⚠
Vacant since 18/05/2026. Zero rental income. Running costs ~$841/mth continue. Reletting is the immediate priority.
⏳
Div7A loan (Option 2, 15yr, $410k @ 8.27%) still in planning. RBS transferred $450k at settlement. Must be documented with Marko before EOFY 30/06/2026.
Priority actions
1
Await Demmi's response re: cistern x2, dishwasher, blinds servicing quotes and garage roller door status. Hugo chased Demmi on 27/05/2026 — awaiting reply. Confirm reletting timeline and target rent $650/wk once quotes received.
Demmi Pike · Pike Property · demmi@pikeproperty.com.au
2
Formalise the Div7A loan with Marko — Option 2 (15yr, $410k). RBS transferred $450k. Loan agreement must be documented before EOFY.
Marko · VLL Partners
3
Confirm bond and make-good from vacating tenants. Damage, cleaning, or deductions to be processed by Pike Property before reletting.
Frank Pike · Pike Property · 07 5495 7777
4
Accept renovation quotes before they expire — Luxe Finishes painting ($7,601, expires 17/06/2026) and Carpet Call flooring/blinds ($8,450, expires ~21/06/2026). Total: $16,051.
Ben (Luxe) · 0422 509 079 · Benjamin Haskard (Carpet Call) · 07 5499 0399
5
Provide TDA tax depreciation report (Job T97847) to Marko — $6,317 claimable FY2026, $8,293/yr thereafter. Confirm SMSF eligibility under sole-purpose test.
Marko · VLL Partners · Report in OneDrive → Tax Depreciation Report
6
Confirm concessional contribution strategy for FY2026 — Anna $96,970 unused cap, Hugo $113,928. Agree timing with Marko before 30/06/2026.
Marko · VLL Partners
7
Resolve Hugo's binding death benefit nomination re child Lee — monetary amount and BDBN structure pending advice from Hamilton Locke.
Joel Whale · Hamilton Locke · hamiltonlocke.com.au
Purchase price
$770,000
Negotiated from $780k — building defects
Valuation at purchase
$800,000
Bought $30k below market
Total acquisition cost
$820,481
All-in incl. stamp duty & fees
Gross yield
4.05%
$31,200 ÷ $770,000 at $600/wk
Property details
Full address12 Glasshouse St, Caboolture QLD 4510
Lot / PlanLot 31 SP190862
Land area600 m²
Title reference50823912
Year builtJanuary 2010
Local governmentMoreton Bay Regional Council
Holding entityHanna Investment SMSF
TrusteeHanna T Partners Pty Ltd
SMSF membersHugo & Anna De Jesus
Contract date21/08/2025
Settlement date25/09/2025
Tenancy statusVacant — since 18/05/2026
Property managerPike Property — Demmi Pike
Depreciation reportTDA Job T97847 — $201,555 total
Price negotiation noteReduced $10k from $780k — building defects at B&P. Relevant for CGT cost base.
Acquisition costs actual
Purchase price$770,000
Stamp duty (QLD)$28,125
Legal & conveyancing — Priority Legal$2,160
Buyer's agent — Rethink (incl. engagement fee)$23,389
Stewart Title insurance$959
Title search & registration fees$3,196
Electronic settlement fee$141
Rates adjustment & leeway$1,500
Tax depreciation report — TDA$545
Total all-in cost$820,481
⚠
Zero income currently. Vacant since 18/05/2026. Projections below apply once re-let.
Annual running costs actual
Council rates$2,400/yr ($200/mth)
Water rates$1,200/yr ($100/mth)
Building & landlord insurance$2,000/yr ($167/mth)
Property management (7.5% + GST on $600/wk)$2,340/yr ($195/mth)
PM admin fee$155/yr ($13/mth)
Repairs & maintenance reserve$2,000/yr ($167/mth)
Total annual expenses$10,095/yr ($841/mth)
Net cash flow — when re-let at $600/wk
Gross annual rental income ($600 × 52)$31,200
Less: total annual expenses−$10,095
Div 43 depreciation deduction (FY2026)−$6,317 (tax deduction)
Net surplus (before Div7A)+$21,105/yr
Div7A repayment yr 1 (15yr option) planning−$48,693/yr
Net position incl. Div7A−$27,588/yr (−$2,299/mth)
Shortfall funded via SMSF contributions and RBS dividends per Option 2 strategy. Gross yield at $600/wk = 4.05%. At $650/wk = 4.39%. Div7A figures projected only — confirm with Marko.
