Client SMSF Deal

About the Client: Single mum wanting to invest in super. She had no knowledge but had heard about the idea and was referred by a friend who had used our services to invest in super too.

  • Strategy: Capital growth and positive cash flow in population growth and multiple jobs area.
  • The area also experiencing a property boom due to affordable house prices and access to major amenities by both rail and road transport networks.
  • Location: NSW
  • Type of asset: 4-bedroom house.

Let’s talk numbers

  • Asking price: $435K
  • Negotiated price: $420K
  • Client saved: $15K
  • LVR: 70%
  • Rental per week: $520
  • Vacancy rate: 0.75%
  • Current value: Not applicable- New purchase.
  • Projected yearly growth: 7.5%