5 minute Online Demonstration

1. 5 minute Online Demonstration

2. What is the Rental Workbook? • It’s an easy way to organise your rental property records – like an electronic cashbook. • It’s used by hundreds of investors all around Australia. • It’s the quick, smart way to keep control of your rental properties and have all key information at your finger tips. • It’s an Excel-based program that stores details for up to 20 properties in one file.

3. Why use the Rental workbook? • Easy to use: even by non-computer people! • Comprehensive: addresses all tax considerations for rental properties in Australia. • Compliant: complies with the audit requirements of the Australian Tax Office. • Practical: developed with input from property investors, tax accountants and information technology advisers.

4. What’s in the Rental Workbook? • Integrated worksheets for recording your property details as well as space for your own notes on each sheet. • Automatically generated graphs on each applicable sheet. • A comparison report of all properties. • A Tax Summary sheet that reports key property indicators such as: • Taxable Rental Profit / Loss • Annual & Weekly Cash Flow • Cost of Equity • Other % Returns • Let’s take a look …..

5. Property Details Store up to 20 properties! Links on every page to On-line web-based Help Enter property details Keep Track of Tenants during the year Helpful pop up comments throughout All data entry cells are coloured light green.

6. Print Receipts for your tenant Enter Rent Received or Refunded Rental Income Enter Miscellaneous Income/Refunds Automatically Generated Summary & Graph Surplus/Arrears rent position for your tenant

7. Agent Expenses Move around the workbook using buttons Comprehensive list of Expenses to choose from or add your own categories Enter Agent Expenses on a monthly basis

8. The customised Rental Workbook Menu gives you all the key functions in one place Owner Expenses Record Monthly Owner Expenses Data automatically flows through from other Worksheets

9. Repairs & Maintenance Track repairs and maintenance expenses … Add more rows if you need them … incurred by both you and your agent.

10. Cents per km is automatically calculated Travel Diary Select Engine Capacity and Engine Type from Drop Down Menus Quick links to jump to other input sheets Comprehensive Travel Log with Odometer Reading

11. Split your expenses into each category Other Travel Diary Record details of travel not using your car eg air, rail etc. Record extra details for each trip so you can remember each one

12. Borrowing Cost Print the Page you’re looking at Enter Borrowing Costs Your Taxation Claim is automatically generated

13. Capital Allowance Existing Asset Details and applicable Depreciation Charge Record New Assets purchased

14. Loan Summary Handles up to 3 loans for each property Perfect for both interest-only and principal & interest loans Record Interest and Repayment Amounts Key Loan Details at your finger tips

15. Line of Credit Keep track of drawdowns on your line of credit Automatically split bank fees, interest charges and repayments into personal and investment See the proportion of your line of credit that has been used for investment and personal purposes

16. After you’ve entered all your property information, the Rental Workbook automatically produces a very comprehensive report. Let’s take a look…..

17. Annual Tax Summary Income Summary Expenses Summary Key Property Indicators – Net Rental Profit / Loss etc

18. Cash Flow & % Returns Scrolling down the page a little … % Returns Annual and Weekly Cash Flow Status

19. Notes & Graphs Throughout Graphs that are easy to understand – Total Rental Income, Owner Expenses, Agent Expenses, Summary Income / Expense Enter important Notes for each Property on each Input Sheet

20. Summary – All Properties Key data from all properties is summarised in this report to allow comparison between properties. There’s also a chart of the key figures, plus space to do a simple estimate of your overall tax position for the year.

21. Advantages of using Rental Workbook • It is constantly updated when tax regulations change and new features are introduced. • Saves you time and money. Why pay your accountant to do your bookkeeping when Rental Workbook makes it so easy you can do this yourself! • Easy to use Excel based program – even for non-computer people! • Store up to 20 properties in one Rental Workbook – keep everything in one place. No more hunting! • The program cost is fully tax deductible against your rental income. • Essential for all property investors!

22. Price of the Rental Workbook • Only AUD$150 (including GST)! This gives you: • A personalised, licensed copy of the program plus 12 months of FREE upgrades. • A helpful user guide with full instructions on how to get started and how to use it the program. • Free e-mail and online help forum support • 12 months of newsletters about tax tips for investment property owners. • After 12 months, it’s just $99 (inc GST) to renew for another full year!

23. How to Order? • Use the secure online order form on our website (click “Purchase”) • Pay via credit card or direct deposit We will e-mail your copy to you immediately!!

24. Purchase Today! http://www.excelaustralia.com.au/purchase.php And let us help you increase your wealth!