Local Knowledge PropertyIntegrated Property Financial Advisory

After-Tax Yield Calculator

See the real return after interest, expenses, depreciation, and your tax position under current and post-reform rules.

Grandfathered

This property is grandfathered — acquired before the Budget cut-off of 7:30 pm AEST, 12 May 2026. Full negative gearing continues for the life of your ownership. Important: grandfathering is not transferable — if you sell, the buyer will be under the new regime.

Property Acquisition

Contract date determines your tax regime

Off-the-plan, greenfield, or net-increase rebuild

Property Details

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Loan Structure

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Ongoing Costs

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Tax Position

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Effective rate: 39% (incl. Medicare)

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2.5% of building cost for post-Sep 1987

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Only new plant for post-May 2017 purchases

Results

Gross Yield

4.33%

Before any costs or tax

After-Tax Cash Flow

$-4,107/yr

Negatively geared — tax refund included

After-Tax Return on Equity

-2.74%

On your $150,000 deposit

Annual Tax Refund

$11,768

At 39% effective rate (incl. Medicare)

Annual Breakdown

Gross Rent+$32,500
Interest-$37,200
Other Expenses-$11,175
Net Rental Income$-15,875
Depreciation Deductions-$14,300
Taxable Rental Income$-30,175
Tax Refund+$11,768
After-Tax Cash Flow$-4,107/yr

CGT on Disposal

Transitional CGT applies: the 50% discount covers gains accrued up to 30 June 2027. Gains after that date use cost-base CPI indexation with a 30% minimum tax rate on real gains.

Go deeper

See this property modelled both ways, side by side

Weekly cost, carried-forward losses, CGT on sale and the resale repricing risk under the grandfathered regime against the post-reform regime. Free position report.

Important Disclaimer

This calculator provides estimates for illustrative purposes only and does not constitute financial, tax, or investment advice. The grandfathering and regime determinations shown are indicative only. Tax rates shown include the 2% Medicare levy. Always confirm your position with a qualified CPA or tax adviser.

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