New 12 Month Property Performance Review

Client & Property

Client Name

Greeting Name/s

Enter names exactly as you’d like to address the client, e.g. James & Steph. Used in “Hi James & Steph,” in the advisor message. Leave blank for “Hi,”. The full Client Name stays on the cover.

Property Address

Property Type

Review Period & Value

Purchase Price ($)

Current Appraisal ($)

Purchase Date

Review Date

Income & Finance

Initial Rent ($/week)

Current Rent ($/week)

Vacancy Allowance (weeks/year)

Defaults to two weeks. Adjust after confirming the property’s actual vacancy with the property manager.

Original LVR (%)

Current Interest Rate (%)

Management Fee (%)

State

Current Taxable Land Value ($)

Negative Gearing Benefits

Adds an indicative tax benefit at a 37% marginal rate when the estimated taxable rental position is a loss. This is an estimate only, not tax advice.

Annual Operating Costs

Enter annual costs, including GST where applicable. Additional PM fees are added to the management percentage above. Repairs default to 2% of purchase price; an annual amount overrides the percentage. Use 0 when a cost does not apply.

Additional PM Fees ($/year)

Total annual letting, renewal, administration and other property management charges.

Building & Landlord Insurance ($/year)

Combined annual building and landlord insurance premiums. Defaults to $2,000; enter the actual annual cost, including 0 when it does not apply.

Repairs / Maintenance (% of purchase price per year)

Repairs / Maintenance ($/year override)

Enter an annual budget to override the percentage, including 0 for no reserve.

Strata / Body Corporate ($)

Review Commentary

Property Manager Commentary

Advisor Review Comments (optional)

Shown with Rental & Capital Growth Performance. Leave it blank when there is no additional client-specific context.

Advisor Name

Advisor Mobile

Advisor Note Edit the generated Advisor Note

The note is generated automatically. Tick the box if you want to edit it before generating the report; the greeting and sign-off are added automatically.

Equity Commentary

PropPortfolio Commentary (optional)

Uploads

Property Image (optional)

Sales CMA PDF (optional)

Rental CMA PDF (optional)

HTAG market intelligence is retrieved automatically from the property address when the report is generated.