Australia's #1 SMSF Strategist!
Price Range $350,000+
Gross Return Range $10,000+
Gross Yield Range 3%+
Discover Our Featured Projects
Strategic Property Spotlight
- Display
- House and Land
- House and Land
- Co-living
ndis
Strategic Property Spotlight
- NDIS
- Hot Property
- NDIS
- Hot Property
- NDIS
Testimonials
This has been one of the best moves we've made. We've taken control of our future, and the investments for us, not only just for us, but our kids and future generations. Phil and his team have been really great for us, their service is fantastic, but what happens is they make things really simple, simple to understand, and therefore, by making it simple we have confidence in what they do.
’As a result of using Phil and his team, I've now got greater control of my super. Using Phil to help manage our family's self-managed super funds made all the difference. Thanks very much.’
Martin & Jackie
Before, I didn't have anything. I had no super, a couple thousand dollars, and that was about it. And so now I've actually got So much more. So, I'm doing very well.
Tim
‘ I was in an industrial super fund for quite a while and I was never happy with the results with the loss of earnings per year in regards to what always happens to the stock exchange. And as a result of dealing with Phil and his team, I feel I have greater involvement in my own super. I now have a couple of investment properties through the super, I have more hands on than what I used to have before.
Adele
It was out of my control. And through my faith in Phil, and also with his son James, you know, I can just say thanks for helping me organise my self managed super fund. And thank you Phil.’
John
We've been with Phil and his team for just over 12 years now. It's made a huge difference with our super fund. We’ve got more control over our super. We've got great people looking after us that really know their stuff.
Um, we purchased an investment property within our super and also one outside. I'm really happy, seeing the guys and seeing their passion, just knowing that they've got our best interests at heart.
You know, they know what they're talking about. We absolutely love that, and I have all the faith in the world in them that they're going to do the best for us. Yeah, and I look forward to our girls are 17 and 15 So we look forward to when they get to work to come and join in the super fund as well And I think that'll be in their best interest to do that in the future Yeah. So, I'm really happy and we would like to thank Phil and his team for making a massive difference in our future and in our super fund So, thank you.
Bradley & Victoria
Our Process
The Latitude Property Investment Process – Co-Living
STEP 1: Preliminary Consultation
We take time to understand your goals and explain the investment journey.
STEP 2: Advice Presentation
We assess your financial position with our specialist Mortgage Broker.
STEP 3: Investment Proposal
You receive a tailored proposal including all associated costs.
STEP 4: Client Services Agreement
An EOI agreement confirms your property, professionals, and fee structure.
STEP 5: Project Commencement
Entity structures are set, sites shortlisted, and design finalised.
STEP 6: Site Acquisition
Land contract settles and building deposit is made.
STEP 7: Construction
Construction begins—usually taking 14–26 weeks.
STEP 8: Participant Secured
Tenants secured through Certainty Realty before completion.
STEP 9: Completion
Property complete, tenants move in, final builder payment due.
The Latitude Property Investment Process – Rooming Houses
STEP 1: Preliminary Consultation
We understand your investment goals and provide process details.
STEP 2: Advice Presentation
We assess financial suitability with a specialist Mortgage Broker.
STEP 3: Investment Proposal
We deliver a tailored investment property proposal.
STEP 4: Client Services Agreement
We issue an EOI outlining property, professionals, and fees.
STEP 5: Project Commencement
Entity setup, site shortlisting, design finalisation begin.
STEP 6: Site Acquisition
You become the owner of a new site, building deposit made.
STEP 7: Construction
Build begins—duration varies based on property scope.
STEP 8: Participant Secured
Tenant coordination starts in advance of completion.
STEP 9: Completion
Final builder payment and tenant move-in mark project close.
The Latitude Property Investment Process – NDIS
STEP 1: Preliminary Consultation
We explore your goals and explain the NDIS process.
STEP 2: Advice Presentation
We assess your financials and introduce NDIS-aligned professionals.
STEP 3: Investment Proposal
You receive a tailored proposal for suitable NDIS properties.
STEP 4: Client Services Agreement
We issue an EOI detailing the project and professional roles.
STEP 5: Project Commencement
Entities set, SDA providers consulted, site planning begins.
STEP 6: Site Acquisition
Land settles and builder deposit is made.
STEP 7: Construction
Construction begins—typically lasts 14–26 weeks.
STEP 8: Participant Secured
We liaise with SDA providers to place the right tenants.
STEP 9: Completion
Final builder payment and successful tenant move-in complete the process.
STEP 10: Identify Participant Needs
We match your property plan to actual NDIS participant demand.
STEP 11: SDA Provider Liaison
Our digital team coordinates with SDA providers for matches.
STEP 12: Tenant Secured
Right participant matched, paperwork and approvals initiated.
STEP 13: Move-In
The participant moves in—fulfilling a financial and human return.
The Latitude Property Investment Process – SMSF
STEP 1: Preliminary Consultation
We clarify goals and walk you through the SMSF process.
STEP 2: Advice Presentation
We assess finances and help set up your SMSF if needed.
STEP 3: Investment Proposal
You receive a property proposal with all SMSF-relevant costs.
STEP 4: Client Services Agreement
SMSF setup, rollover, then formalised EOI agreement follows.
STEP 5: Project Commencement
Entity structures and designs finalised, builders engaged.
STEP 6: Site Acquisition
You acquire land and pay deposit for the build.
STEP 7: Construction
Construction begins and runs for 14–26 weeks.
STEP 8: Participant Secured
Certainty Realty and SDA Providers secure your tenants.
STEP 9: Completion
Project complete, tenants moved in, final stage closed.
Phil Allen
Australia’s #1 SMSF Strategist
Phil Allen
Australia’s #1 SMSF Strategist
Meet Our CEO
Phil Allen. Phil is regarded as the #1 SMSF Strategist in Australia. He has been empowering Australians through his expert property strategies and real results for over 30 years. At Latitude Property Escapes, our team brings decades of experience in SMSF, Co-Living, NDIS, Rooming Houses and our Exclusive properties. We're passionate about helping you build wealth, secure your future income, reduce your tax and retire with confidence. From your first consultation to your property settlement - our experts are with you every step of the way.
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