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.

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