Shaym & Apekshya First Investment Property in SMSF

Shyam & Apekshya having purchased their primary place of residence now wanted to utilise their Super balance to purchasing their first investment property. They approached us to assess if this is possible and to understand how this could be achieved.

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Challenges:

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๐Ÿ”น Navigating SMSF regulations

๐Ÿ”น Finding a SMSF suitable property in a Capital City. Budget: $$700-$750k.

๐Ÿ”น Target Rental Yield: 4-5%

๐Ÿ”น Balancing investment goals with family needs

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Approach:

At Homez Buyers Advocacy, we stepped in to make their dream a reality! Using our data-driven insights, we identified high-growth suburbs in Melbourne, Vic.

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Solution:

Thanks to our strong data based approach, strict due diligence, on ground network, we secured a fantastic property in a prestigious Suburb in Melbourne. ย Property purchased for $707k with a healthy expected yield of around 4.2-4.5% in this competitive market. ๐Ÿ“ˆ๐Ÿ˜๏ธ

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Outcome:

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โœ… Successfully purchased an investment property with a high rental yield in a Capital city in a high growth area
โœ… Achieved a balance between long-term financial security and immediate family needs
โœ… Gained valuable experience and confidence in managing their SMSF
โœ… The property was purchased around $20k under market price

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From the start, Tarun made everything so easy. He knows the market well, handled the negotiation like a pro, and got me a great deal. He made sure everything went smoothly, which gave me peace of mind

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