Property Investment Analysis 2026

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 30/06/2026.

This calculator comes with a bonus PAYGW variation calculator and client questionnaire to help you estimate rental income and deductions, interest on investment loans, motor vehicle expenses and depreciation on related assets for 2026 for a PAYG withholding variation application.

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.