I like what I see!
So what happens next?
MOVING FORWARD
LEGACY PROPERTY AUSTRALIALet our experts
build your legacy.
For anyone who’s ever dreamed of owning an property investment portfolio, whether you’re a first time investor or you have an established portfolio, having a team of leading property advisors in your pocket will put you at a huge advantage.
- We take a strategy-first approach when it comes to investing, which means we start with exactly what you’re trying to achieve and work back from there. The property strategy team will craft a tailored investment plan aligned with your life goals. Once finalised, our experts provide in-depth research and analysis to source the right property options, empowering you to make informed decisions that align with your strategy.
- And of course, we can then find you the perfect tenant and look after your property with our five-star management service!
- On top of strategic property advice, we offer a buyers agency service across Australia, as well as property development management for aspiring or experienced property developers, or the investor looking to dial up their investing. Trent and the team are here to help you achieve goals through property by developing, executing and reviewing your strategy, and where necessary making amendments in alignment with your position to adapt to any shifts in the market.
- Contract management, Depreciation schedules, Introduction to property management.
It all starts with a workshop
Our strategy workshop is a tailored session with our senior advisory team, designed to help you navigate the complexities of the property market and make informed investment decisions.
Together, we’ll assess your position and identify high-potential strategies that align with your financial goals.
Feasability & analysis
This crucial step helps to assess the potential of a property to deliver strong returns. As part of the analysis process we define investment goals, undertake market research, carry out extensive property evaluations, financial analysis, a risk assessment and of course your exit strategy. We prepare a feasibilty study to show you our findings & proposal.
Presentation of options
Once a suitable investment that is in alignment with your strategy has been found and the feasibility study outlining the costs of purchasing purchasing, a full cashflow analysis of property, as well as an in depth property presentation providing you with suburb facts, market research and established property options or bespoke build designs that are suitable to the land and your investment strategy.
The finer
details.
INVESTMENT PROPERTY STRATEGY
- The Basics
No matter what level you’re at, as an investor you will benefit from our hands-on approach. Our property investment advice team can help to determine:
- The type(s) of property to purchase and in which location
- Whether it should be positively or negatively geared
- Ownership structure / asset protection
- Tax minimisation
- Advice on capital gains tax and land tax
- Asset protection
- Stamp duty
- Possible benefits available to assist in the purchase i.e. first home-owner grant
- And so much more!
Even if you’re a multiple-property investor, it never hurts to get the edge from those in the know.
- Right First Time
We use our experience and well-rounded techniques to identify high-return locations and options for each individual, based on their needs and goals. This can save you time and money, and helps ensure you get it right first time.
At the start of each partnership, we work with each investor on the following:
- Understanding you, your goals, capacity, and comfort level in order to develop a tailored strategy
- Outlining the most suitable property market and type of property to invest in before conducting extensive research and analysis
- Based on this strategy, we present the selected property options, and provide full cashflow analysis of the proposed property
- We provide advice, we source and secure the opportunity, and then provide recommendations on the type of construction and specifications (working with our building partners to design)
- We also work with our Lending partners if you need assistance in obtaining finance.
- Building Your Legacy
If you’re building your investment property, we undertake the following as a minimum:
- Coordination of the contract process and colour schedules/choices
- Project management of the build overseeing communication and actions with builders
- Assisting with loan drawdowns for progress payments
- Providing project updates including photos of build
- Nearing completion we also help with building insurance quotes, building inspections and property management recommendations (helloooo, Legacy!) for smooth handover.
- Property Mentors
For us, property is just the beginning. We also stay with you and can offer:
- Assistance with obtaining a Depreciation Schedule to accounting/tax benefits
- Co-ordination of any works under the defect period of the build
- Managing communication between builders and property managers post-build as required
- Undertake rate reviews and / or refinance options in conjunction with our lending partners.
- Backed By The Best
Legacy Property Australia is supported by a robust network of professionals inside The Septennial Group, who can assist at every level of your portfolio’s growth – and more.
Whether you need financial planning, legal advice, or business consulting, our partners are here to guide you towards achieving your goals and securing your financial future.
This is what sets Legacy Property Australia apart: a client-first, strategy-driven, and holistic approach that helps you navigate the complexities of the property market via growth and financial freedom.
I like what I see!
After we’ve been through the options, and you’re keen to move forward, we hold your hand through every step with our strategic property concierge service. Effective communication is key to a successful partnership so no matter which way you go after our initial workshop, we make sure you are well looked after and communicate with you throughout.
In some cases, you may be buying an established property as part of your investment strategy, in which case our buyers agent service will take over the process with you and deliver the right property for your needs. In most cases however, the next steps will be to move into the construction phase and begin creating the new property for your portfolio. Read on, investor, this is where the real fun begins!
LEARN ABOUT IMPLEMENTATIONGet in touch with our property strategy team.
For more information about where to start with building an investment portfolio, and for a free, no obligation discussion with our senior team, leave your details and we will get back to you as soon as we can.
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