Baron Monthly Income

Monthly Baron Income

To provide you with a stable income stream, related to opportunities in the Real Estate sector. The key objectives are providing the investor: 1) The ability to invest in Real Estate related opportunities with small amounts 2) A stable monthly return 3) Distribution of risk

$20,000

Min Invest

Months

Up to 14%

Expected Return

APPLY HERE

* Note that this is a No Obligation Expression of interest, you get to review the Offer Information Statement before making any decisions

** The information provided on this webpage is only a summary of the offer and may not contain all the information needed to determine if this offer is right for you. You should read the Offer Information Statement in its entirety which can be downloaded in the Download section below as well as on the Project application page once you press the APPLY HERE button.

Downloads

Offer Information Statement

Reference Documents

How It Works

Summary

Audited Statements

Product Details
Performance

Product Summary

Summary

➨ Up to 14% per annum fixed return
➨ Dividend paid monthly.
➨ Term - 12 months.
➨ $20,000 minimum investment.
➨ AUD $10,000,000 Targeted Capacity.
➨ Stable performance since inception at May 2017.
➨ Experienced team with expertise across property development, investment portfolio management and property finance.

Investor Distribution

Monthly distributions.

Investment Profile

Risks

Please refer to the Offer Information Statement for detailed information on the risks.

Target Returns

Targeted 10% Annually - distributed monthly

Return Paid As

Monthly dividends (unfranked), to the investors nominated bank account.

Taxation

The Australian taxation laws are complex and hence the comments provided below are necessarily general in nature. Investors should be aware that they may be affected by changes in taxation laws or the interpretation of these laws as well as changes in the administrative practices of the revenue authorities. Investors should obtain and rely upon their own taxation advice.

TAXATION TREATMENT FOR REDEEMABLE PREFERENCE SHAREHOLDERS DIVIDENDS Dividends received by Ordinary Shareholders will be included in Shareholder’s assessable income. The income received will be treated as income on the basis that the Redeemable Preference Shares are debt interests for income tax purposes.

TAXATION TREATMENT OF REDEMPTION OR REPURCHASE VIA CALL Any amount received on redemption of the Redeemable Preference Shares that exceeds the Principal Investment Amount will be treated in a similar manner to an unfranked dividend and will be included in the Redeemable Preference Shareholder’s assessable income.

Product Profile

Duration

12 Months

Current Status

Open for Investment

Risk

All investments are subject to risk and there are a number of risks which can impact on the performance of your investment, should they occur. Investments may not perform as expected resulting in a loss of capital or income or a failure to meet your investment objectives.

Before you decide to invest, you should give consideration to the risk factors, as well as other information contained in the Offer Information Statement.

How To Invest

Bank Westpac

Account Name Baron Monthly Income Ltd

BSB 033157

Account No 545982

SWIFT Code

Reference BMI (Use this while setting up a transfer)

APPLY HERE

* Note that this is a No Obligation Expression of interest, you get to review the Offer Information Statement before making any decisions

Project FAQs

WHEN DO I GET PAID MY MONTHLY INCOME?

The expected dividend date will be the 15th business day of each month.

ARE MY DIVIDENDS FRANKED?

No.

CAN I INVEST MORE THAN ONCE?

Yes, you can make multiple investments. Each will have a different start and end date for redemption purposes.

WHAT IS THE MONTHLY CUT OFF DATE FOR APPLICATIONS?

5pm on the 25th day of each month.

