Exclusive Services

Suitable for:

Young families / First-time homebuyers / Limited budget

Services include:

• Selection of first investment property

• Cash flow and interest scenario analysis

• Risk assessment

• Planning for your next three properties

Target Clients:
✔ Own 1–3 properties
✔ Middle-class families (annual income AUD 120,000–350,000)
✔ Looking for better cash-flow management and asset structuring insights

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Services include:

• Asset structuring and cash-flow optimization guidance

• Multi-property loan structure education

• Land tax considerations

• Property portfolio planning insights

• Multi-state property strategy ideas

Services include:

• General SMSF investment education – learn about the structure and rules without personal advice

• Loan process guidance – understand how property financing works through licensed brokers

• Risk awareness tips – general considerations when investing in property

• Overview of tax and compliance matters – general information only; consult licensed accountants for personal advice

Services Include:

• Tenant screening

• Rent management

• Annual investment performance report

• Renovation recommendations to increase rental income

Services Include:

• Investment property finance education – learn general principles of property financing

• Multi-property investment considerations – general overview of factors when holding multiple properties

• Interest rate awareness tips – understand how interest rates affect repayments

• Licensed lender comparison guidance – introductions to licensed mortgage brokers; no personal recommendations

• Mortgage payoff models overview – educational example of accelerated repayment strategies

In collaboration with licensed CPAs, we provide general guidance on:

• CRS compliance considerations – educational overview of risk management for international reporting

• Reporting of overseas income – general information; consult your licensed CPA for personal obligations

• CGT & land tax considerations – educational discussion only, not personal advice

• Maximizing deductions – general tips and considerations for property investors

• Family trust and tax structuring – educational information; personal structuring advice provided only by licensed professionals