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Self-managed super fund property investment

Make the most of your retirement savings

SMSF commercial property investment

Investment Yields - 1 June 2020
Source: Thomson Reuters, Macquarie, Fawkner Property, Bloomberg

The ability to find a reliable income stream is tougher than ever for investors with Self Managed Super Funds. Fawkner Property Trusts provide reliable income to client portfolios on a monthly basis.

Given that Interest Rates around the world are lower than what they were in the past, the reliable income stream of high-quality commercial property is more attractive than ever.

Fawkner Property helps investors alleviate income issues by focusing on Essential Services and long WALEs to provide a defensive income stream to portfolios. Trusts are accessible via Platforms and Direct.

Diversified income strategy

Comprehensive acquisition strategy

+20% returns across all our funds

Enjoy a tax effective investment through your SMSF
Get capital stability and protection for your retirement savings
Secure consistent and reliable investment income paid monthly
Large corporate tenants ensure income stability
Commercial properties with strong capital growth potential
Talk to an expert

Our team is ready to help you with any questions you may have about our commercial property investments.

Contact us

How to invest with an SMSF

  1. Send us an enquiry with a note detailing why you would like to invest in Fawkner Property
  2. Read the documents we supply to ensure that you understand the related trust and Fawkner Property as a company
  3. Send any questions you have about the investment to the Investor Relation Team
  4. Identify if your SMSF has a corporate trustee. If so, an ASIC extract showing the directors of the company. A Trust Deed is required for all superannuation funds, showing the title page, schedule page and signature page. Photo ID is required as well as a Wholesale Certificate (if applicable)
  5. Send through all compliance documents to the Investor Relations Team, where a pre-filled application will be provided to you
  6. Return the original application to Fawkner Property and send funds to bank account given to you by the Investor Relations Team
  7. Units will be issued on the first business day of every month

How to invest with an SMSF

How to invest with an SMSF

Get in touch with us

Send us an enquiry with a note detailing why you would like to invest in Fawkner Property.

Read and understand our documentation

Read the documents we supply to ensure that you understand the related trust and Fawkner Property as a company.

Ask the Investor Relation Team

Send any questions you have about the investment to the Investor Relation Team. We are always happy to help and we will get back to you quickly.

Supply the Trust Deed and supporting documents

Identify if your SMSF has a corporate trustee. If so, an ASIC extract showing the directors of the company. A Trust Deed is required for all superannuation funds, showing the title page, schedule page and signature page. Photo ID is required as well as a Wholesale Certificate (if applicable).

Send us required documents

Send through all compliance documents to the Investor Relations Team, where a pre-filled application will be provided to you.

Finalise the application and payment details

Return the original application to Fawkner Property and send funds to bank account given to you by the Investor Relations Team.

Receive your trust units

Units will be issued on the first business day of every month.

Frequently asked questions

What does it mean that unlisted property trusts are ‘fixed term’?

All trusts have a fixed term – usually six or seven years – which is set out in the disclosure document. At the end of the term an Exit Offer is made to investors, giving them the chance to exit at a nominated exit price, determined by the trustee in accordance with the deed (Fair Value). If 75% or more elect to exit, the trust is wound up. If less than 75% wish to exit, buyers are found for their units at the Fair Value. Priority is given to existing unitholders to purchase the units at the sale price. If units remain unsold after six months, the trust is wound up.

What happens if the trust is extended?

If Investors do not vote to wind up the Trust at the Exit Offer, the trust will be extended for a time recommended in the report accompanying the Exit Offer. Essential Services Trust 1 will have a provision for annual minor liquidity events, if the trust continues after the Exit offer. These Limited Redemption offers will be for a specified number of units at Fair Value, up to 5% of the trust. Any redemption offer will be sent to all Investors and be subject to the trustee being satisfied that the offer is in the interest of all Investors.

Why do SMSF trustees in property trusts?

SMSF trustees invest in property syndicates to obtain reliable regular income payments, while protecting their capital from inflation.  Property syndicates provide regular income from monthly rent payment from tenants in commercial properties.  With annual rent increases, the value of the properties rises over time, keeping pace with inflation.

How does a commercial property syndicate compare to a residential property investment?

There are some important contrasts:

  • The syndicate is professionally managed, so you do not need to be involved in hiring managing agents, leasing decisions, capital expenditure decisions, and owners’ corporation meetings.
  • Capital expenditure is allowed for by the manager, so you will not need to come forward with more money to upgrade the property.
  • If there is a loss, your downside is limited to your investment, whereas in a geared residential investment, the lender has full recourse to your other assets.
  • Commercial properties are not subject to residential tenancies legislation, which limits the field of action of the landlord.
  • While residential property leases are for a maximum of one year, with a market rent review each year, commercial property leases are longer – sometimes longer than 10 years – and have fixed or CPI increases each year, giving greater certainty of income.
  • Dealings with commercial tenants are based on business principles, whereas dealings in relation to the principal place of residence of a tenant can have an emotional overlay.

Our performance history

Performance History – 31 January 2020

Return (%)
35%
30%
25%
20%
15%
10%
5%
21.50%
21.60%
17.25%
30.60%
15.70%
18.40%
11.40%
10.00%
10.50%
10.60%
8.50%
23.00%
8.20%
11.10%
3.00%
3.00%
11.00%
11.00%
8.75%
7.60%
7.50%
7.30%
8.40%
7.00%
2011 (Sold)
2011 (Sold)
2013
2014 (Sold)
2015
2015
2015
2017
BP Seaford, VIC
BP Vermont, VIC
Private Property Trust
Private Property Trust
Private Property Trust
Private Property Trust
Private Property Trust
Private Property Trust

Our current opportunity

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