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Tax Tips for Investors


The good news for many people is that the federal government has increased the tax thresholds, effective 1 July 2008, so most employees will now get a bit more in their pay packet each week.

The new thresholds are:

Taxable income

Tax on this income

$0 – $6,000

Nil

$6,001 – $34,000

15c for each $1 over $6,000

$34,001 – $80,000

$4,200 plus 30c for each $1 over $34,000

$80,001 – $180,000

$18,000 plus 40c for each $1 over $80,000

$180,001 and over

$58,000 plus 45c for each $1 over $180,000

 

This also means that if you can claim tax deductions that lower your income, so you move into a lower tax bracket, you can be even more effective in reducing the amount of tax you pay.

One of the most effective ways to reduce the amount of tax you pay is through negative gearing. Negative gearing most commonly occurs when you borrow money to purchase an asset (such as an investment property) and the income generated is not enough to cover the interest on the loan. This can be a very effective form of leverage, and often results in lowering taxable income.

Negative gearing does not necessarily mean negative cash flow. For example, depreciation deductions and other non-cash costs associated with an investment property can result in the property being cash flow positive, but for tax purposes, negatively geared. This can help generate a large tax return.

Depreciation means the general wear and tear of an asset over the time that you own it, for example, carpet wearing out, light fixtures needing replacement etc.

Accurate depreciation of an investment property can provide you with a lot of savings at tax time. And it is important to note that both new and old properties can attract some depreciation deductions.

There are two areas under which depreciation can be claimed:

  1. capital works – this can include the original construction costs if the building is under 40 years old, as well as renovations, extensions, alterations and improvements of a structural nature (such as a new roof). The rules in this area are quite complex and specific information about your individual circumstance should be sought from your accountant.

  2. other depreciating assets – these are assets with a finite life and lose value over a period of use. Examples include air conditioners, hot water systems, kitchen appliances, carpet, light fittings and furniture. In newer properties these can add up to some significant savings – for example if the value of your depreciated assets is $10k, then that is a savings of $3k in tax if you are in the 30% tax bracket!

If you want to claim depreciation costs it is VERY IMPORTANT that you get a property surveyor to prepare a depreciation report for your property. There are a number of property surveyors we use and can recommend, if you would like a referral, and we cannot emphasise enough how important a depreciation report is!

If you have not been claiming depreciation on your investment property then fear not! If you have not been claiming or maximising tax depreciation deductions, the previous two financial year's tax returns can generally be adjusted and amended.

As you prepare to lodge your 2007-08 tax return make sure you received, paid and/or filed:

  • all your rent and/or rental statements
  • body corporate fees
  • rates
  • gardening, cleaning and pool maintenance
  • insurance
  • bank statements for loan accounts
  • land tax assessment
  • pest control fees
  • property agent fees and charges (generally found on rental statements)
  • general repairs and maintenance, including large capital purchases, renovations etc.
  • incidentals, stationery, postage, travel, water, other items

Try and keep a good track of your investment property income and expenses – such as filing all items in the one folder. This will make it easier for you (and your accountant!) at tax time. And it will make it easy to see what you may have forgotten to include.

This information has been provided in conjuction with Nathan Morris, Principal, Morris Accounting.

Morris Accounting is a registered tax agent and can be contacted on 07 3105 5926 or nathan@morrisaccounting.com.

 
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