Case Studies
Supercharging Their Super Through Property
Joseph and Caryn were eager to get into the market but didn’t want to take on risk in their personal names. They were especially interested in diversifying their superannuation and saw real estate as a way to grow their retirement savings more effectively.
The Journey
With a strong desire to invest—but without a clear strategy—Joseph and Caryn came to us for guidance on using their SMSF to acquire property. We supported them through the entire process, from structure setup to property acquisition.
The result? Their single property investment has returned phenomenal capital growth and a strong rental yield. They’ve now more than tripled their super balance since purchase, outperforming traditional superannuation returns and setting themselves up for a far more secure retirement.
The Results
1 property in SMSF with 74% capital growth
Return on capital invested: 359%
Super balance increased 3.5x in just 4 years
Strong passive income now flowing into their SMSF
Property Portfolio Overview
Purchase Price
$499,900
Current Value
$870,000
Capital growth:
$370,100 (+74%)
Gross Yield
8%
Weekly Rent
$700
Return On capital investment:
359%
Location Insight
Calamvale is a high-demand suburb with strong fundamentals. Its family-friendly community, excellent transport links, and access to quality amenities make it a magnet for tenants and buyers alike—translating to excellent outcomes for long-term investors.