Rent projections — SMSF borrowing model
FY2025
$600/wk
FY2026 ←
$650/wk
FY2027
$670/wk
FY2028
$690/wk
FY2029
$710/wk
FY2030
$730/wk
FY2031
$750/wk
Capital growth — Rethink model (8% p.a.)
Purchase price$770,000
Valuation at purchase$800,000
Year 1$864,000
Year 2$933,120
Year 5$1,138,534
Year 10$1,545,299 (+$745,299)
⏳
Div7A structure still in planning. RBS transferred $450k at settlement. Formal documentation required with Marko before EOFY 2026.
Settlement funding actual
SMSF Hanna Investment Account$60,000
SMSF Capital Growth account$296,000
Deposit already paid$39,000
Total from SMSF$395,000
Transferred from RBS CGA Div7A planning$450,000
SMSF balance at 10/09/2025$399,407
RBS balance at settlement$1,937,858
RBS balance after dividend$1,511,616
Div7A — Option 2 (15yr, $410k, 8.27%) planning
FY2025 — opening $410,000$48,693
FY2026 — balance $391,206$48,199
FY2027 — balance $371,392$47,689
FY2028 — balance $350,491$47,161
FY2029 — balance $328,432$46,610
FY2030–FY2031$46,031 → $45,417
FY2032–FY2039$44,760 → $32,068
Total repaid (15yr) / Total interest$655,659 / $245,659
Contribution strategy
Anna — unused concessional cap (FY21–25)$96,970
Hugo — unused concessional cap (FY21–25)$113,928
Non-concessional top-up required$199,102
Total to contribute to SMSF$410,000
Option 2 modelled net tax outcome ≈ −$6,209 refund across Hugo & Anna. Confirm with Marko — dividend timing and contribution amounts affect actual tax position each FY.
✓
TDA Tax Depreciation report completed (Job T97847, 15/09/2025). Total Div 43 deductions over 40 years: $201,555. Forward accountant's print version to Marko at VLL Partners.
Total depreciation (40yr)
$201,555
Division 43 capital works only
FY2026 claim
$6,317
Partial year from 26/09/2025
Annual claim FY2027+
$8,293
Until FY2050 at 2.5% p.a.
Construction details
Original construction dateJanuary 2010
Original construction cost (TDA estimate)$331,731
Depreciation rate2.5% p.a. (Div 43)
Div 40 plant & equipmentNot claimable — 2017 legislation
TDA contact1300 417 317 · feedback@tdaqs.com.au
Annual schedule (first 10 years)
FY2026
$6,317
FY2027
$8,293
FY2028
$8,293
FY2029
$8,293
FY2030
$8,293
FY2031
$8,293
FY2032
$8,293
FY2033
$8,293
FY2034
$8,293
FY2035
$8,293
Confirm with Marko whether SMSF can claim Div 43 deductions under sole-purpose test. Report issued to Hugo & Anna personally — may need reissuing under trustee name.
✓
Luxe Finishes painting quote accepted. $7,601 · Ben · 0422 509 079. Works to be scheduled.
⏳
Carpet Call quote outstanding. Quote missing content — Hugo queried with Demmi. Awaiting updated quote before accepting. Blind servicing quote also pending from Demmi for comparison.
ⓘ
Additional items identified by Demmi Pike (Exit Report 21/05/2026): Cistern x2 replacement quoted, dishwasher repair/replacement pending quote, blinds servicing quote pending, garage roller door damage unresolved (tenant was meant to arrange — still outstanding), shower silicone x2 resealing, pre-tenancy lawn mow required. Demmi sourcing quotes on all items.
Painting (best quote)
$7,601
Luxe Finishes · Valid to 17/06/2026
Flooring + blinds
$8,450
Carpet Call Morayfield · ~21/06/2026
Total renovation
$16,051
Both quotes incl. GST
Painting — quotes obtained
✓ Recommended — Luxe Finishes Australia
Price$7,601 incl. GST
ScopeFull internal repaint (walls, ceilings, trim, doors, front door) + front & side cladding. 1 coat colour match throughout.
