Capital Gains & Property
Worked out properly before you sign, not discovered afterwards.
What this actually is
Capital gains tax is where the biggest, most avoidable surprises live. The difference between a good outcome and a bad one is usually a decision made months before the sale, and quite often it comes down to records nobody kept.
Tom Dunell CPA · Registered tax agent 26254256
What you get, specifically.
- Capital gain or loss calculated on property, shares, crypto or business assets
- Main residence exemption, including the six year rule
- The CGT discount and whether you qualify for it
- Small business CGT concessions, which are worth real money and easy to miss
- Cost base built properly, including the costs people forget to add
- Rental property depreciation and capital works reviewed
- Anyone selling an investment property
- People who moved out of a home and rented it out
- Business owners selling all or part of a business
- Share and crypto investors with a year of transactions
Three steps, and no surprises in any of them.
Have a chat
Ring, email, or fill in the form. Fifteen minutes on the phone is usually enough to work out what you need and whether I am the right fit.
Send me what you have
Even if it is a shoebox and a bank statement. I will tell you what is missing rather than guess at it.
I do the work
I prepare the work and send you a draft to look over. Nothing is lodged until you have seen it and understood it.
What people ask about capital gains & property.
I am thinking about selling. When should I call?
Before you list it, not after it settles. Almost everything useful I can do happens before the contract is signed.
I lived in it, then rented it out. Do I pay CGT?
Possibly not, or possibly only on part of it. There is a rule that can cover you for up to six years. It depends on the dates, so bring them.
Usually needed alongside this.
Individual tax returns
Straightforward personal returns, including the ones that stopped being straightforward.
What is involved →Tax planning
A look at the year before it closes, while there is still something you can do about it.
What is involved →Business advisory
Practical advice on structure, cash flow and the decisions that are hard to reverse.
What is involved →Need a hand with capital gains & property?
Ring with a rough idea of your situation and I will tell you what it involves and what happens next.