** 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 Information Memorandum in its entirety which can be downloaded in the Downloads section below as well as on the Project application page once you press the APPLY HERE button.
➨ Dividend paid monthly.
➨ Investment Horizon 12 to 24 months.
➨ $20,000 - targeted 10% p.a.
➨ 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.
➨ Updated supplementary Offer Information Statement coming soon allowing a higher target return of 10% p.a.
Mortgage security on the real estate assets against which the money is being lent.
Monthly distributions capped at 10% annual return.
Please refer to the Offer Information Statement for detailed information on the risks.
Targeted 10% Annually - distributed monthly
Return Paid As
Monthly dividends (unfranked), to the investors nominated bank account.
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.
12 to 24 Months
Expressions Of Interest
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
|Account Name||Baron Monthly Income Ltd|
* Note that this is a No Obligation Expression of interest, you get to review the Information Memorandum before making any decisions
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?
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.