Quote refQU-1018 · Ref 12GLASSHOUSE-V002 · 20/05/2026
Expiry17/06/2026 — accept now
ContactBen · 0422 509 079 · ben@luxefinishesau.com · Burpengary QLD 4505
ABN94 431 945 680
Higher quote — Steve Caddy (Complete Reno Solutions)
Price$8,500 incl. GST
ScopeFull internal repaint, 2 coats walls, ceilings, trim. Front cladding. Inside cupboards included.
Expiry~09/05/2026 — expired
Contactstevecaddy@optusnet.com.au · 0421 853 689 · QBCC 1075900
Luxe Finishes quotes 1 coat walls vs Caddy's 2 coats. Confirm with Luxe whether 1 coat is sufficient for rental-grade colour-match, particularly in high-traffic areas.
Flooring & blinds — Carpet Call Morayfield
Vinyl plank flooring — Fortis glue-down$6,650 incl. GST
Flooring scope4 bedrooms + 4 robes + lounge. Skim coat concrete subfloor. Uplift & disposal of existing carpet & underlay.
Roller blinds (9 total)$1,800 incl. GST
Blind scope8 windows + 1 sliding door. Defit & dump existing blinds included.
Total — Carpet Call$8,450 incl. GST
Proposal No.QMOR-103480 · 22/05/2026
Estimated install02/07/2026
Expiry~21/06/2026 — accept promptly
ContactBenjamin Haskard · 07 5499 0399 · morayfield.store@carpetcall.com.au
EFT paymentMicroed Pty Ltd T/as Carpet Call Morayfield · BSB 484-799 · Acct 051145029 · Ref QMOR-103480
Exit report findings — Demmi Pike (21/05/2026)
Overall conditionNeat and tidy — tenant cooperative
Cleaning items (tenant to rectify)Garage re-clean · Light shades (bug removal)
LawnsNot mowed — pre-tenancy mow required before reletting
Toilet cisterns x2Writing stained plastic — quote for replacement being sourced by Demmi
DishwasherSeal & metal frame coming away — quote for repair or replacement pending
Shower silicone x2Resealing required — quotes being sourced (Hartell, Downseal)
Garage roller doorTenant drove into door — promised repairs never completed — still damaged — Hugo has followed up with Demmi
BathroomsAll in good order
Entry report noteOriginal entry report was basic with no photos — limits what can be charged back to tenant
Pre-reletting lawn mowDemmi has a reasonably priced lawn contractor available
Tax treatment
Nature of worksRepairs & make-good — likely deductible
Total value$16,051
FY claimableFY2026 if paid before 30/06/2026, otherwise FY2027
ActionConfirm with Marko — repairs vs capital improvement classification
⚠
Property currently vacant since 18/05/2026. No rental income. Rental statements will resume once re-let. When Demmi Pike sends monthly statements, upload to OneDrive and tell Claude to update this section.
Rental income tracker
Current statusVacant — $0 income
Vacancy since18/05/2026
Previous tenantTiani Clough · Cooperative at exit · Happy to return to complete cleaning items
Previous rent$600/wk
Target rent (FY2026)$650/wk
Property managerDemmi Pike · Pike Property · demmi@pikeproperty.com.au
PM fee7.5% + GST of gross rent
Monthly rental statements
May 2026Vacant — no statement
April 2026Not yet uploaded
March 2026Not yet uploaded
February 2026Not yet uploaded
January 2026Not yet uploaded
Documents folderOneDrive → SMSF → 12 Glasshouse St → Property Mgmt
Inspection history
Exit report21/05/2026 — Demmi Pike · Tenant left neat & tidy overall
Exit — outstanding itemsGarage re-clean · Lawns not mowed · Roller door damage unresolved
Routine inspection24/02/2026 — Tiani Clough · Property in good order
Routine — items notedFencing · Exhaust fan clips broken · Towel rail in bathroom · Garage door dents
Next inspectionConfirm with Demmi — first inspection after reletting (usually 3 months)
Outstanding maintenance items
Garage roller doorTenant drove into door — never repaired — Hugo chased Demmi 25/05/2026 and 27/05/2026 — awaiting response
Toilet cisterns x2Writing stained plastic — Demmi sourcing replacement quotes
DishwasherSeal & metal frame coming away — quote pending from Demmi
Shower silicone x2Resealing required — Demmi sourcing quotes (Hartell, Downseal)
BlindsDemmi to source blinds servicing quote for comparison vs Carpet Call replacement ($1,800)
LawnsPre-reletting mow required — Demmi has reasonably priced contractor available
FencingNoted at Feb 2026 inspection — status unknown
Correspondence log
27/05/2026 — Hugo to DemmiChased response on all outstanding items — cisterns, dishwasher, blinds, roller door status
25/05/2026 — Hugo to DemmiAuthorised quotes for cistern x2, dishwasher repair/replacement, blinds. Queried roller door status.
