How much will you need to retire comfortably ?

Did you know that Australians retiring today have an estimated average of $200,000 in their super fund, not surprisingly 7 in 10 Australians think they won’t have enough super to retire? Most industry experts advise to reach a super balance of $900,000 which at 6% annual return could produce an income of $54,000 a year. A growing number of individuals are tackling this issue by setting up a self-managed super fund (SMSF), more than 600,000 are now in operation in Australia. The main benefit by managing your own super is to diversify by purchasing investment properties and get a bank to lend you up to 80% of the funds.

  • Apply for an SMSF bank loan and use your current super to only pay for the deposit and costs.
  • Property investing through your super can dramatically increase your return through leverage.
  • Receive professional advice from our licensed SMSF advisors.
  • We source quality properties in bulletproof locations and with minimal maintenance.
  • Repay your investment loan much faster by having your tenant and your employer’contribution paid directly to your SMSF.
  • In pension phase any capital gain and income received is tax-free, making it the most tax efficient structure.
Our bank just valued our property for $200k more than what we paid for ! That's 100% return on our deposit from our super, we could not thank you enough for helping us growing our super that way !

Aarthi & Prabhu

Our 7 Steps
wealth creation process

Our 7 Steps
wealth creation process

Planning

Step 1:
Consultation

– Analyse your situation
– Clarify your goals
– Feasibility study of your objectives
– Property Investing education
– Plan a tailored strategy

Planning

Step 2:
Access Our Team

– Introduction to our trusted property partners (mortgage brokers, SMSF specialists, Accountant, Solicitors)
– Confirm your available budget
– Validate purchasing structure

Execution

Step 3:
Property Research & Recommendations

– Review of the latest market trends
– Implementation of our research process
– Cashflow and growth simulations
– Produce reports on hanppicked properties

Execution

Step 4:
Property Selection & Acquisition

– Selection by client of preferred opportunity
– Review of contract by solicitor
– Payment of 10% deposit
– Successful purchase

Execution

Step 5:
Pre-Settlement Support

– Provide market update
– Follow-up on construction progress
– Finalise loan approval
– Selection of property manager
– Liaise with solicitor and mortgage broker
– Coordinate pre-settlement inspection

Support

Step 6:
Settlement

– Order depreciation schedule
– Quality tenant selected
– Organise landlord insurance

Support

Step 7:
Portfolio Review

– Yearly reviews of your financial goals
– Property portfolio expansion
– Asset protection and tax review with our partners

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