Property
Confused about the property market and concerned that you may make (or have already made) a very costly mistake?
Whether you’re buying a first home, upgrading your home, starting to build a property portfolio, or already have one, My Property Plan can provide you with clarity and direction to put you right on track.
Members First can organise an initial complimentary meeting that:
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Evaluates your current financial position — income, assets, commitments, borrowing capacity.
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Clarifies your financial goals and how they align with your personal goals — whether to buy a home to live in, or an asset to grow in value, provide an income stream vs lifestyle, have children, change your working hours or to downsize etc.
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Determines your investment timeframe (short, medium and long term timeframes) and your risk profile.
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Considers your position in relation to crucial factors that are too often overlooked:
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Ownership structures — personal, company or trust? Which is right for you and will protect your position?
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Land tax issues — what is your liability, and how is it affected by your ownership structure?
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Capital Gains Tax issues — how, and to what extent, will you be affected if you sell?
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Depreciation benefits — how do they impact on the value of your assets?
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Asset protection — what is the risk of losing your assets, and how can you minimise it?
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Insurance — which insurances do you need to protect your asset from unexpected incidents?
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Determine the most appropriate overall strategy — whether to build equity, consolidate equity or generate income, depending on your personal situation
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Education by exploring the key economic factors that drive the property market — demographic trends, supply and demand, mortgage interest rate outlook, land value
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Provides a clear pathway for your next step — whether to buy (what kind of property, where to find it, what price range), hold, refinance or sell an underperforming asset to realise capital.
The possibilities are many: Members First brings clarity and direction
To discuss how Members First can assist you please contact us or call on 03 8888 6000.
To obtain a Residex Property CMA Report on your property send us an inquiry.
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