Skip to content
Investax
  • About

    Explore our team page to discover the talented individuals behind Investax and learn why we are the preferred choice for accounting services and advisory solutions.

    • Investax Team
    • Why Investax
    • Our Clients
  • Services

    Welcome to Investax, your trusted partner for comprehensive accounting services and expert advisory solutions.

    • Accounting & Tax Services
      • Income Tax & Compliance
      • Investment Property Tax
      • Small Business Tax
      • STP, IAS, FBT and BAS Returns
    • Advisory Services
      • Start Up Business
      • Business Structure
      • Investment Structure
      • Asset Protection
    • Wealth & Finance
      • SMSF Tax Return & Audit Services
      • SMSF Establishment Services
  • Resources

    Discover a wealth of valuable resources on our Resource Pages, offering a wide range of ebooks, tax checklists, and occupation guides.

    • E-Book Library
    • Knowledge Base
      • Knowledge Base
      • Year end tax planning guide
      • Occupation Guides
    • Tools
      • Checklists
      • Info-Graphs
      • Calculator
  • Business Industries
    • Gym/Fitness Club
    • Medical Practices
    • Primary Production
    • Construction
    • Trades
    • Real Estate Business
    • Coffee Shops & Restaurants
    • Industrial
    • Legal Practices
    • Retail
    • Property Development
    • Childcare Centre
  • Insights

    Discover a wealth of valuable resources on our Resource Pages, offering a wide range of ebooks, tax checklists, and occupation guides.

    • Insight Articles
    • Case Studies
    • Frequently Asked Questions
  • Contact
  • 02 8651 8000
  • Complimentary Consultation

Stay Updated with Investax!

Sign up for our newsletter to receive the latest tax insights and financial tips directly to your inbox.

  • ✓ Expert Analysis
  • ✓ Industry News
  • ✓ Exclusive Offers
Newsletter Signup with Name
INVESTAX Case Studies

Save Tax

Protect Your Assets

Retire Wealthy

facebook
twitter
linkedin
  • Home
  • Case Study Archive
FEATURED CASE STUDIES

Claiming Capital Losses on Overseas Property After Migration: How Jacques and Monique Turned a Capital Gain into a Tax-Deductible Loss
by Ershad Ullah | May 27, 2025
Property Investment

Background:  Jacques and Monique, a French couple in their early 40s, migrated to Australia in 2021 in pursuit of new opportunities. They purchased a new family home in Sydney, which became their main residence, and began their life as Australian tax residents. However, back in France, they still owned a family home they had purchased […]

GST, Income Tax & Capital Gains Explained for Small Property Developers: Mark & Cindy’s Duplex Case Study
by Defy Gunadi | May 4, 2025
Property Development

Background Mark and Cindy are passionate small-scale property developers. In 2023, they acquired a residential block, subdivided it, and developed a modern duplex with the intention of selling both properties on completion. As they are registered for GST, they claimed input tax credits on construction costs throughout the build. Upon completion, one unit was sold […]

RECENT CASE STUDIES

Are You Liable for Capital Gains Tax When Renting Out a Room in Your Home?
by Defy Gunadi | February 25, 2024
Capital Gain Tax
Learn how Jake and Tania Escaped a $200K Capital Gain Tax mistake!
by Defy Gunadi | February 18, 2024
Property Investment
Can you Claim Motor Vehicle deduction against your Trust income? 
by Defy Gunadi | February 7, 2024
Tax & AccountingTrust Tax Return
Discover How the Gili Family Missed Out on $400K in Loan Interest from Their Investment Property Purchased Through a Trust
by Ershad Ullah | January 18, 2024
Finance And LoanProperty Investment
Discover How Jennifer Avoided $1.3 Million in Capital Gain Tax on Her Property While Travelling Overseas
by Ershad Ullah | January 8, 2024
Tax & AccountingTax Planning & Tax Tips
Discover How a Taxpayer Successfully Claimed Losses on a Property Used as Her Home
by Ershad Ullah | December 27, 2023
Discover How Nader and Jasmin Saved $500K in Capital Gains Tax and Managed a $100K Capital Loss on Their PPOR
by Ershad Ullah | December 17, 2023
Discover How Michael Achieved a 25% Company Tax Rate on His Trust’s Profits
by Ershad Ullah | December 10, 2023
Fire Damaged Building – Tax Deductions for Investment Properties
by Ershad Ullah | December 4, 2023

Posts navigation

  • Previous
  • 1
  • …
  • 3
  • 4
  • 5
  • 6
  • Next
SUBSCRIBE

Subscribe to our fortnightly newsletter, Investax Insight and join our subscribers who receive the latest in taxation, property investing, business and finance news:

Newsletter Signup
MOST POPULAR
Post Views: 0
No popular posts found.
TAGS
  • Capital Gain Tax
  • Finance And Loan
  • Gift & Inheritance
  • Principal Place of Residence (PPOR)
  • Property Development
  • Property Investment
  • Property Tax
  • Scam Alert
  • Self Education
  • Small Business
  • SMSF
  • Tax & Accounting
  • Tax Planning & Tax Tips
  • Trust Tax Return
  • Book an obligation-free Strategic Consultation
    Unlock your financial potential – Contact Us today to discuss your year-ending tax return or schedule a "Complimentary Consultation"
    Complimentary Consultation 02 8651 8000
    Subscribe

    Our Social Media

    Our Office

    • Suite 102, Level 1
    • 102/276 Pitt St
    • Sydney NSW 2000
    Occupation Guides

    SignUp for our Newsletter

    We send out weekly newsletters with the must know insights, forecasts and advise on how to manage your funds better and make the most out of it. You can opt out whenever you like.

    Newsletter Signup with Name
    Investax acknowledges the Traditional Custodians of the land on which we live and work. We recognise their strength and pay our respects to Elders past, present and emerging.
    Copyright © 2023 Investax® Pty Ltd | Privacy Policy | Disclaimer Liability limited by a scheme approved under Professional Standards Legislation. Built with meticulous care by the folks at Revinr Ltd.
    Book a Discovery Call