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The $500 Billion Opportunity

The $500 Billion Opportunity. 10.5 million families in Canada 3.5 million rent 3.5 million own, with mortgage 3.5 million own, free and clear. The $500 Billion Opportunity. The Wealth Pyramid. The $500 Billion Opportunity. • Get FREE tax refunds from the CRA

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The $500 Billion Opportunity

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  1. The $500 Billion Opportunity

  2. 10.5 million families in Canada 3.5 million rent 3.5 million own, with mortgage 3.5 million own, free and clear The $500 Billion Opportunity

  3. The Wealth Pyramid

  4. The $500 Billion Opportunity

  5. • Get FREE tax refunds from the CRA • Pay off your mortgage faster • Build an investment portfolio Today you will learn how to:

  6. SIMULTANEOUSLY

  7. The Wealth Pyramid

  8. The Problems…

  9. THE SMITH MANOEUVREIs your mortgage tax deductible?

  10. THE SMITH MANOEUVREIs your mortgage tax deductible?

  11. The Solution…

  12. History of THE SMITH MANOEUVRE

  13. What is THE SMITH MANOEUVRE

  14. THE SMITH MANOEUVRE is a financial strategy designed to convert the non-deductible interest debt of a house mortgage to the deductible-interest debt of an investment loan, which simultaneously ensures the building of a free and clear investment portfolio.

  15. A picture is worth a thousand words…

  16. THE SMITH MANOEUVREIs your mortgage tax deductible?

  17. THE SMITH MANOEUVREIs your mortgage tax deductible? BAD DEBT GOOD DEBT

  18. THE SMITH MANOEUVREIs your mortgage tax deductible? BAD DEBT GOOD DEBT

  19. Another 1000 words…

  20. THE SMITH MANOEUVREIs your mortgage tax deductible?

  21. THE SMITH MANOEUVREIs your mortgage tax deductible?

  22. THE SMITH MANOEUVREIs your mortgage tax deductible?

  23. THE SMITH MANOEUVREIs your mortgage tax deductible?

  24. THE SMITH MANOEUVREIs your mortgage tax deductible?

  25. THE SMITH MANOEUVREIs your mortgage tax deductible?

  26. THE SMITH MANOEUVREIs your mortgage tax deductible?

  27. THE SMITH MANOEUVREIs your mortgage tax deductible?

  28. tidbit How much do you have to earn to pay off a $200,000 loan?

  29. Read it and weep… $700,402 • You need to earn this much: •You pay this much income tax: $280,161 $420,241 • You have this much left: $220,241 • You pay this much bank interest: •Pay back the original loan: $200,000

  30. $700,402 !!!

  31. Is this legal?

  32. During the past 20 years, THE SMITH MANOEUVREhas not been challenged by any tax authority, by any lawyer, by any accountant, by any financial planner or by any financial guru as regards the theory, the strategy, the mechanics, the arithmetic or the projected outcomes.

  33. Plain Jane Smith Manoeuvre Re-borrow and invest any paydowns on your first mortgage. Apply tax refunds against your first mortgage then immediately re-borrow and invest the same amount. The Four Steps

  34. Enhanced Plain Jane 3. Cash in and apply current paid up assets against the first mortgage in the morning, re-borrow and invest the same amount in the afternoon. 4. Divert any monthly savings or investment programs against the first mortgage, and immediately re-borrow and invest the same amount. The Four Steps

  35. case history: Quantify the value of THE SMITH MANOEUVREfor the Blacks.

  36. •$200,000 at 7% for 25 years • Both work, $100,000 per year • 40% tax bracket • $50,000 rainy day fund • Adding $500 per month •40 years of age, 2 kids and a dog The Blacks

  37. Future value for the Black’s current investment program?

  38. FV of $50,000 for 25 yrs $541,735 FV of $500/mth for 25 yrs 663,417 _______ Total Future Value $1,205,152

  39. $1,205,152

  40. What if they did THE SMITH MANOEUVRE?

  41. Plain Jane Step I $214,207 $214,207 Step II 95,675 309,882 Enhanced Step III 899,827 1,209,709 Step IV 753,061 1,962,770 ________ Total $1,962,770 Results of the Four Steps

  42. $1,962,770

  43. THE SMITH MANOEUVRE way$1,962,770 The Black’s way$1,205,152 The difference$757,618

  44. For the Black’s, this is a decision worth 3/4 of a million dollars!

  45. . The Smithman Calculator

  46. Debt Swapping – Step III Cash Flow Diversion – Step IV Cash Flow Dam I – for business Cash Flow Dam II – for rental homes Investment Category Switch Leverage ACCELERATORS

  47. The Cash Flow Dam

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