22/05/2026 — Demmi to AnnaExit report summary — property neat and tidy. Flagged cisterns, dishwasher, lawn, garage. Attached Carpet Call and Luxe quotes.
21/05/2026 — DemmiExit report conducted. Tenant cooperative.
When Demmi sends a rental statement or inspection report, upload to OneDrive → SMSF → 12 Glasshouse St → Property Mgmt, then tell Claude and I will extract all figures and update this section.
Key contacts
DP
Demmi Pike
Property manager — Pike Property
demmi@pikeproperty.com.au · pikeproperty@reply.propertytree.com
MK
Marko — VLL Partners
Accountant — SMSF, Div7A, annual compliance, tax returns
CL
Chantel — Priority Legal Services
Conveyancer
chantel@prioritylegalservices.com.au
TDA
TDA Tax Depreciation
Quantity surveyors — Job T97847
1300 417 317 · feedback@tdaqs.com.au
HT
Hanna T Partners Pty Ltd
Corporate trustee — Hanna Investment SMSF
Directors: Hugo & Anna De Jesus
JW
Joel Whale — Hamilton Locke
Wills & estate planning lawyer
hamiltonlocke.com.au
OneDrive — Personal → Hanna → SMSF → 12 Glasshouse St Caboolture
Signed contract — all parties
Executed · 21/08/2025
Contract sums — settlement figures
Excel · Actual costs
Tax depreciation report — TDA Job T97847
PDF · $201,555 total · 15/09/2025
Depreciation report — accountant's print version
PDF · For Marko at VLL Partners
Signed Form 6 — Pike Property
PDF · Property management agreement
SMSF borrowing scenarios
Excel · Options 1–5 · Div7A modelling
Property prospect calculator — Rethink
Excel · Growth & yield projections
Renovation 2026
Folder · Painting & flooring quotes
Home & landlord insurance
Folder · Allianz policy documents
Invoices & receipts
Folder
Legal docs
Folder · Conveyancing & correspondence
SMSF overview (read me)
Word doc · Structure & context
ⓘ
Estate planning completed via Hamilton Locke (Joel Whale) — Matter No. 47537. Documents include Wills (v2), Enduring Powers of Attorney, and Appointments of Enduring Guardian for both Hugo and Anna. As at 02/06/2025.
⚠
3 outstanding items: (1) Hugo's BDBN re child Lee — monetary amount TBC, pending advice from Hamilton Locke. (2) Hugo to complete and forward his own Statutory Declaration re Lee. (3) Digital assets inventory incomplete for Hugo — accounts and passwords not yet documented.