More questions/comments/concerns? You can post them here

Date of Progress	Description	Details
05/03/2019	Dividend Declaration	A Dividend of 12% annualized for the duration between 01-02-2019 and 01-01-1970 has been declared.
05/03/2019	Dividend Declaration	A Dividend of 10% annualized for the duration between 02-02-2019 and 01-01-1970 has been declared.
05/03/2019	Dividend Declaration	A Dividend of 10% annualized for the duration between 01-02-2019 and 01-01-1970 has been declared.
05/03/2019	Dividend Declaration	A Dividend of 10% annualized for the duration between 12-02-2019 and 01-01-1970 has been declared.
05/03/2019	Dividend Declaration	A Dividend of 10% annualized for the duration between 01-02-2019 and 01-01-1970 has been declared.
05/03/2019	Dividend Declaration	A Dividend of 7% annualized for the duration between 01-01-1970 and 01-01-1970 has been declared.
04/02/2019	Dividend Declaration	A Dividend of 10% annualized for the duration between 01-29-2019 and 01-31-2019 has been declared.
04/02/2019	Dividend Declaration	A Dividend of 10% annualized for the duration between 01-28-2019 and 01-31-2019 has been declared.
04/02/2019	Dividend Declaration	A Dividend of 12% annualized for the duration between 12-31-2018 and 01-31-2019 has been declared.
04/02/2019	Dividend Declaration	A Dividend of 10% annualized for the duration between 12-31-2018 and 01-31-2019 has been declared.
04/02/2019	Dividend Declaration	A Dividend of 7% annualized for the duration between 12-31-2018 and 01-31-2019 has been declared.
01/02/2019	Repurchase Declaration	Shares Repurchased by company at $1 per share.
10/01/2019	Dividend Declaration	A Dividend of 10% annualized for the duration between 12-10-2018 and 12-31-2018 has been declared.
10/01/2019	Dividend Declaration	A Dividend of 10% annualized for the duration between 11-30-2018 and 12-31-2018 has been declared.
10/01/2019	Dividend Declaration	A Dividend of 10% annualized for the duration between 11-30-2018 and 12-31-2018 has been declared.
10/01/2019	Dividend Declaration	A Dividend of 10% annualized for the duration between 09-30-2018 and 10-31-2018 has been declared.
10/01/2019	Dividend Declaration	A Dividend of 12% annualized for the duration between 12-17-2018 and 12-31-2018 has been declared.
10/01/2019	Dividend Declaration	A Dividend of 7% annualized for the duration between 11-30-2018 and 12-31-2018 has been declared.
05/12/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 10-31-2018 and 11-30-2018 has been declared.
05/11/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 09-30-2018 and 10-31-2018 has been declared.
01/11/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
01/11/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
18/10/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
18/10/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
03/10/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-31-2018 and 09-30-2018 has been declared.
03/10/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-31-2018 and 09-30-2018 has been declared.
03/10/2018	Fixed Dividend Declaration	A Fixed Dividend of 7% has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-01-2018 and 09-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 06-01-2018 and 07-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 08-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 08-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 08-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 08-01-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-01-2018 and 08-31-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 07-31-2018 has been declared.
06/09/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-01-2018 and 08-31-2018 has been declared.
23/08/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 07-01-2018 and 07-31-2018 has been declared.
30/05/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
30/05/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
02/05/2018	Repurchase Declaration	Shares Repurchased by company at $1 per share.
07/02/2018	Dividend Declaration	A Dividend of 7% annualized for the duration between 01-07-2018 and 02-07-2018 has been declared.
27/11/2017	Repurchase Declaration	Shares Repurchased by company at $1 per share.
27/11/2017	Repurchase Declaration	Shares Repurchased by company at $1 per share.
14/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-28-2017 and 08-31-2017 has been declared.
14/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-14-2017 and 08-31-2017 has been declared.
14/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-28-2017 and 08-31-2017 has been declared.
14/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-14-2017 and 08-31-2017 has been declared.
14/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-15-2017 and 08-31-2017 has been declared.
13/09/2017	Repurchase Declaration	Shares Repurchased by company at $1 per share.
13/09/2017	Dividend Declaration	A Dividend of 7% annualized for the duration between 08-01-2017 and 09-30-2017 has been declared.
16/08/2017	Please find a short video on Monthly Baron	A short video showing the benefits of Monthly Baron https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2FEstateBaron%2Fvideos%2F1306275949500926%2F&show_text=0&width=560

Monthly Baron Income

Min Invest

Months

Up to 14%

Expected Return

42

Investors

* Note that this is a No Obligation Expression of interest, you get to review the Offer Information Statement before making any decisions

Downloads

Reference Documents

EXPLAINER VIDEO

Product Summary

Summary

Security

Investor Distribution

Suburb Profile

Marketability

Residents

Investment Profile

Type

Risks

Target Returns

Return Paid As

Taxation

Product Profile

Developer

Duration

Current Status

Rationale

Risk

How To Invest

Bank Westpac

Account Name Baron Monthly Income Ltd

BSB 033157

Account No 545982

SWIFT Code

Reference BMI (Use this while setting up a transfer)

* Note that this is a No Obligation Expression of interest, you get to review the Offer Information Statement before making any decisions

Project FAQs

WHEN DO I GET PAID MY MONTHLY INCOME?

ARE MY DIVIDENDS FRANKED?

CAN I INVEST MORE THAN ONCE?

WHAT IS THE MONTHLY CUT OFF DATE FOR APPLICATIONS?

More questions/comments/concerns? You can post them here

Bank	Westpac
Account Name	Baron Monthly Income Ltd
BSB	033157
Account No	545982
SWIFT Code
Reference	BMI (Use this while setting up a transfer)

Monthly Baron Income

Min Invest

Months

Up to 14%

Expected Return

42

Investors

* Note that this is a No Obligation Expression of interest, you get to review the Offer Information Statement before making any decisions

Downloads

Reference Documents

EXPLAINER VIDEO

Product Summary

Summary

Security

Investor Distribution

Suburb Profile

Marketability

Residents

Investment Profile

Type

Risks

Target Returns

Return Paid As

Taxation

Product Profile

Developer

Duration

Current Status

Rationale

Risk

How To Invest

BankWestpac Account NameBaron Monthly Income Ltd BSB 033157 Account No545982 SWIFT Code ReferenceBMI (Use this while setting up a transfer)

* Note that this is a No Obligation Expression of interest, you get to review the Offer Information Statement before making any decisions

Project FAQs

WHEN DO I GET PAID MY MONTHLY INCOME?

ARE MY DIVIDENDS FRANKED?

CAN I INVEST MORE THAN ONCE?

WHAT IS THE MONTHLY CUT OFF DATE FOR APPLICATIONS?

More questions/comments/concerns? You can post them here

Bank Westpac

Account Name Baron Monthly Income Ltd

BSB 033157

Account No 545982

SWIFT Code

Reference BMI (Use this while setting up a transfer)