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Investor Services

Contract Process

We take away the pain of monitoring your contracts

From submitting your initial ‘Expression of Interest’ until you finally have the keys, we will monitor the progress of your contracts and keep you fully informed of progress. We will send you timely reminders of any applicable due dates, and post updated progress on your new property from purchase to settlement and on through to tenancy.

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other services

Your investment team

We’ve taken the guesswork out of finding the right team of industry professionals to support you with the purchase of your next investment property.

It’s vital to utilise the services of firms that are familiar with the difference between the purchase of investment properties and properties for use as one’s own home. We have seen sales delayed and derailed through the well-intentioned but inadequate service provided by those that don’t work with investment property sales regularly.

We have spent years finding the right people to support you with your investment property journey.

Conveyancers do the legal legwork for you. 

They specialise in real estate law and prepare and lodge legal documents on your behalf. They undertake checks, liaise with lenders, advise and process stamp duty requirements, calculate the adjustment of rates and taxes, process deposit monies and arrange for the settlement of the property to take place.  

Conveyancers work with property transactions every day and ensure your purchase or sale runs smoothly. While some solicitors can perform the same service, they often cost more, and delays are more likely to occur. Particularly, when they aren’t familiar with the intricacies of property investment transactions.

An accountant will produce financial and taxation reports and advise of any relevant tax changes. They help you claim the right expenses and can provide information about structuring assets and their tax implications.

It is helpful to utilise the services of accountants and bookkeepers that are familiar with property investing. Unless they have a clear understanding of property bookkeeping, you may be incorrectly claiming expenses or missing out on claiming some applicable costs. It is also beneficial to understand and account for the implications of property lending when structuring financial assets and planning taxation.

Cashflow management is an essential consideration when it comes to property investing. An accountant that can assist you with managing and reporting the pre and post-tax cash flow of your investment properties is an asset to every property investor.

A financial planner is a professional who can assist you with your finances in several ways. They can help you to determine your financial goals and set a realistic plan to achieve them.  They can help you take advantage of the many options available to build and protect your wealth. Financial planners can optimise the structure of your assets and wealth-building vehicles, which is essential for property investment.

Specifically, financial planners can help with investing, financial planning, retirement planning,  estate planning, cash flow management, insurance planning, financial risk management, taxation planning, and business succession planning.

It is essential to use the services of a financial planner that is experienced with property and using self-managed super funds to invest in property. Some financial planners focus on markets and securities with little interest in property investment, and the professional property investor is best to avoid their limited service expertise.

A finance broker works for you and finds the best lending product to suit your circumstances and financial position. Directly approaching a bank or lender can be a hit and miss approach. Using a good finance broker can save you significant amounts of time because they know the market and different lending options available.

Finance brokers can help reduce risk by spreading finance among several lenders and can advise about collateral requirements. A financial institution will ensure that their loan is secured. They won’t necessarily tell you that you don’t need to use your house as collateral. They often encourage cross collateralisation, which may not be in your best interests.

They package and present applications that meet the lender’s policy, less paperwork for you, and can help preserve your credit rating. Trial and error applications, if made to the wrong lender can be damaging. 

The lending institution pays their fees, so there is no additional cost to you.  Property investment and homeownership lending have different requirements, particularly when it comes to holding more than one investment property. The right brokerage firm that has extensive experience of the investment property industry is a valuable member of your team.

A self-managed superannuation fund (SMSF) adviser is a professional who is licensed to provide advice about SMSFs. They are usually a financial planner, accountant or stockbroker that has obtained the requisite licence.

The SMSF adviser can help you decide whether it’s the right investment strategy for your requirements. They help ensure that you have considered all legal requirements and that your chosen approach will assist you in working towards your retirement and investment objectives. They may also help with the administration and investment decisions for your SMSF.

SMSF advisers tend to focus primarily on either market investments such as shares or property. We recommend using the services of an SMSF adviser that is fully conversant with investment property investment.

Property management companies take the stress out of managing your property so that you can focus on more important things. 

They understand and keep abreast of the extensive legislation surrounding investment property letting and ensure that the correct paperwork is completed.

Property managers provide market advice and have access to marketing platforms to promote your property. They assess tenants and show prospective tenants your property.

Regular inspections are undertaken, tenant concerns are addressed, and maintenance issues are followed up. They provide a barrier between the tenant and yourselves, ensuring that the relationship is maintained on a professional basis.

It’s essential to have a ‘building and pest’ inspection carried out before you settle a property. It is much easier to have issues rectified before finalising the purchase of a property rather than trying to arrange their repair under warranty.

A building inspector will typically prepare a property inspection report, which details their findings. They can uncover structural and design defects in the interior and exterior of a property, some of which may not be visible to the untrained eye. It is advisable to have them inspect the property upon completion to identify and have addressed, any minor defects before settlement.

A pest inspection can uncover evidence of things like termite damage and whether they are located on the property or at the boundary of the property.

It is crucial to have regular, annual inspections to identify issues and address them as soon as possible.

Through our long association with all sectors of the property industry, we also have a vast selection of fully insured trades people we can recommend  within the Building and associated trades. 

Need some minor maintenance, or some major Building work undertaken? Blinds or security screens made? Taps to repair? New garage, or granny flat? We know the guys that can do it. Professionally and at reasonable cost.

 

A specialist quantity surveyor ensures you’re claiming everything you are legally entitled to claim. They provide tax depreciation schedules so that you can claim depreciation on the building, fixtures, fittings and contents of your investment property. Your accountant can’t claim these expenses without this schedule. Quantity Surveyors are one of only a few professions that the Australian Taxation Office recognises that possess the required skills to calculate the cost of items for this purpose.

Ensure you use a quantity surveyor that specialises in property to prepare your tax depreciation schedule. The higher the quality of surveyor you use, the more money you are likely to save.

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