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This feels like the right choice...

Because we know not everyone is the same, Oak Tree Retirement Village Yeppoon 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 Yeppoon 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:

Traditional Option
Purchase your villa at a discounted price and  take no share in the capital appreciation of the villa at the time of resale. A reduced exit fee applies and is calculated on your original purchase price. The exit fee payable is a maximum of 26% and formulated at 5% for the first two years and then 4% for each subsequent year up to a max of 26%

  • Year 1: 5%
  • Year 2: 10%
  • Year 3: 14%
  • Year 4: 18%
  • Year 5: 22%
  • Year 6: 26%

Standard Option
Purchase your villa today and share in the capital appreciation gained over time.

An exit fee is payable and calculated on the value of the villa at the time of resale (upon leaving the village). This value is agreed upon by the resident and Oak Tree.
The exit fee payable is a maximum of 26% of the resale value and is calculated as follows:

  • Year 1: 5%
  • Year 2: 10%
  • Year 3: 14%
  • Year 4: 18%
  • Year 5: 22%
  • Year 6: 26%
 

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