Macquarie Direct Property Fund (MDPF or the Fund) is an open ended, unlisted property fund that aims to provide investors with regular, tax effective income returns from a portfolio direct property and listed property securities.

 

The Fund is well positioned to grow with a view to enhancing investor returns by seeking to take advantage of some of the opportunities within Macquarie's global property investment pipeline. Opportunities may include direct property acquisitions in Australia and overseas, future sub-underwriting of issues of securities in Macquarie managed property funds, and investing in Macquarie property trusts pre-Initial Public Offering.

 

Reasons to Invest

• access the opportunity for regular quarterly income payments

• potentially benefit from enhanced returns by participating in a wide range of property investment activities

• gain exposure to capital growth potential that may be realised by daily unit pricing

• enjoy the flexibility of a daily limited liquidity available from, the ability to increase investment at any time, as well as a distribution reinvestment plan

• enjoy peace of mind by investing in a Fund with geographic and tenant diversification and a mandate to invest in listed property securities that derive income primarily from property rentals

• potentially enjoy higher after tax returns due to a tax deferred component on investor income

 

Features

4.0% fee discount

Projected income 8.0%

Projected tax benefits 100%

Minimum investment $10,000

Distributions paid quarterly

Liquidity facility

 

Fees, Charges and Commissions

There is normally a 4% entry fee on this investment, however we will rebate 100% of this so you pay no entry fee, providing a 4% fee saving. We will receive a 0.40% trail from the MER of the fund that does not alter your ongoing fees.

 

 

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.