Self Assessed Report
Please enter your response against the relevant asterix * and follow the tips to
help you make your choices (upon completion the form can be emailed as an
attachment to email@example.com
1. Your Details
Full Name of Owner (s) *
Full name as it appears on the Contract of Sale
Your postal address should be where you would like to receive a copy of report.
Number of Owners *
This will help maximise your claim.
2. Accountant's Details
Accountant's Name *
A Complimentary copy will be forwarded to your accountant.
Accountant's Email *
3. Property Details
Type of Property (Eg. House, Apartment, Townhouse, Villa, Duplex, Serviced
Not a house? Enter the approximate number of dwellings in the complex *
If the property is not a house, please state the number of dwellings in the complex.
Property Address *
State or Territory *
Purchase Price *
The purchase price of the property (excluding Stamp Duty)
4. Key Dates - - - - These dates are critical for our report.
Date of Settlement *
The date that you took ownership of the property
4. Key Dates (Cont.)
Date First Available for Lease *
This is generally the date that you settled on the property unless you first lived in the property and
then leased it at a later date.
Date of Building Completion *
This may be found by contacting the local council, by looking at the date of registration of the strata
plan, or reviewing your records. If unsure, provide your best assessment.
5. Building Details
Type of Construction (eg. brick veneer, full brick, weatherboard, precast
concrete, straw bale, mud brick) *
Enter whichever best describes the item.
Standard of Finish (eg. Basic, good, high, luxury)*
Look at items such as appliances, kitchens, bathrooms and integral finishes. Are they basic, good
quality, good to high quality or luxury items?
Number of Storeys *
Floor Area (Approx.) *
6. Renovations - - - - if this doesn't apply - carry onto the next section.
Details of renovations and improvements *
Renovations that you think have been completed since 27 Feb 1992 - (if possible - include dates and
cost e.g. new bathroom July 1997; $18,000)
How did you hear about us? (eg. Accountant, google, yahoo, senses, msn, yellow
pages book, news/magazine article, friend, other)*
Additional Comments *
Any further comments or information deemed relevant.
8. Property Description (please advise the number of each type of room)
Bedrooms (number of bedrooms) *
Lounge Room (number of lounge rooms) *
Family/Rumpus Room *
Dining Room *
Garage or Basement Parking (eg. single, double or triple car parking) *
Carport (eg. single, double or triple carport) *
External Pergola *
Other factors that may affect the building *
Enter other factors here (eg. Difficult access, built on the side of a cliff etc.)
9. Air Conditioning
Centrally Ducted Type (yes/no) *
Choose Yes or No
Room Units (yes/no) *
If Yes - indicate how many?
Split System (yes/no) *
If Yes - indicate how many?
10. Appliances (answer yes/no) – if ‘yes’ indicate the condition eg. basic,
good, excellent for each item:-
Clothes Dryers *
Cook Tops *
Microwave Ovens *
Range Hoods *
Washing Machines *
11. Bathrooms and Ensuites (answer yes/no) – if ‘yes’ indicate the number
of each item:-
Exhaust Fans (yes/no) *
Hand Dryers; electrical *
Heated Towel Rails *
Shower Curtains *
Spa Bath Pumps *
12. Curtains/Blinds (answer yes/no) – if ‘yes’ indicate the number of each
Blinds, internal *
13. Electrical (answer yes/no) – if ‘yes’ indicate the number of each item:-
Ceiling Fans *
Gates/ Garage Door Controls *
Gates/ Garage Door Motors *
Light Fittings, removable *
Must be easily removed without disconnecting electrical wiring.
Light Fittings freestanding *
Solar Power generating system assets *
Telephone - cordless phones *
Telephone - telephone handsets *
Television antennas, freestanding *
Window Shutter motors & controls *
Ventilation Fans *
Add further details about any of the questions on this page
Any more details? *
Use this space to add any further information about any of the questions above (e.g.
dishwasher new 1 year ago costing $970)
14. Fire Services (answer yes/no)
Fire Alarms *
Fire Detectors *
Fire Extinguishers *
Fire Hose Reels *
15. Floor Finishes (answer yes/no)
Carpet Residential *
If yes - please indicate which rooms have carpet.
Carpet Common to Property areas *
Typically found in the lobbies of apartment buildings
Floating Timber Flooring *
This is 'imitation' polished timber flooring. If yes - please indicate which rooms apply
Vinyl Flooring *
If yes - please indicate which rooms have vinyl
Is this property let furnished? *
If yes - please provide an inventory below of all furnishings
Inventory of all furniture & fittings *
Please include all furniture and fittings included in the lease. Your property manager should
have a furniture inventory - also provide your costs of purchase if known.
17. General Items (answer yes/no) – if ‘yes’ indicate the number of each
Door Closers *
Door Closers are normally found on the entry door of apartments and may also be on security
Heaters - Ducted central heating unit *
Heaters - Freestanding *
Heaters - Other Types *
Vacuum Cleaner - Ducted *
18. Lifts (answer yes/no) – if ‘yes’ indicate the number of each item:-
Please advise the number of lifts and/or escalators in the building/complex
19. Outdoor Assets (answer yes/no) – if ‘yes’ indicate the number of each
Garbage Bins *
Garbage Compacting Systems *
Garbage Disposal Units *
Garden irrigation - control panels *
Garden irrigation - pumps *
Garden irrigation - timing devices *
Garden Lights, solar *
Garden Lights, freestanding *
Pergola Controls *
Pergola Motors *
Sauna Heating Assets *
Spas fixed - heaters (electric or gas) *
Spas fixed - filtration& chlorinators *
Spa freestanding *
Swimming Pool Chlorinators *
Swimming Pool Cleaning *
Swimming Pool Filtration *
Tennis Court - nets *
Tennis Court - cleaners & rollers *
Tennis Court - umpire chairs *
20. Plumbing (answer yes/no)
Hot Water Unit (please advise if electric, gas or solar)*
Water Filters, electrical *
Envirocycle Sewerage Pump *
Water Pumps *
21. Security (answer yes/no)
Closed Circuit Television *
Intercom System Assets (if ‘yes’ advise if handset or video intercom) *
Security System *
22. Any final comments or details?
Add any additional information here. *
That's It! You are finished!!
A professional fee of $239.00 (plus GST) is applicable to this tax depreciation proposal,
subject to the above noted information being provided by the owner.
*(fee excludes travel and a property inspection)
CREDIT CARD PAYMENT
Card type (i.e. VISA, MasterCard):
Name on card:
AUTHORISATION: I/We being the owner(s) of the above noted property, accept the Fee
Proposal outlined and authorize Australian Cost Planners Pty Ltd to access the property and
proceed with the Tax Depreciation Report.
Payment will only be processed upon completion of the report.
PLEASE EMAIL THE COMPLETED FORM AS AN ATTACHMENT
IF YOU HAVE ANY PROBLEMS PLEASE CALL US ON 1300 550 311