Create an End-of-Financial-Year Landlord Email
This special "PM AI Agent" below will create an authoritative, strategic, & high-value email content for you to copy, paste, edit & use.
- Continue to chat & ask more after you see your draft below. Same as you would chat with ChatGPT.
Below is a sample of the email – Note this is with fictitious sample inputs:
Subject line options (choose one)
EOFY summary – [Property Address], [FY]
Your [FY] rental figures & documents – [Property Address]
[Property Address] – [FY] landlord statement enclosed
Email body
Hi [Landlord First Name],
Thank you for trusting us with your investment at [Property Address]. As we wrap up [FY], here’s a concise snapshot to assist with tax time.
At a glance: Occupancy [Occupancy rate] | Average rent [Average weekly rent] | [Tenancy notes (significant changes)] | Upcoming: [Upcoming key dates (if any)]
Helpful tax-time pointers (general only)
Keep the attached Annual Statement and invoices/ledger together for your accountant.
Ask your accountant about depreciation/capital works treatment where applicable.
Confirm interest statements, insurance, strata/body corporate and land tax separately.
Clarify repairs vs improvements and any vacancy/rent change timing.
Documents attached: [Annual Statement PDF]; [All invoices]; [Tenancy ledger]; [Inspection reports].
Would you like us to send these directly to your accountant? Share their details (or confirm [Preferred accountant email (optional)]).
This information is general in nature and not financial advice. Please seek guidance from your accountant or tax adviser.
Kind regards,
[PM Name]
[Role] | [Agency] | Licence #[Licence #]
[Mobile] | [Email] | [Website]
P.S. Reply with “OK to send to my accountant” (and their email if needed), and we’ll forward everything today.
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