The EOFY checklist every Sutherland Shire landlord needs before 30 June

By Melinda Barnes, Signature Property Agents  |  Updated June 2026

Every June, I see the same thing. A landlord calls in the last week of the financial year asking for an income statement they could have had sorted months ago, or realises the night before their accountant appointment that they've never actually had a depreciation schedule done. It's an easy thing to put off when you're busy,  but a little bit of organisation now can save you a genuine headache and sometimes real money, at tax time.

So here's a plain-English run-through of what to have ready before 30 June, plus a few things worth thinking about as you head into the new financial year. If you'd rather have this as a printable checklist to work through, I've put one together, there's a free download link at the bottom ( and no you dont need to put in your email address just to get it).

1. Get your paperwork in order

This is the part most landlords leave too late and it's also the easiest to sort out early. Your accountant will need:

• A full rental income statement for the financial year,  your property manager can issue this, so it's worth asking now rather than waiting for the rush in July.
• A depreciation schedule. If you've never had one done, a quantity surveyor can prepare it, and it often pays for itself many times over in deductions.
• Property management invoices  management fees, admin fees and statement fees are all deductible.
• Repair and maintenance receipts. Routine repairs are usually deductible straight away, while bigger renovations tend to be depreciated over time  your accountant can guide you on which is which.
• Insurance and council rates documents, plus your loan interest statement from your lender.

2. Give your property a quick check-up

EOFY is also a natural moment to step back and look at the property itself, not just the paperwork around it:

• Is your rent still at market value? Rents have moved across the Shire this year, and it's worth checking you're not unintentionally under renting.
• Are your smoke alarms compliant? NSW landlords have clear obligations here, and your property manager can confirm where things stand.
• When does the lease expire? Knowing this now means you're not caught short on renewal timing later in the year.
• Are your photos and condition report up to date? Handy to have current ones, whether you're thinking about a sale or just want accurate records.

3. Set yourself up for a better financial year ahead

EOFY isn't just about looking backward, it's a good prompt to think ahead too:

• Review your property manager. Are you getting the communication and service you're actually paying for?
• Check your insurance is current and that your cover levels still make sense, premiums and policies change, and it's worth a yearly compare.
• Plan ahead for any upcoming vacancy. If a tenant's lease is ending in the next few months, getting ahead of it means less time with an empty property.
• Set a yearly rent review date so it becomes a habit rather than something that only happens when you remember.

And if working through this checklist gets you wondering whether your property is actually earning what it should be, that's a conversation worth having before the new financial year starts, not halfway through it. I've been helping landlords across the Sutherland Shire for over twenty years, and I'm always happy to take a look and give you an honest answer either way.