Superannuation Purchase

Shortland, NSW

Toni and Graham are well into their retirement, however, their current investments were not providing the return they were needing to maintain their current capital. We matched Toni and Graham with a fantastic financial advisor, assisted with the set up of a SMSF and have now helped them find TWO properties that are now meeting their income requirements, so they are not depleting their capital.

Located just 11km from the Newcastle CBD, this townhouse comprising of :
3 beds / 3.5 bath / 2 car, delivered a 4.5% return on investment.

2015 Purchase $428,000
2016 Est Value $435,000
Equity Gain $8,000
Gross Rental Yield 5.95%
House Graph


“We were very impressed with Sasha’s professionalism and market knowledge. Our initial managed funds/investments were not performing as well as we had expected, we were starting to look at investing in property and we discussed the situation with Sasha. She initiated an investment strategy for us which was a well thought out, defined and strategic plan, suited to our individual circumstances and requirement for high yielding property.

Sasha helped us set up a self-managed superfund and purchased a purpose built property which targeted student accommodation in Shortland, near Newcastle. The University of Newcastle and John Hunter Hospital are very close to the townhouse which has 3 good sized bedrooms each with built-in wardrobe and ensuite. These rooms are perfect for students and nurses and there is a huge demand for them. Sasha kept us informed of the development at every step. Sasha helped us with the furnishing and rental of the property.

The rental is providing us with an approximately 6% net return and is an excellent long term investment. Thanks to Sasha’s expertise in guiding us through the investment plan, we have now purchased another purpose built property by the same builder and in the same area. I only wish that we had thought about this type of investment years ago!!”

Toni and Graham
SMSF Investors, Sydney

How many times have you wanted to begin your investment journey, but just couldn’t get started?