Case Study – TAX EFFECTIVE INVESTMENTS: Agriculture
Scenario:
- Adam & Jacinta home value: $380,000
- Mortgage: $250,000
- Income Adam: $ 45,000
- Income Jacinta: $ 45,000
Facts:
- Enquired though the Noah Group Website and received a Phone Consultation to establish some details to produce a Financial Report. They then choose to have the FREE Report presented to them in their home.
- Financial Summary Report showed them that they could get back $8,400 in Tax now
- Included tax effective investment to the value of $35,000 all for no out of pocket expenses.
- Paid the Tax directly of their Home Mortgage, saving them thousands of dollars.
- They decided to do the same for the following year.
- Their home loan is going to be paid off in 7 years, 12 years sooner than previous loan.
- The Investment is paid off in a further 3 years.
- By year 15 Adam & Jacinta have accumulated $237,000 in savings and have a debt free home.