Tax    Investors


Passionate about investing and making money? Qualified accountants and tax agents at a Success Tax Professionals practice can help you:

Comply with your tax obligations.

Legally reduce the amount of tax you pay.

Protect your investments from creditors, spouses, family, business partners, the ATO, etc.

Grow your net worth.

Tax saving investments

Tax saving investments achieve the twin aims of saving tax and being an investment at the same time. The investments that can meet these twin objectives appear by far the most attractive and dazzling.  The pros are clear; tax deductible (and saves tax), plus creates an investment (that will hopefully exceed initial cash outflows and continue to grow in value over time).

Tax saving investments only make economic sense if the investment grows in value (capital appreciation) each year, by an amount that is greater than the taxable loss less the tax refund received.

11 tax saving investments

Negative gearing (property and shares)

Agribusiness schemes

Holiday homes

Film industry incentives


Farm management deposits

Concessional superannuation contributions

Early stage investors

Exploration development incentive

Antique, veteran or vintage cars

Purchasing a farm or winery

Property Investing

Property investors invest in real estate to generate rental income and capital gains. Rental properties can include residential, commercial, or industrial properties.

The key aspects of Australian tax laws that apply to rental properties:

Rental income: Rental income received from leasing a property is generally considered assessable and must be included in the property owner's tax return.

Deductible expenses: Property owners can claim deductions for property management fees, maintenance and repairs, insurance premiums, council rates, mortgage interest, advertising costs, and depreciation of assets within the property.

Negative gearing: Negative gearing refers to when the expenses incurred in owning and maintaining a rental property exceed the rental income received. Property owners can offset the losses from negative gearing against their other taxable income, reducing their overall tax liability.

Capital gains tax (CGT): If a rental property is sold, capital gains tax may apply to the profit made from the sale. The capital gain is calculated as the difference between the property's sale and original purchase prices, adjusted for certain costs and improvements. Special CGT discounts or exemptions may apply if the property meets specific criteria.

Goods and Services Tax (GST): GST generally does not apply to residential rental properties in Australia. However, commercial rental properties may be subject to GST.

Depreciation: Property owners can claim depreciation deductions for the decline in the value of certain assets within the rental property, such as appliances, carpets, and furniture.

Building write-off: Property owners can typically claim a deduction of 2.5% or 4% of the original build costs. A quantity surveyor can determine eligible building write-off deductions.