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self assessment

CONGRATULATIONS!

YOU HAVE TAKEN THE FIRST VITAL STEP TO YOUR FUTURE FINANCIAL PLAN.

WHY INVEST IN THE PROPERTY MARKET?


Nearly every major company and personal fortune in Australia has been based on
property holdings. If you have ever tried to borrow from a Bank, what is the first
question they ask?
“Do you own any property?” – Maybe they know something!

 

We invest in property for a number of reasons, some of which are:

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  • Capital growth

  • Return on investment

  • Reduce tax liability and accumulate tax losses

  • Security in retirement and or Superannuation Substitute

  • Forced savings for children’s education and to help them get a good start inlife (marriage, home, overseas trip etc)

  • Future plan to live and retire comfortably

  • Insulate you against Inflation and prepare for the future

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If you have equity in your home or cash in the bank and currently employed, then you may be surprised to find that some of our investors have entered the Melbourne market with a commitment of less than $50 per week after tax.
At Melbourne Property Investments, we will work together to see if you qualify for a property investment. If you can then we can help you research the right suburbs, the right property and set you on the way with your own financial property plan.

SELF ASSESMEMENT

Thanks for submitting!

If you scored 10 points or more CONGRATULATIONS! You should be eligible. Contact us and we will discuss how YOU can make money and pay less tax. If you scored between 7 & 10 points you may still qualify and should inform
our consultant of your financial position when they call.
If you scored under 7 points, we would be happy to talk to you about your future plans.
Email your completed form to info@melbournepropertyinvestments.com.au

WHERE TO FROM HERE?

STEP ONE
If you have made your decision to improve your financial position or create a plan
whilst working abroad – complete the self-assessment form.


STEP TWO
Email or fax your self-assessment sheet to us at
info@melbournepropertyinvestments.com.au for one of our consultants to review
your form and offer you feedback.


STEP THREE
We will contact you to discuss the finer details of how this type of investment can work
for you. Remember – no obligations, no pressure, we will simply explore the options
available to you that may help your situation.
This is usually done in a 45 minute meeting at the Ballarat Office at 315 Sturt Street.

 

STEP FOUR
Together we will identify the type of property that will suit your situation and work out
your comfortable affordability limit. We will have many different types of residential
properties available for you to choose. The same property will not necessarily suit
everyone.


STEP FIVE
Confirm your plan with your bank manager and or accountant. Otherwise a member of our financial network can assist you with further tax implications or finance packaging.


STEP SIX
Sit back, relax, make money and pay less TAX. As your property grows in value, you may like to consider adding to your portfolio.
Remember, we are looking towards your financial future and careful planning is extremely important. 

How did you score? If you scored 70 and above – Congratulations. you are doing more
than the average person in and endeavour to build and plan for your future.
If you score if less than 70 – then book in for a free 45 minute session at our Ballart
office in Sturt Street. No obligation. Come discover for yourself.
 Based on projected growth of just 6% per annum. Last year Melbourne performed at 8.5% capital growth. 

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