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Affordable Retirement Living

Affordable Retirement Living

That fits you & your retirement plans

Providing you with certainty

Providing you with certainty

Your future safe – your tenure secure

Pets Welcome

Pets Welcome

Extended Living with Community Facilities

Extended Living with Community Facilities

Community Activities

Community Activities

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This feels like the right choice...

Because we know not everyone is the same, Oak Tree Retirement Village Capricorn Coast offers different purchase options to help meet different financial needs and circumstances. This allows more people to afford and enjoy, a care-free retirement lifestyle with Oak Tree. Many Oak Tree residents have capital left over from the sale of their family home.

Your costs to purchase a home at Oak Tree Retirement Village Capricorn Coast include:

  1. Purchase Price – payable upfront
  2. Exit Fee – payable when you sell your villa
  3. General Service Charge – payable throughout your length of stay

A choice of two purchase options is available:

Incentive Option

Secure your villa today with an exit fee and 50% of any realised capital gain or loss upon resale of your villa. Any realised capital gain or loss is shared 50/50 with Oak Tree Retirement Villages.

The exit fee is 6% per annum up to a maximum of 36% over 6 years and applies to your original purchase price.

  • Year 1: 6%
  • Year 2: 12%
  • Year 3: 18%
  • Year 4: 24%
  • Year 5: 30%
  • Year 6: 36%

Value Option

Secure your villa today with a discounted exit fee and no share in any realised capital gain or loss upon resale of the villa.

A discounted exit fee of a maximum of 26% applies to your original purchase price.

The exit fee is 5% per year for the first two years and then 4% for each subsequent year up to a maximum of 26% over 6 years.

 

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