Case Studies
Investing with Experience and Purpose
Already seasoned investors, George and Cheryl were eager to continue growing their portfolio and looked to maximise their superannuation returns. They wanted a strategy to help them retire with confidence and without financial strain.
The Journey
Having previously acquired several properties in their personal names, George and Cheryl sought our expertise to navigate investing through their SMSF. We helped them secure a high-quality investment property that aligned with their long-term financial goals.
The result was a high-growth, high-yield asset that has boosted their superannuation by nearly 50% in just a few years—fast-tracking them toward their desired retirement net asset position.
The Results
5th investment property acquired (first in super)
50% super growth in a short period
Strong rental yield and capital appreciation
On track to fully fund their retirement lifestyle
Property Portfolio Overview
Purchase Price
$585,000
Current Value
$750,000
Capital growth:
$165,000 (+28%)
Gross Yield
5%
Weekly Rent
$605
Return On capital investment:
47%
Location Insight
Algester, situated just 20 km south of Brisbane CBD, continues to experience steady growth due to limited supply, high demand, and strong infrastructure. Its family-friendly appeal and strong tenant base make it a solid choice for SMSF investors seeking both capital growth and reliable rental returns.
