Equity Position

Having sufficient equity in your home is a key starting point to establish whether you can take the opportunity to purchase an investment property.

Do you have enough Equity?

  • Based on the current value of your home and your existing mortgage, we will determine whether you have enough equity in your home to buy an investment property.
  • To work out the available equity, we use up to a maximum of 80% of your home’s value less your existing Mortgage to determine your available equity.
  • For example, a home valued at $700,000 multiplied by 80% equates to $560,000. Less the existing loan of $300,000, you would have $260,000 ($560k – $300k) as available equity for investment purposes.

Serviceability of your Investment Property

  • We then access all the major banks to determine whether you are eligible to obtain a new investment loan.
  • Rental income estimates are also added to your current household income as part of the serviceability requirements.
  • With the combination of the Available Equity and the new Investment Loan you are now ready to buy your Investment Property.

Building Wealth & Saving Tax

  • Buying an Investment Property is a great way to build long term wealth.
  • A $450,000 Investment Property in 10 years time could potentially be worth $700,000 – $900,000 based on historic calculations.
  • The interest you pay on the investment loans are ‘tax deductible’ which means you will receive a greater tax refund every year.
  • Property Investing should be considered as part of your overall future retirement plans.

How we can HELP you

We can assist you with the following:

  • Advice on your current Equity Position.
  • Eligibility requirements for an Investment Loan.
  • Cash Flow and Tax Considerations on a potential Investment Property purchase.
  • Advice on the correct loan structures for your Investment Property.
  • Get you in financial position so you are ready to buy.

Contact Us

If you would like to know whether you are in a position to purchase an investment property, please complete our online enquiry form or simply contact the office on 8621 8485.