Property Investment Analysis 2024

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 30/06/2024.

Warning: this file is not compatible with Microsoft Excel versions 2019 and earlier.

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  • Unlimited use within your practice
  • All updates to the file after purchase
  • Use for proposed purchases in the 2024 FY
  • Investment term between 1 and 10 years
  • Pre-tax cashflow
  • After-tax cashflow (for affordability)
  • Gross & net rental yield
  • Projected equity after 10 years
  • IRR over 10 years if not sold
  • IRR over 10 years if sold
  • Use for individuals, companies & SMSFs
  • Allow one income change per owner
  • Account for revenue & capital losses
  • Allow one refinance over the 10 yr period
  • SMSFs go into pension mode any year
  • Stress test by changing assumptions

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