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Willoughby

NSW 2068LGA: Willoughby City

Investment Score

75

/100

AI Intelligence Summary

Willoughby, located 8.0 km from the Sydney CBD, is a highly sought-after suburb offering a unique blend of lifestyle, market position, and investment outlook. With a median house price of $3,200,000 and a median unit price of $1,200,000, the area is characterized by high-end properties and a strong demand for quality housing. The suburb's population of 6,000 residents enjoys a median income of $120,000, contributing to its affluent and family-friendly atmosphere. Willoughby's excellent schools, with a rating of 9.0/10, and high safety rating of 8.5/10 make it an attractive choice for families. While the walkability score is relatively low at 7.5/100, the suburb's investment score of 75.0/100 and growth potential of 80.0/100 indicate a strong and growing market. The rental yield for houses is 2.5%, and the vacancy rate is a low 2.0%, suggesting a competitive and in-demand rental market. Overall, Willoughby presents a compelling opportunity for investors and homeowners seeking a high-quality lifestyle and strong potential for long-term growth.

Strengths

  • High-quality schools and education options
  • Strong demand for housing and low vacancy rates
  • Affluent and family-friendly atmosphere
  • Excellent safety rating and low crime rate

Opportunities

  • Potential for long-term capital growth and strong investment returns
  • Growing demand for high-end properties and luxury developments
  • Opportunities for renovation or redevelopment of existing properties to capitalize on the suburb's growth potential

Considerations

  • High median house and unit prices may be a barrier for some buyers
  • Relatively low walkability score may require reliance on private transportation
  • Limited affordability options for first-home buyers or low-income households

Property Market

Median House

$3.20M

+5.0% 1yr

Median Unit

$1.20M

+3.0% 1yr

Median Townhouse

$1.80M

Rent (House)

$1,200/wk

Rent (Unit)

$700/wk

Days on Market

35

Vacancy Rate

2.0%

Auction Clearance

75.0%

Price Growth

Type1 Year3 Year5 Year
House+5.0%+15.0%+25.0%
Unit+3.0%+10.0%+20.0%

Rental Yields

House Yield

2.5%

Unit Yield

3.5%

Townhouse Yield

3.0%

Investment Scorecard

Overall Investment Score75/100
Growth Potential80/100
Cashflow Score60/100
Risk Score (lower = safer)70/100
Affordability Index80/100

Demand/Supply Ratio: 8.50

Demand exceeds supply — favourable for sellers

Tax & Financial Intelligence

CPA-grade analysis for Willoughby at median house price

Stamp Duty Estimate
Standard transfer
$158,390
First Home Buyer
$158,390
Foreign buyer surcharge
$256,000

+8% surcharge

Negative Gearing Position
Annual rent income
$62,400

$1200/wk

Interest (80% LVR @ 6.5%)
-$166,400
Other expenses (~2.5%)
-$80,000
Net rental position
-$184,000

Negatively geared

Tax benefit (39% MTR)
+$71,760

Reduces taxable income

After-tax holding cost
$112,240/yr

~$2,158/week

Land Tax Exposure
Est. land value
$1.92M

~60% of median price

Individual threshold
$1,075,000

Annual: $13,620

Trust/company threshold
$25,000 (trust)

Annual: $30,420

CPA Note: Land tax applies to your total NSW land holdings, not individual properties. Portfolio holders should aggregate all investment land values.

CGT Projection

Based on 5.0% p.a. growth (from 5-year trend), 50% CGT discount, 39% MTR

5-Year Hold

Est. value
$4.08M
Capital gain
$709,711
After discount
$354,856
CGT payable
$138,394

10-Year Hold

Est. value
$5.21M
Capital gain
$1.84M
After discount
$919,036
CGT payable
$358,424

Investor Quick Summary

Entry cost (stamp duty)

$158,390

After-tax yield

1.52%

Weekly holding cost

$2158/wk

10yr CGT (est.)

$358,424

Estimates based on FY2025 NSW rates at median house price. Assumes 80% LVR, 6.5% interest rate, 39% marginal tax rate ($135K-$190K bracket). This calculator provides estimates for illustrative purposes only and does not constitute financial, tax, or investment advice. Results depend on assumptions that may not reflect your actual situation. Tax laws, interest rates, and market conditions change frequently. Always consult a qualified professional — such as a CPA, mortgage broker, or financial adviser — before making financial decisions. Ding Group provides integrated advisory through Local Knowledge (CPA), Ding Financial (Mortgage Brokerage), and Ding Real Estate (Licensed Agency).

Demographics

Population

6,000

Median Age

40

Median Income

$120K

per annum

Family Households

65.0%

Professionals

65.0%

University Educated

55.0%

Unemployment

4.5%

Born Overseas

40.0%

Dwelling Mix

Houses: 70%Units: 25%Townhouses: 5%Total: 2,500

Lifestyle & Community

Walkability8/100
Public Transport8/10
Schools Rating9/10
Safety9/10
Family Friendly9/10
Cafes & Restaurants

50

Parks

10

Hospitals

1

Distance to CBD

8.0 km

Nearest Station: Chatswood Station

Family-focused lifestyle with excellent schools, parks, recreational facilities, and easy access to Chatswood shopping and Sydney Harbour. Strong community engagement through local clubs and events.

Infrastructure & Development

Continued expansion of public transport and community facilities.

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Data sourced from Expert knowledge of Australian suburbs, Historical property market trends, Demographic data estimates. Last updated 19 April 2026.

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