Do you know anyone who gets excited about filing their tax returns? Our clients do. Learn about a professional couple who received over $30,000 in tax refunds through a portfolio of 3 investment properties built seamlessly.
FINANCIAL FREEDOM: TURNING A DREAM INTO REALITY
Our clients are a highly motivated couple who loves to enjoy the life and are successful in their professions. They have experienced exponential growth in their careers and, after years of hard work, decided to take a break to travel the world. Being abroad made them reassess their priorities. Once they were back to their corporate jobs, it was time to put their savings to work as a tool for financial freedom.
The question was: how?
A WINNING PROPERTY PORTFOLIO, STEP BY STEP
Motivated by a real life-example of a colleague who built a profitable portfolio of properties with SONI Wealth, they sought professional advice from our team. Our effective step by step system allowed them to get educated about property investments and, after understanding their short and long-term goals, we tailored an investment strategy to fast-track their journey. As high-income earners, reducing their taxes was one of the top priorities.
While they continued to live on rent, they were able to kickstart their investment journey with the first investment property, a trendy urban project six months to completion in prime location 7 km close to CBD. The second opportunity came months after, a near to completion property in West Melbourne. And a month later, the couple secured their third investment: a beautiful brand-new park-facing Townhome within walking distance to a train station. They also took advantage of the 50% stamp duty discount, resulting in savings of ~$15,000.
Over 12 months, they were able to acquire a diverse portfolio of three properties seamlessly. Our team helped them by finding the right opportunities for their profile, organizing finance, helping with the paperwork, settlement inspections and supporting the whole process until the handover. Once settled, these properties were promptly leased by our Property Management team, with almost no vacancy and a great rental yield.
OUTSTANDING TAX MINIMIZATION AND CAPITAL GROWH
All the properties have grown in value since the purchase, generating more than $100k in equity along the last 12 months – a great result for our clients. The bigger surprise was when their tax returns were prepared, and they were able to use the higher depreciation of newly built properties to their best advantage. The tax refunds amounted to more than $30k and the couple were ecstatic to see the results.
Their life has changed a lot since we first met them: they got married, welcomed a little baby into their family and subsequently migrated overseas. Even though they are settled abroad, their investments in Australia are working hard for them. And right now, our Team is looking for their next investment opportunity.
TEAM SONI CAN HELP
Are you thinking of investing in properties? Book your free Wealth Consultation today.
A simple chat with our experts can clarify your questions and give you the confidence you need to get started:
✅ You’ll get an accurate understanding of your potential as a property investor.
✅ We will help you define your financial goals together with realistic milestones.
✅ You’ll discover personalised strategies to make your money work harder for you.
✅You will experience our proven system to help you reach your financial goals faster.