting
ATO
ATO
Tax compliance
Payment processing
E-commerce
Pricing
Pricing by property tax complexity
Your quote depends on the number of properties, record quality, ownership structure, depreciation, and whether capital gains tax planning is needed.
We scope it first, then give you a clear fixed quote.
Best fit for one rental property
Rental property return
Individual return with one rental schedule
Fixed quote
- Rental income and expense review
- Interest, rates, insurance and agent fees
- Tax agent lodgement
- Plain-English rental tax summary
Multiple properties
Investor portfolio
Multiple properties or ownership splits
Custom quote
- Property-by-property rental schedules
- Ownership and loan interest review
- Negative gearing position explained
- Depreciation schedule check
Sale or structure advice
CGT & planning review
Selling, refinancing, trusts, or cost-base questions
Quoted after review
- Capital gains tax estimate support
- Cost-base record review
- Ownership and structure considerations
- Fixed scope after initial review
Rental schedules prepared properly
Negative gearing reviewed
CGT planning available
Registered Tax Agent
Key Dates
Property tax calendar.
Stay ahead of rental records, tax return deadlines, and year-end property planning.
JUL
1
New Financial Year
Start of the Australian financial year. Set up rental record tracking for interest, repairs and property expenses.
OCT
28
Rental Records Check
Useful checkpoint to confirm property manager statements, loan interest and expense records are complete.
OCT
31
Individual Tax Returns
Deadline for self-lodged individual tax returns. Tax agent clients may have later lodgement dates.
FEB
28
Depreciation Review
Check whether a depreciation schedule is needed before your rental property tax return is prepared.
APR
28
CGT Planning
Review cost-base records and expected tax impact before selling or restructuring a property.
MAY
15
Tax Agent Lodgement
Extended deadline for many accountant-lodged returns. Confirm your rental schedules early.
JUN
30
End of Financial Year
Final day to capture rental income, expenses, loan interest and year-end investment property records.
FAQ
Frequently
Frequently
asked.
It depends on how many properties you own, the quality of your rental records, whether depreciation or capital gains tax advice is needed, and whether ownership structures need review.
Yes. We review rental income, interest, agent fees, repairs, insurance, depreciation, and other property-related deductions so your return is prepared properly.
Yes. We can help estimate capital gains tax, review ownership history, identify key dates and cost-base records, and plan before a sale where possible.
Many investors benefit from a depreciation schedule, especially for newer properties or substantial renovations. We can review whether one is likely to be worthwhile and coordinate with a quantity surveyor where needed.
Yes. We can prepare the individual tax return that includes your rental property schedule, employment or business income, investment income, and other relevant tax items.
Yes. We can organise income, expenses, loans, depreciation, and ownership details across multiple properties so each rental schedule is clear and tax-ready.
Ready to get your property tax
under control?
Let's make your rental property tax position clearer before lodgement time.
Book your free consultation