Mark & Mary's Journey
Referred by their financial planner, Mark and Mary wanted to develop a property portfolio within their SMSF.
- SMSF Investor - After determining a strategy for two properties that included cash-flow and the ability to manufacture capital growth via cosmetic renovation and working with a strict budget, searching commenced in a high performing regional centre.
- Negotiated price: $10,000 below asking price
- Secured: within budget and in desired location with a rent appraisal at $300 per week (5% yield)
- Identified: $1,000 in hidden property repairs during due diligence
- Settlement outcome: All repairs were attended to by the vendor, due to the strict contract clauses we use
- Client testimonial: "Miriam's service was superb. Her advice was valuable, communication was always timely, we were able to move quickly to inspect several properties in succession that fitted the profile we developed and make a decision. We have absolute confidence that Miriam has acted in OUR best interests
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