RENTAL PROPERTY: WHAT RECORDS DO YOU NEED TO KEEP?

Income Tax

What records do you need to keep for your rental* property? Here is a general guide. Note that this list assumes you are using a property manager.  All costs are for the 12 months preceding 31 March:​RENTAL PROPERTY Copy of Sale & Purchase Agreement (if 1st year)Total Rent ReceivedInsurances, e.g. Landlord Protection, Mortgage Protection, HouseLegal feesProperty Management fees (if applicable)Rates – water and CouncilMaintenance, including any purchases e.g. heat-pumpRubbis […]

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WHAT BUSINESS EXPENSES ARE TAX-DEDUCTIBLE?

model house vs coins

What business expenses can you deduct in your income tax return? It depends on your business structure, but includes things such as:ACC leviesaccounting feesbank chargescontractor costsdepreciation (wear and tear)entertainment (be careful!)home office expenseslease or rental costslegal feesmotor vehicle expenses e.g. WOF, registration, repairs, insurance, FBTpurchases (for business purposes e.g. stock, materials)travel e.g. fuel, parking, business travelstationery, printing and office costs […]

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RING FENCING OF PROPERTY LOSSES

hands on a house

Ring fencing of property losses is here to stay. What will be the impact, and what strategies should you employ? How will it affect you? Will you still get a tax refund?

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WHY YOU SHOULD (ALMOST) ALWAYS GET CHATTELS VALUED

furniture

Why is a chattels valuation necessary? Why you should always get chattels valued: In exploring the necessity of a chattels valuation, it’s crucial to delve into the intricacies of property assessment and taxation. While standard valuations typically assign a modest value to chattels, often ranging from $10,000 to $15,000, they frequently overlook numerous depreciable items…

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WHO NEEDS A FINANCIAL ADVISOR?

Who needs a Financial Advisor?* Do you? Well, you might be thinking “I need a lawyer… and an accountant.  But do I need a Financial Adviser?”  Like many people (most, in fact) you probably feel that a Financial Adviser is a bit of an optional extra.  We strongly feel that this is not sound thinking.…

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DEPRECIATION CLAWBACK AND YOUR RENTAL PROPERTY

downwards trend

When a property is sold, ideally you should get a proper valuation done (see here for more info).  Work out the difference between their current value and their book value and that will give you the figure that is either clawed back or deducted

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