SMSF Investment
Case Study Analysis
Challenges
- Poor experience with a previous Buyer’s Agent
- Wasted over $80,000 of personal cash
- Very hesitant and hard to trust anyone
Numbers
- Achieved a 9.1% rental yield
- Obtained a $78,000 benefit
- Strong 70% capital growth opportunity over the next 10rys
Objectives
Our Engagement Method
After an initial discussion with the client, we leveraged one of our conveyancer partners to review the contract initially entered in- to. They found an exit ability based on the sunset clause provision and the client was ecstatic with the result.
The gentleman soon called us back to request our assistance to find him a new property with his SMSF money. He advised that once the dust settled down on the exit of his other contract, they would try again with their personal investment requirements. He had no preference on location and just wanted to accelerate his investment to make up for lost time with his other investment.
Result #1
Result #2
Result #3
Result #4
Providing project management services to help manage the build progress and also Property Management services to ensure appropriate tenancy and management of their investment.
