If it’s your first time
You’ll need to have your individual tax returns up to date. You might even need an expert to make sure you satisfy the lending requirements for a home loan. We work with the biggest banks in Australia to get you the best possible deal for your home. Our referral partners work hand in hand with you and XETA to ensure your home loan application is perfect.
If you’re moving into a new house
We’ll help you with any CGT or tax effects relating to the sale of your property, based on the ownership circumstances. You’ll need to have your individual tax returns up to date too. We’ll provide expert advice to make sure your tax and personal documentation satisfy the lending requirements for a home loan. We work with the biggest banks in Australia to get you the best possible deal for your home. Our referral partners work hand in hand with you and XETA to ensure your home loan application is perfect.
If you’re setting up an investment property
We’ll help you record every single rental income and cost relating to your investment property, including the tricky capital works deductions and depreciation. We’ll review your finance agreements with the banks to determine the interest deductions you need, and ask you the right questions about the upkeep, maintenance, strata costs and water/electricity/gas/insurance relating to your rental. What is positive gearing? What is negative gearing? We know how both situations can affect your tax planning.
Testimonials
Trusted by over 900 individuals and their businesses across Australia.
"We have grown exponentially quarter-on-quarter since signing up with the XETA team, from being sole traders to becoming company directors. XETA supported us through COVID and we have emerged even stronger than before."
Contact us today
Our fixed pricing means you won’t receive a surprise bill! Simply fill in the form below and a member of our friendly team will be in touch.