If this all looks like something you could be interested in, check out our pricing, you might be surprised.
Most Self Managed Superannuation Funds use a combination of shares and investment properties to create the best result. By diversifying this way, it also lessen the chance of all money being lost if one or the other doesn’t do so well.
A Financial Planner will setup and manage a self managed super fund to be effective for your situation. To book a free consultation with one of our advisors, call us on 1300 187 894.
The calculations in this report have been generated based on an investment period of 13 years, a 2016 income of $120,000 and the following assumptions of: Australian Shares: 4% income 3% growth, Cash Management Trust: 3.5% growth, Investment property: 3% capital growth 3% inflation, property purchased is new/off-the-plan worth $395,000 with estimated rent of $350 per week. The projected figures generated by PEB Property Group and its associated companies are not guaranteed and may vary from actual results. The projections are for illustration purposes only.
All calculations should be considered indicative only and changes in any of the specified assumptions or inputs may have a significant effect on the projected outcomes. The calculators cannot predict or take into account any changes to your circumstances. All projected figures are based on current tax legislation and assumes the laws will remain unchanged. If you use or apply any estimate, you are solely responsible for that use or application. The calculations should not be taken as a recommendation to follow a particular course of action.
The calculators and this report does not provide any investment, financial product, legal or taxation advice as to the suitability of the products, strategies and services described within. Any financial product and investment advice given in this site, including forecasts and opinions, should be considered general advice only. This advice has been prepared without taking into account any of your particular objectives, financial situation and needs. You should consult a licensed financial planner before making any financial decisions based on the calculated outputs or information from this website.
While all reasonable care has been taken when creating these assumptions, PEB Property Group and its companies provides no warranty and makes no representation that the information generated is appropriate for your particular circumstances. PEB Property Group and its companies cannot guarantee the calculations will be free of errors or suitable for any user's intended purposes. To the extent permitted by law, under no circumstances will PEB Property Group, its employees and its related companies be liable for any loss or damage caused by a user's reliance on information obtained by using this website. PEB Property Group and its associated companies is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this website.
PEB Financial Planning is part of PEB Property Group; a complete financial planning advisory service for Perth families. Offices are located in Inglewood and Willetton, Perth Western Australia.
PEB Financial Planning is a trading name of PEB Group WA Pty Ltd ACN 142 958 254. Rebecca Howarth and Howarth (WA) Pty Ltd trade as PEB Financial Planning. Rebecca Howarth (ARN 244928) and Howarth (WA) Pty Ltd (ARN 433328) are Authorised Representatives of NEO Financial Solutions Pty Ltd | AFSL 385845 | ABN 64 141 607 098.