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Tax time toolkit for investors

Our resource for anyone earning money from their investments, whether you invest in property, shares or crypto assets.

Download the full investors toolkit as a PDF and access our other tax time resources.

If you use a tax agent or choose to lodge your tax return yourself, avoiding these common mistakes will save you time.

You can claim interest paid on the amount borrowed, or a portion of it, that relates to earning assessable income.

What borrowing expenses are and how to calculate them correctly.

How to get repairs, maintenance, improvements and capital expenses right.

What to do in the event your rental property is damaged or destroyed.

Information you need if your rental property is part of a body corporate.

What you may be able to claim when renting out all or part of your home.

When selling or disposing of property, you need to consider if capital gains tax (CGT) applies.

Check our list of examples to see if you are eligible for the full or partial main residence exemption.

If you transfer real estate to your spouse due to separation or divorce, you may qualify for a CGT rollover.

What you need to know about capital gains tax (CGT) when you inherit a capital asset like property.

Check how capital gains tax (CGT) applies to the sale or disposal of shares or units.

What you need to know when acquiring and disposing of all types of crypto assets.

PAYG instalments can reduce a potential tax bill when earning income from investments like rent, interest or dividends.

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