The open-ended Becton Industrial Trust is an unlisted property trust that has been expanded with the addition of properties, making a total of 28 with an asset value of $231m.  The portfolio's diversification has been improved away from its WA focus to a national profile.  All properties will be located in an established or zoned industrial precinct within the metropolitan boundaries of a capital or regional city of Australia.

 

Features

2.0% Cash Rebate

Investment Term is open-ended

Minimum Investment $20,000

Projected unit yield Retail (pre-tax) 8.6%

Projected tax benefits 66%

Distributions paid Monthly

MER ratio (total assets) 0.64%

Property Type Industrial 100%

 

Fees, Charges and Commissions

As with all unlisted property trusts we will be paid a distributor fee, this is equal to 3.0% of the funds that you invest and no ongoing commission. If this investment is lodged through us we will rebate directly to you the 2.0% upfront commission that we receive. keeping 1% for administration costs. A 0.25% trail is received from the MER of the fund.

 

Further Information

For further information please download any of the following files or right click on the button and 'save target as' to download to your computer (all files are in *pdf format):

 

 

 

 

60% finance is available for this investment through Macquarie Bank With Macquarie Property Access you can borrow 60% of the funds required to invest in this unlisted property trust. The loan is for a 3 year period and there are three interest rate options for lenders. The minimum loan amount is $50,000, and given that a 60% loan is provided this equates to an investment in the property trust of $84,000 ($50,000 loan and $34,000 of your own funds). Additional features include no margin calls available for individual, joint, company or trust applicants 2.1% establishment fee, we will rebate 1.0% of this to you potential for tax deductions on loan interest minimum loan amount $50,000   Loan Type Interest Variable monthly in arrears 8.90% 1 year fixed, paid in advance 8.90% 3 years fixed paid in advance      9.00%   Further Information For further information please download any of the following files or right click on the button and 'save target as' to download to your computer (all files are in *pdf format): Loan Application (390k) Lonsec Research (850k) Loan Flyer (650k)

 

IMPORTANT : This information has been prepared without taking into account your investment objectives, financial situation and particular needs. National Financial Solutions Pty Ltd (the authorising licensee) makes no recommendations as to the merits of any investment opportunity referred to on this site or via email correspondence. All indications of performance returns are historical and can not be relied upon as an indicator for future performance. Any investment decision in the products listed is entirely yours. NFS bears no responsibility for the appropriateness of the investment to your circumstances.  NFS will not be held responsible for the performance or security of any investment going forward. Furthermore NFS recommends that you seek advice from an independent person as to the appropriateness of any investment that is placed through our service.