Capital Gain Checklist - Sale of Property


    Property purchase details:

    • Property settlement statement and real estate contract
      • Purchase cost:
      • Purchase date (contract date):
    • Stamp duty on purchase of property
    • Legal/Conveyancing fees on the purchase of property
    • Building & pest inspection report costs (if applicable)
    • Surveyor Reports, Depreciation and Building Reports (if applicable)
    • Did you live at the property at any stage? If so:
      • Start date:
      • End date:
      • Agent Market Appraisal or Valuation at the time of ceasing as main-residence (if available)


    Property sale details:

    • Property settlement statement and real estate contract
      • Sale amount:
      • Sale date (contract date):
    • Legal/Conveyancing fees on the sale of property
    • Real estate commission fees or Advertising fees
    • Adjustment:
    • Any other holding costs/capital expense never claimed in returns (i.e. structural or renovation costs):

    Other details:

    • Any sub-division documents (if applicable)

    Book an appointment with Befinancial Accounting to have your tax return completed.

    Contact - 1300 699 161
    Email - info@befinancial.com.au
    32 Main Rd Bakery Hill, VIC 3350

    BEFINANCIAL

    Accounting & Business Solutions