TAX&WEALTH BUILDERGUIDE
Smart property strategies for ambitious Australians.
BUILD
WEALTH. REDUCE TAX. OWN YOUR FUTURE.
DiscoverhoweverydayAustraliansarecreatingfreedom andfinancialsecuritythroughproperty,withtailoredtax andpropertyinvestmentstrategiesthatwork.
Ourexpertspecialistsaretosupportandguideyou, everystepoftheway.
WELCOME TO SMART PROPERTY WEALTH
AtCOMPANYRE,webelievewealthisbuilt,notwishedfor.
Withoverfivedecadesofexperienceand$1.6billionintransactions,we’vehelped everydayAustralians,ambitiousyoungentrepreneurs,lifestylepropertyinvestors, SMSFsanddiversifiedportfoliobuilders,tocrafttailoredpropertyinvestment strategiestoturnambitionintoassetsthroughintelligentpropertyinvestmentand tax-smartstrategies.
Thisguidewillhelpyou:
Reducetaxthroughstrategicpropertyownership. Useleveragesafelytoacceleratewealth. Growmultipleincomestreamsthroughproperty. Buildfinancialfreedomthatfundsyourlifestyle.
“Youdon’tneedmillionstobegin,onlythemindsettogetthere.”
PEOPLEFIRST
Weprioritisetheneedsand aspirationsofourclientsand team,ensuringeveryinteraction ismarkedbyrespect,careand personalattention.
INTEGRITY
Westeadfastlyupholdthe highestethicalstandards, ensuringtransparencyand honestyguideeverydecision andinteraction.
EXCELLENCE
Wecommittothehighest standardsofserviceand professionalism,continuously strivingtoexceedexpectations ineveryaspectofourwork.
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COMMUNITY
Wearedeeplycommittedto enhancingthecommunities whereweoperate,fostering strongconnectionsandmaking meaningfulcontributions
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INNOVATION
Weembracecreativityand forward-thinkingtostayahead ofthecurve,constantly innovatingtoprovideexceptional realestatesolutions.
“REALESTATE INVESTING,EVENON AVERYSMALL SCALE,REMAINSA TRIEDANDTRUE MEANSOFBUILDING ANINDIVIDUAL'S CASHFLOWAND WEALTH.”
-RobertKiyosaki
TheCOMPANYREPropertyInvestmentDivisioncombinesover100yearsof combinedexperience,10,000+settledsales,accessto50+lendersand$1.6billionin transactionstohelpAustraliansbuildrealwealththroughproperty.Partneringwith everydayAustralians,lifestyleinvestors,SMSFsandportfoliobuilders,theteam deliverstailoredstrategiesthatgobeyondpropertyownership,creatinglong-term financialgrowthandsecurity.
BRUCECOOK
COFOUNDER&CHAIRMANOFCOMPANYRE
Bringsover50years’experienceleading majorsalesandiconicprojects,providing trustedpropertyinvestmentstrategiesto buildlastingfamilywealth.
MARCUSBUSKEY
CEOOFCOMPANYRE
44yearsofexperience,CEOofCOMPANYRE, formerheadofColliers,CEOofOliverHume andHeadofPRDProjectMarketing.Sellout projectsincludingVersacePalazzoand CabaritaBeach.
MICHELLESOUTHERN
FINANCE&MORTGAGEPARTNER
With20+years’experience,Michellehelps individualsandfamiliesenhancefinancial well-being,reducedebtandcreateclear roadmapstowardlastingfinancial independenceandsecurity.
TheCOMPANYREPropertyInvestmentDivisioncombinesover100yearsof combinedexperience,10,000+settledsales,accessto50+lendersand$1.6billionin transactionstohelpAustraliansbuildrealwealththroughproperty.Partneringwith everydayAustralians,lifestyleinvestors,SMSFsandpropertyportfoliobuilders,the teamdeliverstailoredstrategiesthatgobeyondpropertyownership,creatinglongtermfinancialgrowthandsecurity.
KSENIADEMIDOVA
EXECUTIVEBUSINESSDEVELOPMENTMGR
Withover16years’experienceinbusiness development,Kseniahasdriven$46M+in revenuegrowthandworkedonJewel Residences,oneoftheGoldCoast’slandmark beachfrontprojectsforbothinvestorsand owner-occupiers.
JARODLUCAS QLDSTATESALESMANAGER
PartneringwitheverydayAustralians, ambitiousyoungentrepreneurs,lifestyle investors,SMSFsanddiversifiedportfolio builders,hedevelopstailoredstrategies designedtodeliverrealwealthopportunities throughpropertyinvesting.
ERICACOWAN PROPERTY INVESTMENT STRATEGIST
Avalues-drivenprofessionalbackgroundin property,constructionandpeople-focused leadership.Havingownedaconstruction companyandsuccessfullyboughtandsold herownproperties,Ericabringsgenuine,realworldexperiencetothepropertyjourney.
THE POWER OF PROPERTY + TAX EFFICIENCY TheSecretWealthBuildersKnow
Wealthypropertyinvestorsdon’tjustbuyproperty,theybuildstructuredproperty portfoliosdesignedtominimisetaxandmaximisereturns.
When you work with us you will learn:
Thesynergybetweenpropertyinvestmentstructureandtaxoutcomes
Whyyourownershipentitymatters(individual,trust,orSMSF)
Howtoclaimproperty-relateddeductionscorrectly
Understandingnegativevspositivegearing
Usingdepreciationschedulestoincreasecashflow
“Taxefficiencyisn’taboutloopholes, it’saboutstrategy.” WEALTHFLOW
THEWEALTHPYRAMID
How Financial Freedom Is Built
Threelevelsofwealth,oneclearroadmap.
1. Foundation–Stability&CashFlow
Learntomanageexpenses,protectincomeand establishyourinvestmentbuffer.
2. Growth–Equity&Acquisition
Usepropertytocreateleverageandexpandyour portfoliostrategically.
3. Freedom–PassiveIncome&Legacy
Transitionfromworkingformoneytomoney workingforyou.
MiniInsight: It’snotabouthowmanypropertiesyouown,it’s aboutwhateachonedoesforyourfreedom.
“Financialfreedomisn’tbuiltovernight, it’sbuilt onstructure,notluck.”
HOW TO BORROW SAFELY & GROW STRATEGICALLY
Leverage Without Fear
Debt isn’t dangerous when it’s deliberate. Strategic leverage multiplies your results while keeping you safely within your means.
Our team will help you understand:
How to calculate a safe borrowing ratio for your income & goals.
The difference between good debt (income-producing) and bad debt
How to unlock equity in existing assets to fund new purchases.
How to structure loans for flexibility and long-term tax benefits.
Australian’s are entering the property investment market through leveraging equity, savings or their SMSF to develop a secure property portfolio
“LEVERAGEISTHEBRIDGE BETWEENWHEREYOU AREANDWHEREYOU WANTTOBE.”
