IPW — Property Wealth Plan Generator — Portfolio

Insight Property Wealth

Property Wealth Plan Generator — Portfolio

For clients with existing investment properties — enter their details to generate a personalised Property Wealth Plan PDF

Client Information

First Name

Last Name

Email Address

Principal Place of Residence

Current Home Value ($)

Current Loan Balance ($)

Monthly Repayment ($)

Remaining Loan Term (Years)

Income

Annual Income — Person 1 ($) Used to calculate marginal tax rate & refund

Annual Income — Person 2 ($) optional

Off-the-Plan Investment Property

Purchase Price ($)

Net Weekly Cashflow After All Property Costs ($) KEY FIGURE Rent minus IP loan interest, management, rates, body corp, insurance & maintenance — inclusive of tax benefit

Div 40 Depreciation — Year 1 ($) Plant & equipment (fixtures / fittings — from quantity surveyor)

Property Location / Name

State

Land Value ($) Stamp duty is on land value only for off-the-plan. Typically 30–40% of purchase price for new builds.

Existing Investment Properties (OPTIONAL — LEAVE BLANK IF NONE)

IP 1 — Value ($)

IP 1 — Loan ($)

IP 1 — Net Weekly Cashflow ($)

IP 1 — State / Territory

IP 1 — Land Value ($)

IP 1 — Depreciation ($/yr)

IP 1 — Growth (%/yr)

IP 2 — Value ($)

IP 2 — Loan ($)

IP 2 — Net Weekly Cashflow ($)

IP 2 — State / Territory

IP 2 — Land Value ($)

IP 2 — Depreciation ($/yr)

IP 2 — Growth (%/yr)

IP 3 — Value ($)

IP 3 — Loan ($)

IP 3 — Net Weekly Cashflow ($)

IP 3 — State / Territory

IP 3 — Land Value ($)

IP 3 — Depreciation ($/yr)

IP 3 — Growth (%/yr)

IP 4 — Value ($)

IP 4 — Loan ($)

IP 4 — Net Weekly Cashflow ($)

IP 4 — State / Territory

IP 4 — Land Value ($)

IP 4 — Depreciation ($/yr)

IP 4 — Growth (%/yr)

Weekly cashflow = rent minus all property costs. Depreciation converts to a tax refund at the client's marginal rate. Cashflow + refund for every property compounds into the home loan alongside the new purchase. Stamp duty uses the off-the-plan concession (land value only). Loans treated as interest-only.

Existing Debts (OPTIONAL — INCLUDE IF APPLICABLE)

Personal Loan Balance ($)

Personal Loan Monthly Repayment ($)

Car Loan Balance ($)

Car Loan Monthly Repayment ($)

Assumptions

Interest Rate (%)

Capital Growth — Investment Property (% per year)

Capital Growth — Own Home / PPR (% per year)

Live Summary

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Accessible Equity (80% LVR)

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Weekly Benefit to Mortgage

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Annual Tax Refund

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Years Saved on Mortgage

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Wealth Plan Portfolio

Property Wealth Plan Generator — Portfolio

Live Summary

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