Property & Share Investors
Investment Tax Can Get Complicated. We Make It Clearer.
Investing can create opportunities for long-term growth, but it can also complicate your tax return.
At Aero Accounting Group, we work with property and share investors to help ensure investment income, expenses, deductions, and capital gains are accurately reflected in their tax return.
Whether you own a rental property, hold shares, or manage a mix of investments, our team can explain the tax considerations that apply to your situation and guide you through the process with confidence.
Support for Share Investors
Keep Track of Income, Transactions and Capital Gains.
Share investing can introduce additional information that needs to be included in your tax return, particularly when you receive dividends or sell investments during the financial year.
Aero can help you organise and review the information relating to your share portfolio and understand how investment activity may affect your tax position.
This may include:
- Dividend income
- Franking credits
- Records of share purchases and sales
- Capital gains and capital losses
- Investment-related expenses
- Interest or other investment income
- Supporting documentation for investment transactions
Aero’s existing tax checklist already asks clients to provide dividend statements, investment expenses, interest earned and records relating to the purchase and sale of shares, so this section is a natural extension of the current investor service rather than a new offering.
Capital Gains
Selling an Investment?
Selling shares or property may create a capital gains tax event that needs to be reported as part of your tax return.
Our team can help review the records associated with the purchase and sale of your investments and identify relevant tax considerations, including eligible capital losses and concessions where applicable.
For property investors, Aero’s existing guidance specifically discusses capital gains, cost base calculations and potential CGT concessions.
What to Bring
Be Prepared for Your Appointment.
Depending on your investments, useful records may include:
- Rental income statements
- Property management statements
- Loan interest information
- Rates, repairs and maintenance records
- Depreciation schedules
- Dividend statements
- Share transaction records
- Investment expense records
- Interest income statements
- Purchase and sale documentation
- Previous tax information where relevant
Having the right records available helps your accountant review your investment activity more efficiently and reduces the chance of important information being missed.
Why Aero?
Qualified team
Personalised experience
Satisfaction guaranteed
Make Investment Tax Simpler.
Whether you own a rental property, invest in shares or manage multiple types of investments, Aero can help you organise the details and complete your tax return with greater clarity.