Shared Success – A Concise Synopsis

The first step is getting your financial affairs in order. An informed decision to invest can’t be made unless you are organised and have a good understanding of your financial situation. If required, Shared Success advisers can assist you with this. Some of the questions you should consider before making a property investment include:

• Do you have an investment strategy?
• How many super funds do you have and how much do you have in superannuation?
• Do you have any lost superannuation being eaten away by administration fees?
• Are your investments and superannuation funds performing at acceptable levels?
• Are your administration and management fees reasonable?
• Do you have adequate insurances protecting you and your assets?

Need answers to these questions? We’re ready to assist.

Are you now interested in property investment?

At Shared Success we offer unique property strategies and our property selections must pertain to certain criteria covered below.   

Location! Location! Location! It’s absolutely critical when considering property investment to make sure you target cities predicted for strong growth now and in the future. We only present property investment opportunities located in inner-city suburbs or award winning residential estates that have a high population growth. This approach gives the best opportunity for better capital growth.

Minimise your debt risk. Our property investments offer your annual tax benefits upfront so you are always ahead with cashflow to cover your holding costs.

Infrastructure and amenities All investment properties must be within walking distance of shopping centres, schools, community services, recreational centres and rapid transport options. Infrastructure and amenity improves population growth.

Architect designed with future proof inclusions.
Every property investment is architecturally designed and finished to a premium quality standard. All investments also feature what we call future-proof specifications that include reverse cycle ducted air-conditioning, LED lighting, energy efficient and noise reducing 6.5mm glazing to all windows and doors, 32amp electric car chargers and solar roof panels with provision for energy storage. This high specification level serves to underwrite rental income and promote capital gain.

Eliminate tenancy hassles. All our property investments are managed on your behalf, so you’ll never have agents/tenants calling you with maintenance issues. All rent and outgoings (cash flows) are managed on your behalf under an Australian Financial Service Licence (AFSL) ensuring all your compliance requirements are covered.

Limited-recourse loans. The Shared Success preference is for loans secured only against your new investment purchase and not against any of your other assets. In the event the lender needs to recover their funding, they can only claim on the loan’s security – being the investment property itself. The lender does not have access to and cannot make a claim against your other assets such as your principal residence, super, vehicles or cash. This is a safer investment option.

No expensive superannuation set up costs. Purchasing an individual property within a self-managed super fund can be very expensive and may put you in a situation where “all your eggs are in one basket”. We recommend you obtain specific advice about SMSF investments.

All investments meet Liveable Housing Australia guidelines
Liveable Housing Australia is a partnership between the Federal Government, industry, consumer groups and the community. All our investment properties are designed with accessibility features that are suitable for families with young children, people with temporary injuries and ageing/disabled people and their families/carers. By meeting these design guidelines, we’re ensuring the investment properties are attractive to the broader community – particularly those seeking National Disability Insurance Scheme (NDIS) or home care services.

Due to the fact that a property investment is made when the time is right for you, you should look at the Australian Property Clock as part of your investment selection process. Remember, you are investing for capital gain so you need to ensure the area in which you are investing is earmarked for future growth by industry experts.

Real Estate investing, even on a very small scale, remains a tried and true means of building an individual’s cash flow and wealth.

RobertKiyosaki