Property Investing
Property Investing for Wealth Creation
Catterall Wealth Solutions offers a strategic, structured approach to property investment designed to support long-term financial goals. Our services include:
- Investment Strategy Planning – aligning property choices with your broader financial aspirations
- Tax Efficiency – Structuring ownership to maximise deductibility and minimise out-of- pocket expenses
- Superannuation Integration – using property to build retirement wealth through Super
- Market & Developer Due Diligence – Ensuring you are buying in the right area, from reputable partners
Off the Plan Property
Off-the-plan property involves securing a property before it’s been built. This strategy can deliver substantial benefits, including:
- Potential Capital Growth – buy at today’s price and settle when the price has appreciated.
- Customisation Options choose layouts and finishes to suit your preferences
- Tax Advantages Access to depreciation benefits and potential deductions
That said, off-the-plan purchases do carry risks such as construction delays or changes in market conditions. At Catterall Wealth Solutions, we help you assess these risks and ensure you’re only investing in well-researched, quality projects. Stephen Catterall specialises in sourcing off-the-plan properties in South East Queensland and Melbourne, and through his professional network, accesses high-quality projects Australia-wide
Property inside Superannuation (SMSF)
Interested in investing in property through your super? Stephen Catterall has the experience and capability to establish a Self-Managed Super Fund (SMSF) and create all the necessary legal structures, such as bare trusts (custodian trusts), to allow compliant property investment within the superannuation environment.This service includes:
- establishing and lodging trust documents
- coordinating with lenders familiar with SMSF lending
- ensuring ATO and legal compliance throughout the process
This option is especially valuable for individuals looking to diversify their retirement portfolio with bricks and mortar – while taking advantage of concessional tax treatment.
Whether in South East Queensland, Melbourne, or beyond, we make SMSF property investment simple, secure, and complian
Dual Income Properties
Dual-income properties—such as duplexes, dual-key homes, or granny flat configurations—are a smart strategy for maximizing returns.
Benefits include:
- Two rental streams from one title
- Improved cash flow and lower risk
- Efficient land use and strong tenant appeal
Whether inside or outside of super, these strategies can supercharge your investment income, and we’ll help assess their suitability for your financial goals. We often implement these strategies in South East Queensland, but dual-income opportunities are available Australia-wide through our network.
Secure your future with peace of mind
over 30 years of industry experience. We provide Independent advice you can trust.