For accountants with property clients

PropRetire's Business plan is for accounting firms whose clients own rentals. Each client's properties, loans, super, income and spending are recorded once. PropRetire sets up to five financial years side by side, estimates the tax on a sale with the sale and without it, and sends results as PDFs through a secure link. Everyone in the business sees the same clients. Each result opens to its working, so you can check a figure before you use it.

What does it do for an accounting firm?

• Clients lists every client, one row each, with the client who needs you most at the top. Clients
• An information request sends a client a secure link to check the records you hold. Nothing changes until you review their response and apply it. For clients: the information request
• Financial year review sets up to five completed financial years side by side, with income, costs, estimated tax and the net cash result by owner and property, and a spreadsheet. Financial year review and What a financial year review shows your accountant
• Each legal owner's income tax is estimated with a property and without it, and a sale the same way. From 1 July 2027, cost base indexation and a 30% minimum tax replace the 50% discount for a person or trust, and the gain up to then keeps the old rules. Property tax and CGT estimates and Cost base indexation and the 30% minimum tax
• People, companies, trusts and SMSFs are each a legal owner, with tax settings and dated carried balances such as a capital loss. Legal owners and tax settings
• Results go to a client as PDFs through a secure link, once or on a schedule. Reports sent and Scheduled sends

How do I check a figure?

Every result states its date and opens its working: the records, assumptions and arithmetic behind each figure. A figure it cannot work out says so, and is never shown as zero. A result is an estimate from the records and the rules on its date. Check a result

What does it cost?

Business is priced by the number of advisers, and each adds 50 clients. In Australian dollars with GST:

It starts with a 30-day free trial and no credit card. Pricing