Accounting FAQs

Can I invest via a Trust or SMSF?

Yes. If you do not already have the Trust or SMSF created, please speak to your accountant to organise this.

Once the Trust/SMSF is ready, send the details to us and our Legal Team will draft the Investment Agreement.

You can also invest in your personal name and have it amended to a Trust/SMSF later via a Deed of Amendment from our Legal Team.

Is the investment a managed fund?

No. The investor holds Class A Preferential Shares in a Company.

How is the investment secured?

The investment is secured against the Land via Class A Preferential Shares in the Company that owns it. As a preferred equity holder, investors have a higher claim to the property’s value compared to other stakeholders, ensuring that they have the first right among equity holders to recoup their initial investment.

Is there a requirement to be a wholesale investor?

There is no requirement to be a wholesale/sophisticated investor for this investment as investors are a shareholder of preferred equity shares.

Can the terms within the Shareholder Agreement be adjusted?

The Shareholder Agreement is governed by the Company Constitution. The terms and clauses within the agreement are unable to differ from client to client. However, if your accountant requires further clarification on the agreement terms or has specific project related questions, feel free to email our legal team.