Primary beneficiaries
Lucas & Olivia
Fernando & Ava De Jesus — 50% each
Children's guardian
Adrian Papaianni
38 Styles St, Leichhardt NSW 2040
Shared trust control
Age 27
Co-trustee & co-appointor
Sole trust control
Age 30
Sole trustee & appointor
Asset register — as at 02/06/2025
Primary residence — 13 Hill St, Leichhardt NSW 2040Hugo Miguel De Jesus
Investment property — G405/7–11 Princes Hwy, St Peters NSW 2044Anna-Maria Belinda Guerrera (maiden name)
Investment property — 12 Glasshouse St, Caboolture QLD 4510Hanna Investment SMSF
SMSF — Hanna Investment Superannuation FundHugo & Anna — total contributions $385,249 (Hugo 39.3% · Anna 60.7%)
Business — Weatherproof Consulting (De Jesus Family Trust)De Jesus Holdings Pty Ltd — Director Hugo · Shareholder Anna
Business — Remedial Building Solutions Pty LtdDirector Hugo · Shareholder Anna
CBA Term deposit (moving to Macquarie Bank)Anna — combined total ~$391,000
SMSF balance~$108,000 (separate from property)
CBA bank accountsSmart Access · Netbank Saver · Goal Saver · YouthSaver Lucas · YouthSaver Olivia · SMSF account · SMSF CGA
CBA shares — Commonwealth BankAnna (maiden name) — dividend reinvestment plan active
Accountant for tax affairsMarko Sladakovic · marko@vllpartners.com.au · 0430 369 124
Wills — key provisions
Anna's executor (primary)Hugo Miguel Dos Santos Pereira De Jesus
Anna's executor (substitute 1)Antonietta Guerrera (mother)
Anna's executor (substitute 2)Adrian Domenic Papaianni (friend)
Hugo's executor (primary)Anna-Maria De Jesus
Residuary estate — if spouse survivesAll to surviving spouse absolutely
Residuary estate — if both dieSplit equally into Lucas De Jesus Testamentary Trust & Olivia De Jesus Testamentary Trust
Testamentary trust initial trustee & appointorAdrian Domenic Papaianni
Default provision — fallback beneficiaries (5 parts)Antonio De Jesus 2/5 (40%) · Antonietta & Salvatore Guerrera 2/5 (40%) · Eve De Jesus 1/5 (20%)
Spouse of children — testamentary trustIrrevocably excluded as appointors, trustees and beneficiaries
De Jesus Family Trust appointor clauseExecutor nominated to exercise trustee removal/appointment power after death
SMSF binding death benefit nominations
Anna — BDBNLucas De Jesus 50% · Olivia De Jesus 50%
Hugo — BDBNLucas De Jesus 50% · Olivia De Jesus 50%
Outstanding — Hugo re child Lee Kozarov De JesusAdvice required from Hamilton Locke — monetary amount & BDBN structure TBC
Enduring powers of attorney
Hugo — primary attorneyAnna-Maria De Jesus
Hugo — substitute attorneyAntonio De Jesus (father) · 5 Hamel Cres, Earlwood NSW
Anna — primary attorneyHugo De Jesus
Anna — substitute attorneyAntonietta Guerrera (mother) · 12 Bayview Rd, Canada Bay NSW
Appointments of enduring guardian
Hugo — primary guardianAnna-Maria De Jesus
Hugo — substitute guardianAntonietta Guerrera
Anna — primary guardianHugo De Jesus
Anna — substitute guardianAntonio De Jesus
End of life direction (both)Cease artificial life support if no reasonable likelihood of recovery — two independent medical practitioners required to confirm
Personal wishes — Hugo
FuneralCremation — ashes scattered or kept per family wishes. Service with memory card and photos. Everyone to "party like it's 1999".
Wedding ringGold and white gold ring — to Lucas De Jesus
Grandmother's ringSemi-circle encrusted white gold diamond ring (Fernanda De Jesus) — to Lucas
Photos & hard drivesSpouse first, then split equally between Lucas & Olivia
Lee — legal document boxDocuments re parents' separation — to be given to Lee at age 18 or 21
Personal wishes — Anna
FuneralBuried near parents/grandparents — Catholic section, Rookwood Cemetery. Catholic church service with memory card (video/images), followed by a wake.
Diamond wedding & engagement ringTo Olivia De Jesus
JewelleryLucas & Olivia
Photos & hard drivesSpouse first, then split equally between Lucas & Olivia
Lucas baby bookTo Lucas
Olivia baby bookTo Olivia
FurnitureTo spouse first. Lounge to one child, dining table & chairs to the other. Each child takes their own bed.
St Peters propertyNot to be sold — Lucas & Olivia to benefit from rental income and passive income
Investments / moneyInvest in property where funds allow, or high interest account. School fees and living expenses first.
