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.
Our team is ready to help you with any questions you may have about our commercial property investments.
Contact usSend us an enquiry with a note detailing why you would like to invest in Fawkner Property.
Read the documents we supply to ensure that you understand the related trust and Fawkner Property as a company.
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.
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 through all compliance documents to the Investor Relations Team, where a pre-filled application will be provided to you.
Return the original application to Fawkner Property and send funds to bank account given to you by the Investor Relations Team.
Units will be issued on the first business day of every month.
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.
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.
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.
There are some important contrasts:
Performance History – 30 June 2020
Essential Services Trust No. 15 has been created to provide investors with consistent and reliable investment income, as well as capital growth potential. It is designed to protect your capital investment through diversity in the type and location of the trust assets.