AUSTRALIAN SECURITIES PROPERTY FUND · Direct Property Investment with the Australian Securities ....

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Private Fund since 1925 Direct Property Investment AUSTRALIAN SECURITIES PROPERTY FUND

Transcript of AUSTRALIAN SECURITIES PROPERTY FUND · Direct Property Investment with the Australian Securities ....

PrivateFundsince1925

Direct Property Investment AUSTRALIANSECURITIESPROPERTYFUND

Direct Property Investment with the Australian Securities Property Fund

The ASPF is an unlisted property fund where investors have an opportunity to own commercial real estate.

Investors are given control over their investments with a choice of property types that best suit their particularwealth strategy. Investment terms usually range from 5-7 years to achieve the optimum in capital growth.

Investors are not required to provide the full amount tofund a property purchase. If they choose to, they can investwith other like minded investors under a managed scheme. The schemes are operated individually from one another with the title registered in ASL’s name held in trust for the investor affording investors protection for their investment.

During the investment period, ASL manage the property and tennants. There are no hidden fees with complete disclosure in every investment scheme.

Investors can choose between growth or income assets from a mix of different property types, with target returns in some cases up to 10% over the term of the investment.Property investment options include leasing, propertydevelopment and refurbishment which can greatly enhance the potential for capital growth over the 5 - 7 year term.

The funds performance can be viewed on the last page of this pdf. It identifies property acquisitions, their Capital Growth, forecast Yield or Yield to date.

About the Fund Manager

Australian Securities Limited (ASL) is the Responsible Entity and Custodian appointed to manage the Fund on behalf of its Members. ASL has a proud history in property related financial services and has been managing investor funds for over 90 years.

Features and benefits of the the Australian Securities Property Fund

• Potential for capital growth with propertyinvestments ranging from 5-7 years

• Monthly income distributed from property leasing

• Potential for future capital gain benefits at end ofinvestment period

• An opportunity to invest in many commercialproperties offering a mix of income vs. growthassets

• A registered investment scheme that allowsinvestors control over their investment

• Investors have direct ownership of property,while ASL manage the property and tennants.

• The Fund invests in quality properties predominantlyMelbourne Metropolitan area

• Commercial, Industrial, Retail and Residential marketsectors

• $50,000 minimum investment

• No withdrawals during the investment term

• Not a pooled fund - Investor funds are allocatedspecifically to an individual Property Sub-scheme

• Independent valuations instructed by ASL

• No hidden fees

• An investment company with experiencein property securitization since 1925

• Low management fees.

• Low debt-value ratio

• Quality commercial properties with qualitytenants

• Quarterly investment reporting

TheAustralianSecuritiesPropertyFundoffersinvestorstheopportunitytopurchasecommercialpropertythatprovidesanincomestreamandpotentialcapitalappreciation.Itisauniqueinvestmentfund,offordinginvestorsprotectionfortheirinvestment.Itisnotapooledfund.

Key criteria the Australian Securities Property Fund looks for when acquiring properties

• Location• Quality tenants• Long-term leases with term to sustain rental growth• Property markets where vacancy rates are low or falling• Potential for capital growth

Who invests in the Australian Securities Property Fund?

The Fund caters for anyone seeking an immediate income and the potential for future capital growth, ideally suitable for:

• Self Managed Superannuation Funds• Retirees• Individuals seeking a regular monthly income• Trustees• Institutions• Charities and Foundations

Product Disclosure Statement and Property Description Certificate:

Contains all relevant information for an investor to consider registration as a Member of the ASPF and investment into a specific Property Sub-scheme, such as: • Property Overview• Tenancy Details• Fees• Estimated Annual Property Expenses• Photos of the property

Corporate profile and governance:

• Australian Financial Services license Registered andregulated ASIC Scheme

• Self –custodian with high NTA• Independent Board of Directors• Compliance & Trust Auditors• PI Insurance

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Disclaimer: Performance of each property is dependent on a range of factors identified in the Fund PDS for the sub-scheme holding each property. Investment outcomes from existing properties highlights a spread of investment outcomes and should not be relied upon for future investment decisions. ASL does not provide investment or financial advice to members or general public.We do not know the extent of your financial position or requirements. You should only invest in the Fund after giving careful consideration to your personal needs, the risks of this form of investment and your personal investment strategy.Before making any investment you may wish to seek independent advice.

A Product Disclosure Statement for the ASPF is now available.Please register your interest via the Apply link on the ASL websiteand a PDS will be forwarded to you. The Fund Manager is currently reviewing several potential properties for acquisition. If you would like to consider these properties for investment, or to dicuss your investment options further, contact our investment manageron 1300 275 275.

Australian Securities Limited manage several funds that offer investor choice & control, added security of investment and regular monthly income.

Direct Property Investment

COLLINGWOOD - RETAIL Investment Type: Capital Growth

Investment Status: Fully Allocated

Location: Collingwood, VIC

Acquisition Date: September 2012

Capital Growth since inception 12.10%

FOOTSCRAY – LAND Investment Type: Capital Growth / High Risk

Investment Status: Fully Allocated

Location: Footscray, VIC

Acquisition Date: December 2014

Capital Growth since inception 31%

Planning Permit-12 level Residential Development - Sale to Developer

TRUGANINA - INDUSTRIAL Investment Type: Income

Investment Status: Fully Allocated

Location: Truganina, VIC

Purchase Price Yield: 8.34%

Total Target Return: 10.23%

Current distribution Yield: 7.74% - Paid month-ly (Net of Fees and Expenses)

NUNAWADING - INDUSTRIAL Investment Type: Income

Investment Status: Fully Allocated

Location: Nunawading, VIC

Acquisition Date: November 2014

Total Target Return: 9.21%

Current distribution Yield: 8.51% - Paid monthly (Net of Fees and Expenses)

SUNSHINE WEST - INDUSTRIAL Investment Type: Income

Investment Status: Fully Allocated

Location: Sunshine West, VIC

Recent Acquisition: August 2015

Total Target Return : 9.3%

Recent Property Fund acquisitions yielding positive returns

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AustralianSecuritiesLimitedLevel29,140WilliamStreetMelbourneVic3000Tel:1300275275|Fax:0396022296E-mail:[email protected] PrivateFundsince1925

12.10%CAPITALGROWTH

CAPITALGROWTH

31%

10.23%

8.51%

9.3%

CURRENTYIELD

TARGETRETURN

TARGETRETURN

PRIVACY REQUEST

BY INVESTORS

PRIVACY REQUEST

BY INVESTORS