Meet Mark and Rebecca: Investors Seeking the Next Opportunity
Mark and Rebecca, a couple in their late 40s, have always believed in the power of property investment to build wealth and secure their future. Living in Perth, they capitalised on the city’s booming market by selling their Riverton investment property in 2023, realising a significant capital gain.
“We were thrilled with the outcome of the sale,” Rebecca shared. “It allowed us to maximise our returns while taking advantage of SMSF concessions and favourable tax treatment.”
With a larger cash balance in their SMSF, Mark and Rebecca were ready to reinvest. They sought an opportunity that could deliver strong financial returns while also aligning with their personal values. Referred by their solicitor, they turned to us for property guidance to help make a confident and meaningful next step.
“We knew we wanted to reinvest smartly, but finding the right property felt overwhelming,” Mark explained. “We needed advice to ensure we made the right choice for our SMSF.”
The Challenge: Balancing Opportunity and Time
Mark and Rebecca were experienced investors but faced new challenges when exploring SMSF property investment.
Their busy schedules left little time to navigate the complexities of the NDIS property market. From identifying properties that met stringent NDIS guidelines to selecting the right location and builder, the process required detailed research—all of which felt overwhelming alongside their demanding lives.
As parents of a child with special needs, Mark and Rebecca were drawn to the NDIS (National Disability Insurance Scheme) property market, particularly SDA (Specialist Disability Accommodation) investments. However, navigating the requirements of this niche market, such as understanding tenant needs and ensuring compliance, felt daunting.
“We loved the idea of helping others while securing our future,” Rebecca said. “But the process felt unfamiliar, and we wanted guidance to make sure we got it right.”
The Turning Point: A Plan Built Around Their Goals
Through thoughtful discussions, we took the time to understand Mark and Rebecca’s objectives and priorities. By aligning their values with their SMSF investment strategy, we created a property plan that balanced financial returns with their desire to make a positive impact.
We helped them focus on regions with strong SDA demand, supported by key market drivers. This tailored approach gave Mark and Rebecca the clarity and confidence they needed to move forward.
“Having everything explained in simple terms gave us peace of mind,” Mark shared. “It felt good knowing we were making decisions aligned with our financial goals and values.”
Our Approach: How We Made It Happen
- Personalised Strategy
We created a tailored property roadmap focused on Mark and Rebecca’s SMSF goals, combining a high-income strategy with opportunities that delivered meaningful social impact. - Market Research & Insights
Our analysis identified Brisbane as an ideal location, supported by strong SDA demand and excellent community amenities and infrastructure connectivity. These factors ensured long-term appeal for NDIS participants and robust investment potential. - Property Selection
We secured a purpose-built NDIS property for $1,120,000. This dual-occupancy home was designed to accommodate two SDA-eligible participants requiring High Physical Support and Onsite Overnight Assistance (OOA). The property adhered to stringent NDIS guidelines, ensuring compliance and tenant satisfaction. - Collaborating with a Trusted Team
We worked closely with Mark and Rebecca’s finance broker and accountant, ensuring seamless communication at every stage. Regular updates kept everyone aligned, contributing to a smooth and stress-free experience. - End-to-End Support
Introducing Mark and Rebecca to reputable SDA providers for tenant placement and facilitating interviews with eligible NDIS participants were critical steps in ensuring a seamless transition into SDA ownership.
The Results: Building Wealth with Purpose
Mark and Rebecca’s SMSF investment delivered measurable results:
- Diversified Portfolio: Expanded their SMSF into the high-yield NDIS sector, diversifying their portfolio and adding geographic balance.
- Strong Rental Returns: The property generates approximately $179,000 annually in gross rental income, providing a reliable and high-yield revenue stream.
- Portfolio Sustainability: Managed entirely within their SMSF, the property generates $68,000 annually in net cash flow after expenses, supporting ongoing financial stability.
- Impactful Investment: Housing two individuals with High Physical Support needs, the property aligns financial goals with a meaningful contribution to society.
“This property has been a rewarding step for us,” Rebecca said. “The returns are reassuring, but knowing we’re helping others while securing our future is what truly matters.”
The Transformation: A Future Built on Growth and Purpose
This investment represented more than financial growth—it aligned their values with their wealth-building strategy.
“Having expert support made all the difference,” Mark shared. “It wasn’t just about the numbers—it was about creating a thoughtful plan that balances income and purpose.”
“This property has strengthened our financial position and allowed us to align our investments with our values,” Rebecca shared.
Your Journey Starts Here
Mark and Rebecca’s story highlights how strategic SMSF reinvestment can deliver financial returns and meaningful impact. Contact us today to explore how property investment within an SMSF can help you build wealth with purpose.
