Property Investment Estimator

PURCHASE PRICE

TRANSFER/BOND REGISTRATION COSTS (FROM COMPLETE COST ESTIMATOR)

CAPITAL USED (DEPOSIT)

BASE COST(AS PER CGT FAQ)

BOND AMOUNT

(INTEREST PORTION IS WRITTEN OFF AGAINST
INCOME FOR RENTAL PROPERTIES)

TERM

RATE

MONTHLY REPAYMENT

ANNUAL REPAYMENT

INCOME (MONTHLY)

RENTAL INCOME PER MONTH

PER YEAR

RENTAL ESCALATION PER YEAR %

EXPENSES (ANNUAL)

RATES/TAXES

INSURANCE

REPAIRS(KEEP SLIPS AND DETAILS)

OTHER EXPENSES

ESCALATION ON OPERATING EXPENSES PER YEAR %

YEARS PROJECTED FOR INVESTMENT

PROPERTY ESCALATION PER YEAR %

CAPITAL GAINS TAX ESTIMATION

INDIVIDUAL

CAPITAL GAIN

LESS ANNUAL EXCLUSION

NET CAPITAL GAIN

INCLUSION RATE (25%)

AMOUNT ADDED ONTO INCOME FOR THE YEAR

THIS IS THEN TAXED AT YOUR NORMAL TAX RATE

COMPANY

CAPITAL GAIN

NET CAPITAL GAIN

INCLUSION RATE (50%)

AMOUNT ADDED ONTO INCOME FOR THE YEAR

THIS IS THEN TAXED AT 28% AS UNDRAWN PROFIT OR
28% plus 12.5% IF DRAWN OUT OF THE COMPANY

AND THEN TAX FREE IN THE INDIVIDUAL'S HANDS