Property Investment Analysis 2025

Use this workbook to advise your client on the financial impact of a proposed investment property acquisition by up to 4 individuals, companies or SMSFs.  Calculate before and after tax cashflow (for affordability), investment yield and return and CGT and equity for any ownership period from 1 to 10 years. 

To ensure correct tax calculations, this workbook cannot be used after 30/06/2025.

This calculator comes with a bonus PAYGW variation calculator to help you estimate rental income and deductions, interest on investment loans, motor vehicle expenses and depreciation on related assets for 2025 for a PAYG withholding variation.

For more information, read on and watch our videos below to watch a demo of this calculator and to be taken on a brief tour of our website.

Warning: this file is not compatible with Microsoft Excel versions 2019 or the cloud-based version of Excel, Excel for Mac, or Google Sheets. 

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Description

Features


  • Unlimited use within your practice
  • All updates to the file after purchase
  • Use for proposed purchases in the 2025 FY
  • Or profile the ideal property for your client
  • Investment term between 1 and 10 years
  • Pre-tax cashflow
  • After-tax cashflow (for affordability)
  • Gross & net rental yield
  • Projected equity
  • IRR if not sold
  • IRR if sold
  • Use for individuals, companies & SMSFs
  • Allow one income change per owner
  • Account for revenue & capital losses
  • Allow one refinance
  • SMSFs go into pension mode any year
  • Stress test by changing assumptions
  • Bonus PAYGW variation calculator

Screen Shots – Property Investment Analysis

Screen Shot – PAYGW Variation

Videos

Property investment analysis demo
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