Case Studies

Dan & Emily

Turning Frustration Into Financial Freedom

After realising that relying on work income and standard super contributions alone wouldn't provide the lifestyle they desired in retirement, Dan and Emily decided it was time to take control. They wanted to pay off their mortgage faster and retire debt-free—on their terms.

Location

Sunbury, VIC

Family

Married with one child

Investment Properties

2

The Journey

After a disappointing experience with another property group where they purchased a stagnant investment, Dan and Emily came to us seeking clarity and results. We worked with them to develop a tailored investment plan that suited both their personal and superannuation strategies.Referred to us by someone in their local community, Laso and Dona had already taken their first step by purchasing a block of land. However, they quickly became overwhelmed trying to find a builder with the right price and inclusions, especially from interstate. The process was becoming stressful and stagnant—until they partnered with House & Land Specialist Group.

We helped them acquire two properties—one in their personal names and another inside their SMSF. The outcomes have been exceptional. Not only have they seen strong growth across both assets, but the SMSF property has nearly doubled the value of their super in just four years—something that would have taken 20+ years through regular contributions and industry average returns.

The Results

2 high-performing properties (1 personal, 1 SMSF)

Superannuation nearly doubled in value within 4 years

Both properties delivering strong rental income and capital gains

Now firmly on track to pay down their home loan faster and retire comfortably

Property Portfolio Overview

Property 1

Morayfield, QLD (Personal)

4
2
2

Purchase Price

$614,900

Current Value

$780,000

Capital growth:

$165,100 (+27%)

Gross Yield

5%

Weekly Rent

$580

Return On capital investment:

121%

Location Insight

Morayfield, part of the Moreton Bay Region, is a rising suburb in South East Queensland. With ongoing infrastructure improvements and proximity to Brisbane, it offers affordability and high demand, making it ideal for long-term growth and strong yields.

Property 2

Calamvale, QLD (SMSF)

4
2
2

Purchase Price

$449,900

Current Value

$855,000

Capital growth:

$405,100 (+71%)

Gross Yield

8%

Weekly Rent

$700

Return On capital investment:

121%

Location Insight

Calamvale, just 18 km south of Brisbane CBD, is a well-established suburb experiencing renewed demand due to its proximity to schools, shops, and transport. Its impressive capital growth and rental yield make it a standout location for SMSF investment strategies.

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