THE REALITY TODAY
Many Australians have equity,
but it's sitting idle.
MORTGAGE BALANCE
AVAILABLE EQUITY
INCOME PRODUCED
THE STRATEGY
Employ Equity.
Eliminate Debt.
Create Income.
$800,000
Income Produced
12% P.A.
After Tax (15%)
$6,800 / Month
Added To Mortgage
Repayment
Asset loan: $800,000 at 6.5% interest only
Income: 12% p.a. | Tax rate: 15% (no double tax treaty)
10 YEARS FROM NOW
The power of the next 10 years.
FAMILY HOME (6% GROWTH)
Future Value
$3.223M
Mortgage
$0
Equity
$3.223M
Home owned outright
INVESTMENT ASSET (8% GROWTH)
Future Value
$1.727M
Debt
$800K
Equity
$927K
Still generating income
TOTAL NET WORTH
Increase of $2.95M in 10 years
BUT WHAT ABOUT THE $800,000 DEBT?
The debt is now optional. You have choices.
CHOICE 1
Sell The Asset
✓ Receive $1.727M
✓ Repay $800K debt
✓ Keep $927K surplus
✓ Home owned outright
✓ No investment debt
CHOICE 2
Sell Part Of The Asset
CHOICE 3
Keep Everything
✓ Continue receiving income
✓ Continue benefiting from growth
✓ Debt retained by choice