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

Property Investment Analysis (1)

Property Investment Analysis (2)

Property Investment Analysis (3)

Property Investment Analysis (4)

Property Investment Analysis (5)

PAYGW Variation

Videos

Property investment analysis demo
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