Free to build. $79 to send.

Yes, genuinely. Tracking your portfolio is free forever - unlimited properties, cashflow, your live tax position, CGT, depreciation, multi-entity portfolios, the accountant share, bulk import, and every calculator. You can study a fully-worked example tax pack before paying a cent; unlock and your FY 2025-26 pack is generated instantly from your records. No subscription, no card to start. The only paid thing is unlocking that pack to send it: $79 per tax year.

The EOFY Tax Pack, unlocked for one tax year: the watermark-free PDF + CSV export, email-to-accountant, and 12 months of full access. Full access includes the AI features that build the pack for you - the AI document importer, receipt photo scan, document auto-tagging, depreciation-schedule ingest and the FY tax narrative. GST is included, the cost is generally tax-deductible for investors (check with your tax adviser), and there is a money-back guarantee.

Vestly organises your records; it does not prepare or lodge your return and it does not give tax advice. The pack is your rental income, expenses, interest, depreciation and CGT events sorted into the ATO deduction categories your accountant works from, with the source documents attached. Your accountant (or you, if you self-lodge through myTax) still makes every judgement call. That is the point: walk in organised, pay for less sorting.

Accountants commonly bill $300 to $500+ per investment property for the rental-schedule work: chasing statements, sorting a year of expenses into categories, querying missing documents. A depreciation schedule alone costs $590 to $770 as a one-off from a quantity surveyor. The pack does not replace your accountant - it hands them the organised records so their time (billed at their rate) goes into judgement, not sorting. Many investors save more than the $79 in reduced accountant time in year one.

TaxTank is the closest comparable Australian tool and charges about $180 a year, paid upfront before you see your numbers. Vestly is free to track your portfolio, and you can study a fully-worked example pack - every page, exactly as your accountant receives it - before paying anything. The $79 per tax year generates your own pack from your records and unlocks the export.

No. It is one payment per tax year, and only for the years you buy. Buying the FY 2025-26 pack unlocks that year’s export plus 12 months of full access. If you skip a year, nothing is billed - your tracking stays free and the example pack stays there to preview.

Yes, on 1 November 2026: $79 is the launch price through the 31 October self-lodgement deadline, and the pack is $99 per tax year from 1 November 2026. Anyone who has already bought a year keeps it - there is nothing to re-bill.

Founding members get this year’s pack (FY 2025-26) free, and a founding price of $49 per tax year for life after that. Nothing you already paid for is taken away.

GST (10%) is included in the $79. No surprises at checkout - the amount on your invoice matches the price on this page.

For most property investors, software used to manage rental-property records is deductible, which would make the effective cost of the pack lower again. Whether it is deductible for you depends on your circumstances - confirm with your tax adviser.

Yes, and the guarantee is specific: if the pack does not organise more than $79 of value for you, email hello@vestly.au for a full refund.

No. Sign up, add your properties and build your full pack free - no card required. You only reach for a card when you decide to send the pack.

From Settings - Accountant access, invite your accountant. They get a free Vestly account, accept the invite, and can view your portfolio: properties, expenses, receipts, depreciation schedules, your tax pack. They cannot edit or delete anything. Revoke access anytime. It is included free.

No. The AI document importer, receipt scan, depreciation ingest and the tax narrative are how the pack builds itself, so they come inside the pack’s 12 months of full access. There is no separate AI subscription and nothing is metered per use or billed on top. Generous fair-use limits do apply so one account cannot run up unlimited cost: 30 receipt scans a day and 3 AI document imports a month. Normal use for a portfolio does not come close.

Nothing changes to your bill, because tracking is free. Sold properties stay visible in your historical reports (FY rollups, CGT events) so your records - and next year’s pack - stay complete.

Yes, and it is free. Bulk CSV import covers up to 200 properties per upload from the Properties page. The AI document importer (statements, spreadsheets, messy exports) is part of the pack’s full access.