If you need any help with this form our
friendly staff are just a phone call away on 1300 737
042.
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Personal details |
| Name on contract: |
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| Mailing address for Meridian Depreciation report: |
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| Phone Work: |
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| Fax: |
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| Phone Home: |
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| Mobile: |
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| **Please
enter full email address: |
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Accountant details |
| Accountants Name: |
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| Accountants Company Name: |
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| Contact Phone Number: |
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Property details |
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| My investment property is a: |
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In the case of strata titled/unit developments,
a full copy of the strata plan and Community Management
statement is required to process your report. If not
supplied, a copy of the documents will be purchased
from the Department of Natural Resources and Mines
on your behalf and will be charged in addition to
our standard fees |
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Do you have a copy of the strata
plan for the complex? |
yes
no
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Do you have a copy of the community management statement
illustrating the interest entitlements for the complex? |
yes
no
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Important, the construction completion
date or age of property is when the property was built
(if built pre 1985 write "pre 1985")
Please refer to the attached link for specific dates:
http://www.propertywealth.com.au/property/investors.php
Please note that where construction
dates are not supplied, local authority searches may
be required to be purchased which will be charged
in addition to our standard fees. In the case of a
strata titled multi unit complex, construction dates
can be reasonably estimated from the strata plan
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| Construction
completion date: |
day:
month:
year:
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Unit complex name if applicable: |
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| Street address: |
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| State: |
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Postcode: |
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Name of Property Manager to
arrange inspection: |
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| Phone: |
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| Mobile: |
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Tenant status: |
Short term
Rental permanent |
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Purchase Price: $ |
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Settlement Date: |
day:
month:
year:
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Date first available for rental purposes: |
day:
month:
year:
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| Was the land purchased seperate from the construction
of the house? |
Yes
No |
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| Has your property ever been renovated
or extended?, if so list below.. |
(List / Date / Value)
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I'm interested in the following
reports
please select the services you require
The Meridian Advantage
At Property Wealth we recognise that each client
is different, with this in mind we have developed
a suite of products, to provide higher level of
service where this is required.
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Streamline Plus
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The Streamline plus report is a tax depreciation schedule for property investors with houses and units (residential and commercial). The schedule includes built-in items such as cooktop, oven, rangehood,hot water system, carpets etc. It excludes items of loose furniture. The report includes detailed photos of the buildings and internal plant included. In case of an audit by the ATO, detailed photographic records of your built-in fixtures and fittings will play an important role to streamline the audit process, saving your tax agent time and consequently you money.The schedule includes built-in items such as cooktop, oven, rangehood,hot water system, carpets etc. It excludes items of loose furniture. |
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Loose Furniture & Fittings - 1 bedroom unit/house
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This is a tax depreciation schedule which itemises all loose furniture and fittings. We include detailed photographic records of your fixtures and fittings, which will play an important role to streamline an audit by the ATO. |
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Loose Furniture & Fittings - 2 bedroom unit/house
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This is a tax depreciation schedule which itemises all loose furniture and fittings. We include detailed photographic records of your fixtures and fittings, which will play an important role to streamline an audit by the ATO. |
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Loose Furniture & Fittings - 3 bedroom unit/house
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This is a tax depreciation schedule which itemises all loose furniture and fittings. We include detailed photographic records of your fixtures and fittings, which will play an important role to streamline an audit by the ATO. |
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Loose Furniture & Fittings - 4 bedroom unit/house
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This is a tax depreciation schedule which itemises all loose furniture and fittings. We include detailed photographic records of your fixtures and fittings, which will play an important role to streamline an audit by the ATO. |
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Plant & Machinery - commercial buildings
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This is a tax depreciation schedule which itemises all loose plant and machinery. We include detailed photographic records of your plant, which will play an important role to streamline an audit by the ATO. |
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Commercial, Industrial, Retail - Non strata titled
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| This is a tax depreciation schedule which itemises all items of plant, machinery and construction allowance for NON STRATA TITLED BUILDINGS. We include detailed photographic records, which will play an important role to streamline an ATO audit. These photographs make us accountable for the values we adopt in our reports! |
general comments:
Payment details
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Payment Method: |
Cheque or Money Order Enclosed
Direct Payment |
If paying by Direct Payment please pay into the
following account and use your surname as
the account transfer description.
Bank: ANZ
BSB: 014-245
Account: 4968 214 69
Account name: Property Wealth Australia Pty Ltd
Inspections are always required to ensure completeness,
accuracy and to guarantee we identify your maximum
tax entitlements. We will make every endeavor to
organise inspections within specified working hours
and minimise disruption to your tenant. If for reasons
beyond our control, we are unable to gain access
at the mutually agreed day and time as organised
and agreed with your property manager, except where
cancellations are notified at least 12 hours prior
to inspection time, an additional inspection fee
of up to $110.00 may apply.
By submitting this form I acknowledge
that I have read the above and understand terms
of payment will be strictly 7 days and agree to
pay the fees plus out of pocket expenses
for local authority searches and strata plans.
Once this information has been received,
PropertyWealth staff will commence processing your
report.
I hereby give permission for Property Wealth to
access local authority information pertaining to
this property, on request, in order to prepare a
depreciation schedule.
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