Appointments should be booked in advance

Technical service

Rental and CGT Schedules for Australian Investment Properties

AIMS Australia Tax Accountants assists with preparation of Australian rental schedules and CGT schedules for investment property owners, foreign residents and overseas investors.

Where records are incomplete, additional reconstruction or client clarification may be required before a supportable rental or CGT schedule can be prepared

Submit an enquiry

Provide a concise summary of your situation through the Initial Tax Enquiry Form. Do not include TFNs, passport numbers, bank account details or other highly sensitive identifiers.

Led by Nika Widanage, FCPA

Compliance note.

Rental and CGT schedules must be prepared from available records and supporting evidence. Where records are incomplete, further clarification or reconstruction may be required before a supportable tax position can be adopted.

What this page is not intended to cover (1)

Before work begins

Formal advice, tax return preparation, amendment work, objection support or ruling assistance is provided only after scope, onboarding, engagement and payment arrangements have been completed.

Matters We Commonly Review

Rental income and expense schedules

Loan interest and borrowing costs

Foreign residents with Australian investment properties (2)

Repairs and maintenance

Crypto assets in expat and residency tax reviews

Capital works and depreciation

Foreign residents with Australian investment properties (2)

Ownership history

Acquisition and disposal records

Cost base calculations

CGT schedules for property sales

Foreign resident CGT withholding

Amendments to prior-year rental property returns

Submit a Preliminary Scoping Enquiry

Submit the relevant facts, tax years, residency position, property or asset details and any ATO correspondence so the matter can be scoped.

AIMS Australia Tax Accountants

CPA public practice and registered tax agents assisting clients in Australia and overseas with specialist Australian tax matters.

Location

Melbourne CBD

Level 30, 35 Collins Street, Melbourne VIC 3000

Caulfield South

Shop 1, 333 North Road, Caulfield South VIC 3162

The information on this website is general in nature and does not constitute tax advice. Australian tax outcomes depend on each client’s specific facts and circumstances. Clients should obtain professional advice before making tax, residency, CGT or lodgement decisions.

Liability limited by a scheme approved under Professional Standards Legislation.

Copyright © 2026 AIMS Australia Tax Accountants. All rights reserved.

CPA public practice and registered tax agents assisting clients in Australia and overseas with specialist Australian tax matters.

ABN 21 159 602 276

Registered Tax Agent No. 24859230

Contact

Locations

Melbourne CBD
Level 30, 35 Collins Street, Melbourne VIC 3000

Caulfield South
Shop 1, 333 North Road, Caulfield South VIC 3162

The information on this website is general in nature and does not constitute personal tax advice. Australian tax outcomes depend on each client’s specific facts and circumstances. Clients should obtain professional advice before making residency, CGT or lodgement decisions.
Liability limited by a scheme approved under Professional Standards Legislation.
Copyright © 2026 AIMS AUSTRALIA Tax Accountants. All rights reserved.