👉 Whether you're a first home buyer or expanding your portfolio, Atelier Wealth can help. Book a discovery session with a mortgage broker here: https://calendly.com/atelier-wealth-discovery-team
👉 For everything you need to know about getting a loan approved and buying a property, read the Happy Home Loan Handbook by Aaron Christie-David. Get a FREE chapter here: https://atelierwealth.com.au/the-happy-home-loan-handbook/

What if your tax strategy could scale with your portfolio? Nicole Kelly says it can and she's built the tool to prove it. In this episode, I sit down with the founder of Tax Tank, a revolutionary platform that’s helping investors stay ahead of the ATO’s growing crackdown.

Nicole breaks down what’s really happening behind the scenes of ATO compliance, the truth about the “9 out of 10 investors get it wrong” stat, and how AI is changing the way tax audits are triggered. More importantly, she reveals how investors can stay in control, protect their deductions, and create a single source of truth across their team.

Whether you’re managing one property or ten, this episode is your wake-up call: housekeeping matters. If you’re serious about investing, you can’t afford to play in the gray.

This isn’t just tax talk, it’s a playbook for staying compliant, scaling smart, and treating your investments like a business.

Key Moments:

0:54 Nicole Kelly founder of TaxTank
2:17 9 Out of 10 Investors Get Tax Wrong
7:40 The Equity Strip Mistake That’ll Cost You
13:01 Guilty Until Proven Innocent: The AI Factor
16:09 Why Housekeeping Is Now Non-Negotiable
23:32 Smart Features: From Depreciation to CGT
29:01 Real-Time Tax Forecasting & Reporting

About Aaron:

Aaron-Christie David founded Atelier Wealth, a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.

With over 10 years of financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

Connect with Aaron:

Visit the website: https://atelierwealth.com.au/

Follow the Australian Investment Property Podcast’s Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/

Follow Aaron on Facebook:
https://www.facebook.com/aaronchristiedavid

Follow Aaron on LinkedIn:
https://www.linkedin.com/in/aaronchristiedavid/

Subscribe to Atelier Wealth’s YouTube Channel:
https://www.youtube.com/@atelierwealth_au