SharesReinvested or paid out for Lucas & Olivia
SchoolsCatholic high school preferred — considering Christian Bros Lewisham, Rosebank (co-ed), St Scholastica, or Domremy. Depends on HSC ranking, location and close friends.
LivingInner West — preferred for children if possible
Guardian contact details
Adrian Domenic Papaianni38 Styles St, Leichhardt NSW 2040
RoleFriend · Partner at Mills Oakley Lawyers
Default beneficiaries — addressesAntonio De Jesus — 5 Hamel Cres, Earlwood NSW · Antonietta & Salvatore Guerrera — 12 Bayview Rd, Canada Bay NSW · Eve De Jesus — 75 Ponyara Rd, Beverly Hills NSW
Hamilton Locke — estate planning lawyer
FirmHamilton Locke Pty Ltd
PartnerJoel Whale
Matter No.47537
Engagement date20 November 2024
Websitehamiltonlocke.com.au
Invoice paymentHamilton Locke Pty Ltd · BSB 182-222 · Acct 304442510 · Ref INV-28052 · Macquarie Bank · SWIFT MACQAU2S
Decisions made: No family trust succession documents required. No financial adviser referral required. Hugo to prepare his own Statutory Declaration separately re Lee Kozarov De Jesus based on family court history and strained relationship. Digital assets inventory needs completion for Hugo.
ⓘ
Home bills for 13 Hill St, Leichhardt NSW 2040. Data sourced from Bill Tracking spreadsheet (updated FY2026) and Weekly Review 13 May 2026. Providers: AGL (electricity & gas), Sydney Water, Inner West Council.
⚠
2 items require attention: Inner West Council Q4 rates (~$576) due 31/05/2026 — unpaid. Sydney Water credit balance $2,220.55 CR — source unknown, verify via sydneywater.com.au/myaccount.
Current bill status — as at 13/05/2026
AGL Electricity
Paid
$376.87 · 16/03/2026 · Receipt 4335314850
AGL Gas
Paid
$198.75 · 11/05/2026 · Receipt 4385935316
Council Rates Q4
Unpaid
~$576 · Due 31/05/2026 · 6 days
Sydney Water
$0 due
$2,220.55 CR credit — source unknown
Provider details & account numbers
AGL Electricity — 13 Hill St LeichhardtAccount 5849 7645 · agl.com.au · 131 245
AGL Gas — 13 Hill St LeichhardtAccount 003321007453 · agl.com.au · 131 245
Sydney WaterAccount 4044 715 · Online ID 5795437 · 13 20 92
Inner West Council — ratesBPAY Biller 318501 · Ref 1319220278280 · pay.innerwest.nsw.gov.au
AGL plan noteSmart Saver plan review pending — est. ~$75/yr saving. Next meter read 21–27 May 2026.
FY2026 bill history (1 Jul 2025 — current) actual
AGL Electricity Q1 (Jul–Sep 2025)$594.54
AGL Electricity Q2 (Oct–Dec 2025)$252.96
AGL Electricity Q3 (Jan–Mar 2026) — $376.87 paid$376.87
AGL Electricity Q4 (Apr–Jun 2026) — next bill imminentPending
AGL Electricity FY2026 to date$1,224.37
AGL Gas Q1 (Jul–Sep 2025)$223.77
AGL Gas Q2 (Oct–Dec 2025)$215.99
AGL Gas Q3 (Jan–Mar 2026)$200.75
AGL Gas Q4 (Apr–Jun 2026) — $198.75 paid$198.75
AGL Gas FY2026 total$839.26
Sydney Water FY2026 to date$1,139.63 (credit $2,220.55 CR holds)
Inner West Council rates FY2026 (Q1–Q3 paid)$1,728 + Q4 ~$576 pending
Total home bills FY2026 (excl. Q4 pending)~$3,033.96 (elec + gas) + rates + water
Historical annual totals
FY2022 — Electricity + Gas + Office$3,178 · Rates $1,731 · Water $1,184
FY2023 — Electricity + Gas + Office$2,987 · Rates $2,358 · Water $1,120
FY2024 — Electricity + Gas + Office$3,379 · Rates $2,164 · Water $1,254
FY2025 — Electricity + Gas + Office$3,158 · Rates $2,286 · Water $1,287
FY2026 — Electricity + Gas (to date)$3,034 · Rates $2,308 (est.) · Water $1,140 (credit holds)
Sydney Water — current account
Latest bill$406.61 · Issued 09/01/2026 · Due 30/01/2026
Period14/10/2025 – 09/01/2026 · 53 kL used in 88 days
New eBill (12/05/2026)$1,297.05 billed — $0.00 due (credit covers)
Credit balance$2,220.55 CR — source unknown. Verify at sydneywater.com.au/myaccount
BPAYBiller 45435 · Ref 4044 715 0000
Meter No.BDPB2651 · Reading 3961 (Jan 26)
Avg daily usage0.60 kL/day
Upcoming bill dates
Inner West Council Q4 rates~$576 · Due 31/05/2026 · PAY NOW
AGL Electricity — next meter read21–27 May 2026 · Bill expected shortly after
AGL Gas — next meter read~Jul 2026
Sydney Water — next bill~Apr 2026 (covered by credit)
AGL Smart Saver plan reviewNow eligible — est. ~$75/yr saving. Login to AGL My Account.
