Client Success | Perth, WA
Experienced investor leverages SMSF to acquire a high-growth investment property in Perth. Cash flow-neutral property with strong rental returns and key growth drivers for long-term wealth creation, close to quality schools, shopping centres, medical facilities, and diverse employment hubs.
Property Snapshot
This property is a freestanding house with 4 bedrooms and 2 bathroom on a generous, 524m2 block.
Location Snapshot
Capital city location with a strong and diverse economy that offers affordability and lifestyle.
Strategy Overview
The following strategies applied to the purchase: High Cash Flow, Buy & Hold, SMSF, Low Risk.
Investment Numbers
Purchase price in 2023: $515,000
Estimated value in 2025: $680,000
Weekly rent: $610
Cash flow: $342/year
Maximizing Superannuation: How Roger Turned Property into a Retirement Growth Engine
For many investors, superannuation is simply a passive retirement fund, but for Roger, it became an active tool for building long-term wealth. With an already impressive property portfolio and a keen understanding of real estate investment, Roger knew there was more potential to unlock. By strategically leveraging his Self-Managed Superannuation Fund (SMSF), he was able to accelerate his retirement savings and grow his super balance by $165,000 in just 12 months. With the support of start2invest, he didn’t just acquire another property - he took a decisive step toward long-term financial security.
Helping an Experienced Investor Strengthen His Superannuation with Confidence
At start2invest, we understand that every investor’s journey is unique, and we are committed to supporting them every step of the way. Roger, a corporate professional based in Sydney with a young family, had already built an impressive portfolio of two investment properties next to his principal place of residence (PPOR). As an experienced investor, Roger recognized the importance of expert guidance when making strategic investment decisions - especially when purchasing within his Self-Managed Superannuation Fund (SMSF). He approached start2invest with the goal of expanding his portfolio in a way that would maximize his retirement savings and provide long-term financial security.
Roger needed more than just another property; he needed a structured investment strategy, market expertise, and a seamless, stress-free process. Our goal was to help him secure a high-quality asset that aligned with his financial aspirations while ensuring he could continue focusing on his career and family.
Finding the Ideal Property for Roger’s SMSF Investment
With Roger’s extensive experience in property investment, he understood the potential of leveraging his SMSF to accelerate his wealth. However, navigating SMSF regulations and selecting the right property required specialist knowledge and careful planning. Roger wanted to ensure his investment met strict compliance guidelines while also delivering strong long-term returns.
After a detailed consultation, we identified an investment strategy that focused on:
✅ Leveraging his SMSF’s borrowing power to maximize exposure to a growing property market.
✅ Selecting a location with a high-growth trajectory and strong rental demand.
✅ Ensuring the property had long-term appeal to tenants, securing consistent rental income and reducing risk.
Our research led us to Perth, a city that aligned perfectly with Roger’s long-term investment goals. With strong economic growth, a thriving rental market, and major infrastructure developments, Perth provided the perfect environment for his SMSF property investment.
A Perfect Fit for Roger’s Portfolio
At start2invest, we leverage our strong industry expertise to identify properties that align with our clients’ investment goals. Through our extensive research, we sourced a freestanding four-bedroom, two-bathroom home in a prime Perth suburb that matched Roger’s investment criteria.
✅ Purchased for $515,000 in 2023
✅ Revalued at $680,000 in 2024
✅ Rental income of $610 per week, ensuring steady cash flow
✅ $165,000 increase in superannuation equity within 12 months
Delivering More Than Just a Property Purchase
At start2invest, we pride ourselves on offering a full-service investment experience that extends far beyond the transaction. Roger’s success mattered deeply to us, and we made sure he felt fully supported throughout every stage of the process. From defining his SMSF investment strategy to sourcing the right property, conducting due diligence, negotiating the best deal, and managing the transition to rental income—our team handled everything.
We didn’t just help Roger buy a property; we helped him build wealth with confidence, knowing that his investment was in expert hands. Our streamlined process allowed him to continue focusing on his career and family while we took care of the complexities of his investment.
A Testimonial from Roger
“Partnering with an effective Buyers Agency allowed me to achieve some of my critical investment goals. In a market where speed was key, the team at start2invest helped me to navigate the complex process of investing with my SMSF. I enjoyed the focus on outcomes and goal setting process and the team listened to my objectives and investing aims. I recommend start2invest to anyone that wants to build wealth with property.”
Roger L.
A Long-Term Partnership for Wealth Creation
Roger’s investment success is just one example of how start2invest helps clients achieve financial security through smart property investments. His positive experience has given him the confidence to continue growing his portfolio, and we look forward to being his trusted advisors for future investments.
At start2invest, we don’t measure success by the number of properties purchased—we measure it by the confidence, satisfaction, and long-term results our clients achieve. Our commitment doesn’t end at settlement; we remain by our clients’ side, ensuring their investment journey is smooth, profitable, and stress-free.
If you’re looking to take control of your financial future and grow your portfolio with confidence, we’re here to help. Your success is our success.
At start2invest, our clients’ success is our success.
Disclaimer
This article is for general informational purposes only and does not constitute financial, taxation, or legal advice. start2invest is not a licensed financial adviser, and we do not provide specific financial advice tailored to individual circumstances. The investment case study presented here is based on our own experience and financial situation, which may differ significantly from yours.
Self-Managed Superannuation Funds (SMSFs) are regulated financial structures, and investing through an SMSF involves specific legal and tax considerations. We strongly recommend consulting a licensed financial adviser, SMSF specialist, and tax professional before making any investment decisions to ensure compliance with all regulatory requirements and alignment with your financial goals.
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