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
Invest in house & land properties in growth corridors with strong depreciation benefits, using interest-only lending outside of super.
The Recommendations
- Property 1 – Carseldine, Brisbane (2020)
- Purchase: $655,500
- 2025 valuation: $1,150,000
- Capital growth: $494,500 (75.4%)
- Property 2 – Armstrong Creek, Geelong (2022)
- Purchase: $630,315
- 2025 valuation: $690,000
- Capital growth: $59,685 (9.5%)
- Property 3 – Wollert, Melbourne (2023)
- Purchase: $628,300
- 2025 valuation: $720,000
- Capital growth: $91,700 (14.6%)
The Result
Over $645,000 in total equity growth
Effective tax minimisation through depreciation
Seamless end-to-end support including builder and tenancy management
PORTFOLIO GROWTH 33.2% average across three properties
From Sanjay:
"They're the most responsive team by far... Calla managed everything from ideation to settlement to tenancy. Even when tenants are in, they just get the job done. They’re definitely my go-to people for property."
