Australian Unity Specialist Disability Accommodation Fund
A Fund that focuses on acquiring and developing high-quality Specialist Disability Accommodation (SDA) in attractive locations to support Australians living with a disability (NDIS Participants). (For Wholesale Investors only)
We invest in social infrastructure and sustainable communities to support the wellbeing of all Australians. This encompasses a wide range of physical assets to support social services and improve quality of life. It includes retirement living and aged care facilities, student accommodation, healthcare, social and affordable housing, childcare and disability housing.
The Specialist Disability Accommodation Fund (the Fund) is a wholesale fund that focuses on investing in high-quality Specialist Disability Accommodation (SDA) in attractive locations to support Australians living with a disability. The Fund acquires and develops market leading SDA properties for occupation by National Disability Insurance Scheme (NDIS) Participants.
The features of investing in the Fund are:
- Managed by an investment manager with skilled employees who have extensive experience in the property industry.
- A unique opportunity to invest in a Fund which owns properties certified to be enrolled with NDIA as SDA;
- Access to a diversified portfolio of specialist disability accommodation properties and related assets, which will include some strategic assets with the ability to enhance income and the potential for capital growth over the medium to long-term.
- Regular income distributions, together with the opportunity for capital growth over the long term.
- Potential for tax deferred income.
Since inception the Fund has established a portfolio of SDA dwellings which underpins current performance and provides a strong platform upon which to grow future acquisition and development.
- SDA dwellings are defensive investments supported by an attractive Government funded income stream.
- There is significant unmet demand for additional SDA dwellings across varying locations, building types and design categories.
- SDA payments are subject to ongoing indexation and benchmarking to ensure relative performance in changing environments.
- Australian Unity has employed experts in the asset class to ensure the Fund navigates the nuanced scheme, to optimise outcomes, opportunities and manage risks.
Units in the Australian Unity Specialist Disability Accommodation Fund are issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No. 234454. Information provided here is general information only and current at the time of publication and does not take into account your objectives, financial situation or needs. In deciding whether to acquire, hold or dispose of the product you should obtain a copy of the Information Memorandum (IM) and seek professional financial and taxation advice. Only wholesale clients are permitted to invest in the Fund.
This objective is a statement of intent, and there is no guarantee that the Fund will achieve the outcomes required to meet the objective.
Australian Unity has a distinguished track record in providing innovative health solutions to its customers and members dating back to 1840, being one of Australia’s oldest member-owned companies. Australian Unity’s ambition is to serve and enhance the wellbeing of members, customers and the community.
Australian Unity’s Wealth & Capital Markets platform brings together the Investments, Property, Life & Superannuation, Advice and Trustee Services businesses of the Australian Unity Group. The fundamental purpose of Australian Unity Wealth & Capital Markets is to link valuable efforts in helping Australians secure their financial wellbeing
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Jacob joined Australian Unity in 2021 as the Fund Manager for the Specialist Disability Accommodation Fund. As the Fund Manager, Jacob is responsible for the execution of equity and debt funding strategies, fund performance, managing risk, new acquisition and development opportunities to maximise returns for investors and achieve the intended sustained positive social outcomes.
Prior to joining Australian Unity, Jacob managed Bank Australia’s Impact Finance business. In this role he was responsible for establishing debt funding for a range of social infrastructure assets and was most notably involved with a majority of all SDA debt transactions in the country to date.
Jacob is a founding Director and Treasurer of the Specialist Disability Accommodation (SDA) Alliance Ltd. (the Alliance), a Not for Profit entity established to provide a unified voice to better support development of a diverse and sustainable SDA market.
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://www.australianunity.com.au/, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
Statutory Statement
This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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