Documents — OneDrive
Bill Tracking — Electricity, Gas, Water & Rates
Excel · FY2021–FY2026 · Updated 18/05/2026
AGL bills folder
Folder · 2021–2026
Sydney Water bills folder
Folder · 2025–2026
Home bills relate to 13 Hill St, Leichhardt NSW 2040 (Hugo's primary residence). AGL electricity account includes an 80/20 split — 20% personal / 80% office (Origin Electricity / WPC). Confirm split with Marko at VLL Partners for correct tax treatment each FY.
Upcoming deadlines
Deadlines are calculated automatically from today's date. Red = overdue or due within 7 days. Amber = due within 30 days. Green = more than 30 days away.
Lucas De Jesus
Year 3
Annandale Public School · 2026
Olivia De Jesus
Kindy
Annandale Public School · 2026
Lucas De Jesus
SchoolAnnandale Public School
Year (2026)Year 3
After school careAnnandale After School Care Centre (AASC)
AASC daysTuesday, Wednesday (fixed)
AASC contact02 9519 8180 · aasc@bigpond.com
AASC address25 Johnston St, Annandale NSW 2038
Lucas — school invoices
Latest invoiceNot yet uploaded — add to OneDrive and tell Claude
Outstanding balanceUnknown — update when invoice received
Next due dateUpdate when invoice received
DocumentsOneDrive → Hanna → Education → Annandale Public School → Lucas
Olivia De Jesus
SchoolAnnandale Public School
Year (2026)Kindergarten
After school careAnnandale After School Care Centre (AASC)
AASC contact02 9519 8180 · aasc@bigpond.com
Olivia — school invoices
Latest invoiceNot yet uploaded — add to OneDrive and tell Claude
Outstanding balanceUnknown — update when invoice received
Next due dateUpdate when invoice received
DocumentsOneDrive → Hanna → Education → Annandale Public School → Olivia
Child Care Subsidy (Centrelink)
CCS statusAction required — income estimate update due 14/06/2025
ReferenceD308R9C799
ContactmyGov / Services Australia
When a new school invoice arrives, upload it to OneDrive and tell Claude — I will extract the amount, due date and update both children's invoice sections immediately.
✦
Property AI Assistant
Ask anything about 12 Glasshouse St, your SMSF, cash flow, Div7A, depreciation, renovation or estate planning.
✦
Hi Hugo. I'm your property assistant for 12 Glasshouse St, Caboolture. I have full context of your SMSF structure, purchase figures, Div7A strategy, cash flow, depreciation, renovation quotes, and estate planning.
The property is currently vacant since 18/05/2026. Your most urgent tasks are reletting, accepting the renovation quotes before they expire mid-June, and formalising the Div7A loan with Marko before EOFY. Ask me anything.
The property is currently vacant since 18/05/2026. Your most urgent tasks are reletting, accepting the renovation quotes before they expire mid-June, and formalising the Div7A loan with Marko before EOFY. Ask me anything.
Responses are AI-generated based on your dashboard data. Always confirm financial and legal decisions with Marko at VLL Partners and Joel Whale at Hamilton Locke.