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David — Investing for Legacy and Tax Efficiency
David and his wife came to Calla Property to minimise tax and leave a property legacy for their children. They were referred by another client.
The Strategy
Use house & land investments to create tax deductions and secure high-growth assets across QLD
The Result
Total equity gain:
~$328,000 in under 12 months
All properties tenanted within one week
Rental income exceeded projections by 20%
The Recommendations
- Property 1 – Hervey Bay, QLD (2024)
- Purchase: $781,976
- 2025 valuation: $975,000
- Capital growth: $193,024 (24.7%)
- Property 2 – Sunshine Coast, QLD (2024)
- Purchase: $965,000
- 2025 valuation: $1,100,000
- Capital growth: $135,000 (14%)
PORTFOLIO GROWTH 19.4% average across two properties
From David:
"The proof is in the numbers. I saw over a 20% capital gain before I even got the keys. The rental income exceeded modelling by more than 20%. I’m genuinely impressed and have no intention of going anywhere else but your team."
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