Tax tool
PremiumProperty sale what-if
Two sale scenarios, side by side.
Takes two property-sale scenarios you have already modelled, re-runs them on the same basis, and lines up the differences: resident versus non-resident, selling this year versus a later year, before or after a renovation.
The point is the delta. Instead of two separate reports the client sees one comparison with the drivers of the difference called out.
What you see on screen
In the app this chart is live: every assumption is on screen, editable, and the projection moves as you change it.
Key inputs
- Two saved property-sale scenarios
- The comparison basis (same price growth, same costs)
- Any timing difference between the sales
What it reports
- Net proceeds under each scenario
- CGT under each scenario
- The difference, and the line items that drive it
- A words-first summary ready for the advice document
Insights it surfaces
Alongside the numbers, the tool writes plain-language findings you can carry straight into the conversation. Example wording, from sample figures:
Waiting until FY2028 to sell is projected to net $38,400 more after tax, mostly from the extra year of the discount and a lower expected marginal rate in retirement.
The comparison assumes both sales occur at the same real price; the timing difference is a tax story, not a market call.
Every tool, every time
Rates and thresholds come from the verified Australian rate set for the selected financial year. Every run can be saved as a scenario against the client, exported as a client-ready PDF or an Excel workbook with live formulas, and carried into an SOA or ROA. A methodology and audit PDF documents the calculation, and every output carries the compliance block.