how to make the new financial year a success

Master Class:How to make the new financial year a success

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We help investors build and manage

their property portfolios

Real Estate Investar’s tools

Take the 21 day free trial at www.realestateinvestar.com.au

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www.realestateinvestar.com.au

We even set up & supply you with:

Portfolio Solutions Master Class

• Designed to share knowledge.

• Desire to provide extra value to our clients.

• Great for both new and experienced investors.

• Plenty of opportunity for Q&A

• Market leading industry partners invited by Real Estate Investar to present and educate.

Poll:What best describes you?

7 Tips to help make the new financial year a success

1. Plan for success

• Without direction – are you really headed anywhere?

• A plan is your map, and with that map you can set the milestones and steps to help reach your goals

• Map out your 5 & 10 year plan. Start high level, then beak it down.

• Engage others. Get professional input and learn from both them and their other clients.

2. Review investment performance

• Not monitoring your investments is one of the easiest mistakes an investor can make.

• Buy/Hold/Forget isn’t actually a strategy.

• Know the important numbers:• What did you pay for the investment

(include ALL costs)

• What is the investment worth today?

• What is the cost of holding the investment?

• How might it behave in the future, and compare that to your plan.

3. Keep learning

• There is always more to be learnt.

• Learn from those who have done it before. Seek out their stories and their lessons.

• Read – but from a variety of sources.

• A good goal for your plan: Aim to become an ‘expert’ in one new area each quarter. Target a ‘region’, a ‘strategy’, a ‘trade’ or an aspect of property investment.

4. Set the right strategy – for you & now• For you:

• Are you handy? If not – maybe don’t DIY renovate?

• Are you a good project planner? If not maybe outsource?

• Are you located too far from an opportunity or investment?

• For now:• What is happening in the market right

now?

• Where is the money being made? Where is it being lost?

• What are others doing in your targeted suburbs or regions?

5. Build & engage your team

• You can’t do it alone.

• Build a team of professionals who you can pay for and seek advice from.

• Employ them, and meet them regularly. Review your plan, review your performance, review the market.

• Make it simple & easy to engage to maximize value.

6. Claim your legal entitlements

• Be aware of what you can claim

• Engage professionals as required

• If you’re not sure – get the adviceyou need

• And make sure you track EVERYTHING just in case.

"I'm not evading tax in any way shape or form. Of course I'm minimising my tax. If anybody in this country doesn't minimise their tax they want their head read. As a government I can tell you you're not spending it that well that we should be paying extra.“ – Kerry Packer

7. Keep it simple

• Use available systems & technology to make your life simpler.

Welcome Ryan!

Ryan StrousPre-Sales Specialist

Xero

Poll:Would you like some more information on how Xero & REI might be able to help you?

Next steps

• Take the trial, or if an existing member, get started with Portfolio Tracker.

• Add Xero by clicking the Xero logo on the home page and completing the “Get Started with Xero” form.

• Review the training videos and webinars (including this one) available in our video tutorial section.

• Real Estate Investar provide 5 hours of 1-on-1 training to all new members as required (valued at $745).

• Xero support is also available readily through their website.

What can I do next?



We even set up & supply you with:



Questions?



Thank you!