Invest in SDA Smart Homes from as little as
Partnering with Ascendancy Planning – a licensed financial planner- Fractional Ownership allows SDA Smart Homes to be purchased in a unit trust. This means you can invest as little as $35,000 and still make a 13.7% NET return on investment (1).
This is a great option for those who wish to diversify their property portfolio, reduce investment risk, or those looking to invest using a Self-Managed Super Fund (2).
How Fractional Ownership Works
Establish your account on the online platform
Deposit funds – you can add, withdraw at any time. While funds are sitting in your cash account, they will earn interest.
Select SDA Smart Home to invest part or all your available funds
Once the SDA Smart Home package is 100% funded – units are issues in the unit trust
Net income is distributed monthly and proportionally to unit holders – you can sell part or all your units at any time (provided there is a buyer)
Each unit trust is run under a managed investment scheme that is registered with ASIC. The trustee of the fund is Melbourne Securities Corporation and the custodian is Perpetual Corporate Trust – both well known corporations with excellent reputations (2).
ABOUT SDA SMART HOMES
For over a year, our team has been conducting focus groups within the disability sector, working in partnership with NDIS approved housing providers and accountants in preparation of the 2019 rollout of the National Disability Insurance Scheme – Specialist Disability Accommodation (SDA) into Queensland. We believe we are at the forefront of the NDIS SDA rollout and encourage you to investigate this most worthy of property investments with significant upside for not only yourself but our community.
SDA Information - The NDIS backstory
The Australian Government was one of the first countries in the world to be a signatory of the ‘UN Convention on the Rights of Persons with Disabilities’. The Federal Government via the NDIS SDA program have committed $700,000,000.00 annually for the next 20 years through directing substantial ‘rental assistance’ to generously compensate ‘SDA investors’ who specifically invest in compliant homes to drastically increase suitable housing supply. Link to UN Charter
What is the NDIS / SDA?
The National Disability Insurance Scheme is a Federal Act developed in 2013 to allow people with a disability to exercise choice and control about matters that affect them- such as their housing. ‘SDA’ (Specialist Disability Accommodation) refers to accommodation for people who require specialist housing solutions – not readily available in the traditional Australian rental market. As of January 1st, 2019, SDA funding is now rolling out in Queensland.
A massive under supply...
Studies in March 2018 found there is a major shortfall of disability accommodation in Australia, so to meet the demand there needs to be a 60% increase in the number of available homes. Read the full findings here: NDIS SDA housing shortfall
Currently, there are over 28,000 Australians with a disability that the NDIS has identified as living in inappropriate accommodation. The NDIS SDA funding is to encourage property investors and institutions to build more disabled centric homes. Sadly, there are also 6,000+ young Australian’s who are currently living in aged care facilities due to a lack of housing options and this number is increasing by 50 young Australians a week. SBS video: Young People with Disabilities Trapped in Aged Care.
SDA SMART HOMES - ‘High Physical Support’ certified
Thanks to generous NDIS Specialist Disability Accommodation funding, our High Physical Support Platinum Six, 3-bedroom home offers investors very attractive yields of approx. 17.07% p.a. gross and approx. 13.7 % p.a. net* depending on the price of the land (based on the Gold Coast pricing/income). Total package prices vary from approx. $685,000 to $850,000 as a guide to receive gross annual income of approx. $137,884 pa. This comprises of $36,535 pa from the NDIS for each of your 3 x NDIS SDA funded residents (exact NDIS payment varies region to region) and $181pw from each participants disability pension (RRC). The annual income of $137,884 pa quoted is specifically from the NDIS income calculator June 2019.
Should you choose to proceed with Fractional Ownership, your SDA investment home when built could take three young Australians out of inappropriate aged care and place them in a far more appropriate new home along with housing their Carer. Such a worthy cause enhanced by the knowledge that over the next 2 decades of ownership, the SDA Commonwealth funding model could pay your unit trust around $2,000,000.00 to provide this specialist disability housing opportunity (3).
1) 13.7%pa Net yields based on a Platinum Six SDA Smart Home purchase price $807,500 turnkey in Gold Coast Region with 3 x SDA Participants.
While all care has been taken to provide accurate figures, we do not guarantee the outcome and recommend you seek independent financial advice. All information is correct at the time of publication but subject to change without notice.
2) General Advice Warning
Do not act on anything in this publication without seeking licensed financial advice. The information contained publication is general in nature and does not consider your personal situation. You should consider whether the information is appropriate to your needs and seek professional advice from a financial adviser.
3) Accuracy & Reliability of Information
Although every effort has been made to verify the accuracy of the information contained in this publication, Ascendancy Planning and Property Direct Pty Ltd , its officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this publication or any loss or damage suffered by any person directly or indirectly through relying on this information.