Article by Connor Tait
5min read
As the end of the financial year approaches and market conditions continue to evolve, many investors are taking a moment to reassess the health and performance of their property portfolios.
Whether you're considering selling, upgrading, or leveraging equity to expand, knowing where your property stands is key to making confident decisions.
Here's what every investor should be checking:
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Property Appraisal: Has your property's value changed? You could be sitting on untapped equity.
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Loan Review: Are your rates still competitive? A chat with a mortgage broker could save thousands.
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Tax Time Readiness: Ensure all paperwork is in order, including your depreciation schedule.
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Rental Standards: Is your property compliant with the latest Victorian minimum rental standards?
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Ongoing Costs: Council rates, insurance, maintenance—are they affecting your net return?
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Rental Income: Is your rent in line with similar properties? Or is it time for a review?
Why a Depreciation Schedule Matters
Many investors miss out on significant tax savings by not having an up-to-date depreciation schedule. Whether you've bought a newer property, made improvements, or simply haven’t updated your schedule recently, it's worth revisiting. It could reduce your taxable income and boost your bottom line.
Ready to Make Smarter Moves?
At Tait Real Estate, we don’t manage rentals, which means our advice is 100% unbiased. Our goal is to help you maximise your position—whether that’s holding, upgrading, or selling your investment.
📌 Download our free Investor Checklist https://www.taitrealestate.com.au/checklist
📌 Book a confidential market appraisal👉 Click here to request your free appraisal
📌 Talk through your strategy with Connor