The ATO expects 40+ record types - from the day you buy to five years after you sell. New negative gearing and CGT rules are now law. Gaps in your records today could cost you thousands.
WHAT'S CHANGED — AND WHAT WE FIX
Spreadsheets & email folders
Invoices get lost, deductions missed
Bank feeds & invoices auto-captured
Every deductible expense the moment it happens
Renovation costs buried in emails
Depreciation never updated
Cost base tracked from settlement
Depreciation auto-updated every year
Carried-forward losses forgotten
Thousands lost - permanently
5-year vault retention, ATO-ready
Nothing slips through
-$4,200 / yr
+$4,200 / yr
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Join thousands of Australian property investors who save hours every month and never miss a tax deduction.
Have questions? We're here to help you get started.
If they audit you and you can't produce the documents, deductions are disallowed and penalties can apply.
Records required from purchase to 5 years after sale. Missing even one category could mean a disallowed deduction.
If the ATO audits you and you can't produce the documents —
The deduction is disallowed. You pay the tax anyway. Penalties and interest apply on top. "I couldn't find the records" is not an acceptable excuse.
Formulas drift, versions multiply, assumptions go unchecked. Never fully confident your numbers are right.
Renovation invoices lost, settlement adjustments overlooked, depreciation never updated. Small gaps compound into large losses.
When the ATO asks - and they do - pulling it together takes weeks and still has gaps.
See exactly what the ATO expects you to keep.
Download the full checklist and see how many you're currently tracking.
An all-in-one platform for property accounting, finance, tax, and document management, built for clarity and control all year round
Rental income, expenses, depreciation, capital tracking, plus receipt and invoice capture, all connected at a property level.
Outcome: Clean, complete records without spreadsheets, folders, or paper trails.
Automated bank feeds deliver real-time visibility into loan balances, interest, fees, and rates, enabling proactive repricing and refinancing decisions.
Outcome: Up-to-date financial visibility without manual entry or guesswork.
Smart deduction tracking aligned to Australian tax rules, including depreciation and partial-year adjustments.
Outcome: Confidence that deductions are complete and tax outcomes are optimised.
Purchase costs, improvements, depreciation, and adjustments tracked together over time.
Outcome: More accurate CGT calculations and better long-term planning.
One secure place for statements, invoices, depreciation schedules, and reports, always organised and accountant-ready.
Outcome: No document chasing. No missing information at tax time.
Live visibility into cashflow, equity, exposure, and data completeness across properties.
Outcome: You spot gaps and risks early, not after the financial year ends.
Your accountant works from clean, structured, up-to-date data without back-and-forth emails.
Outcome: Faster reviews, fewer questions, better advice.
Your broker sees real-time loan balances, interest rates, and portfolio structure.
Outcome: Proactive refinancing and lending decisions, not reactive ones.
One system. One Source of truth. Built for property portfolios
