Skip to content
Vestly - built for Australian property investors

Ready for you to submit,
built from your records.

Your FY 2025-26 pack checks supported figures and evidence, then shows what still needs your review. $16/month with Vestly Pro.

$0

to build your pack

FY 2026-27

ATO rules baked in

8

states + territories

How it works

Three steps. About five minutes.

  1. 1

    Add your property

    14 Marsden St, NSW

    Price

    Rent

    Rate

  2. 2

    Add your income

    Your annual income

    $---,---

    FY 2026-27 ATO brackets

  3. 3

    See where you stand

    Weekly position

    -$85/wk

    EOFY pack ready to review
What Vestly does differently

A tax engine disguised as a tracker.

Needs attention

14 Marsden StParramatta NSW

-$172a week

Rent in$620
Loan, rates, strata, management$792
8/22 Gilbert Rd VIC+$52/wk
31 Corella Way QLD+$35/wk
Illustrative figures.
Cashflow in Vestly. Figures are illustrative. Explore the full sample portfolio

01

Your estimated saving, live at your real marginal rate.

02

Every deduction category, tracked in the right FY.

03

Rental schedule, CGT and evidence, ready for you to submit.

04

All 8 states, checked against each revenue office.

Where returns go wrong

0% of rental owners use a tax agent.
Most returns still have errors.

The ATO puts it down to records, not agents: if you cannot substantiate it, you cannot claim it. Vestly builds the schedule from your own records and flags every line that is not yet backed up.

ATO media release, June 2024.

Where are you right now?

I already own

Get every property off the spreadsheet.

Live cashflow, your estimated tax saving, and a tax pack that shows what is confirmed, estimated or still missing evidence.

Track my rental

I am researching

Know the numbers before you buy.

Borrowing capacity, weekly cashflow, stamp duty and the tax saving you would pocket - before you commit a cent.

Model a purchase
Everything in one place

Everything feeds the pack.

Live cashflow, per property

Money in, money out, every week - and every dollar lands in the right pack category.

Your tax position, live

Your estimated saving at your real income, updated the moment you log an expense.

Depreciation + CGT, automatic

Div 40 and Div 43, the 50% CGT discount, capital works - all calculated for you.

Refinance vs live Big-4 rates

See what switching would save and how much usable equity you can draw on.

Rent-increase notices

State-compliant notices for all 8 states and territories, generated in seconds.

Model before you buy

Borrowing capacity, stamp duty and weekly cashflow for any property, any state.

AI that does the paperwork

Snap a receipt or drop a document - AI files it to the right property and category.

Trusts, SMSF, companies

Hold it through a trust, an SMSF or a company and the land tax and tax treatment follow the right rules.

The pack

This is the document.

Tax PackAnnual Tax SummaryAustralian financial year 2025-26
Prepared for
Your name
Built from
Your own records
  1. 01Portfolio summaryCover sheet for you or your accountant
  2. 02Tax positionRental result against your other income
  3. 03Deduction summaryInterest, repairs, Div 40 and Div 43
  4. 04Capital gains eventsCost base, holding period, 50% discount
  5. 05Property detailOne schedule per property, per entity
Every line markedConfirmedEstimatedNeeds your review
Export and share
Full pack PDFLender packExpenses CSVEmail to your accountant
Vestly Core: track, check and verify every FY 2025-26 record.Vestly Pro: generate, download and share it.See what it costs
Built only for Australia

Every figure aligned to the ATO. Every state covered.

Generic trackers and US apps do not understand AU property tax. Vestly does.

8

state stamp duty schedules verified against the revenue office of each state.

FY 2026-27

ATO brackets, Medicare Levy, LITO, and Stage 3 cuts baked in.

50%

CGT discount for >12 month holds, applied automatically on every modelled sale.

40 yr

Div 43 capital works schedules at the correct historical rate per build year.

Built for one rental

Most Australians with a rental property have just one. This is built for them.

Vestly keeps the records

Vestly Core
  • Rent received and arrears
  • Tenant and bond records
  • Rent-increase notices, all 8 states
  • Maintenance and inspection log
  • EOFY statements for your return

Keep your property manager

  • Open homes and tenant selection
  • Routine inspections on site
  • Meeting trades at the property
  • Tribunal appearances
7 in 10Australians with a rental property have an interest in just one of them.ATO Taxation statistics 2023-24
Pricing

Ready for you to submit, built from your records.

Two plans. Core is $12/month and keeps your rental tracked and your numbers straight through the year. Pro is $16/month and adds the finished EOFY tax pack, built from your own records as a watermark-free PDF and CSV. Both start with a 7-day free trial, card required. Cancel before it ends and you are not charged. You review and verify every figure, and Vestly flags anything that needs professional judgement.

Vestly Pro

Most people pick this
A$16/month

Or A$129 a year, which is A$10.75 a month. Save 33%.

Everything in Core, plus your ready-to-submit tax pack and supporting AI tools.

A$4 a month more than Vestly Core, for the pack and the AI.

  • The pack itself, built from your own records
  • Readiness checks that flag what still needs you
  • Watermark-free PDF and CSV downloads
  • Share a read-only pack with your accountant
  • Receipt scan and document import, so you stop typing them in
  • A plain-English narrative of your tax year
  • Decision memos and your monthly portfolio brief
Start 7 days free

Then A$16 per month. Cancel any time from Billing.

Vestly Core

A$12/month

Or A$99 a year, which is A$8.25 a month. Save 31%.

Track the property and run the numbers you need through the year.

  • Rental cashflow and your live tax position
  • Depreciation, CGT and every property in one place
  • Every Australian property calculator
  • Scenario planning and rate-rise stress tests
  • Rent reviews and tenancy records
  • Reminders for the dates that matter
  • Not included: The EOFY tax pack, and sharing it with your accountant
  • Not included: Every AI feature
Start 7 days free

Then A$12 per month. Cancel any time from Billing.

Every plan starts with a 7-day card-required trial. See full pricing

Common questions

The questions every investor asks first.

Why not just use a spreadsheet?
A spreadsheet can hold amounts, but it cannot tell you which figures are confirmed, estimated or missing evidence. Vestly maps supported records to the relevant tax-pack labels and flags the lines you still need to review before lodging.
Does Vestly work with my accountant?
Yes, if you use one. Download your pack or share a read-only view. Vestly organises and validates supported records, you verify the final figures, and a tax professional reviews only the matters you engage them for. They are never asked to sign off on Vestly's work.
Is Vestly actually accurate, and is it financial advice?
On accuracy: supported calculations use published FY 2026-27 ATO rules and state schedules, with estimates and unresolved items kept visible. You review and verify the final figures. On advice: no. Vestly is software, not a financial adviser or tax agent, and it flags matters that need professional judgement.
What happens to my data, and is it safe?
Your records are yours. Every one is encrypted with row-level security, so no other user can see it, and we never sell or share customer data. You can export every property, expense and document at any time, and if you cancel, account deletion permanently removes your data within 30 days.

Add your first property.
Your pack starts building.

Self-lodged FY 2025-26 returns are due 31 October. Start now and see exactly what still needs review.

Pro is $16/month and generates your pack for review, download and sharing. 7-day free trial, card required. Cancel before it ends and you are not charged.