IPW — Property Wealth Plan Generator
Insight Property Wealth
Property Wealth Plan Generator
Enter the client's 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
Queensland (QLD)
New South Wales (NSW)
Victoria (VIC)
Western Australia (WA)
South Australia (SA)
Australian Capital Territory (ACT)
Tasmania (TAS)
Northern Territory (NT)
Land Value ($)
Stamp duty is on land value only for off-the-plan. Typically 30–40% of purchase price for new builds.
Existing Debts
(OPTIONAL — INCLUDE IF APPLICABLE)
Personal Loan Balance ($)
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
—
Accessible Equity (80% LVR)
—
Weekly Benefit to Mortgage
—
Annual Tax Refund
—
Years Saved on Mortgage
▶ Generate Property Wealth Plan
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