CFMG Land and Opportunity Fund
The Fund is an unlisted managed investment scheme which invests in the development of residential land subdivision projects.
The Trust is an unlisted registered managed investment scheme which will invest in financing the development of residential real property sites that meet certain criteria as determined by the Responsible Entity (each a Property Development).
While the specific features of each site will be detailed in a supplementary product disclosure statement (Supplementary PDS or SPDS) applicable to the particular site, the following general criteria shall be used to identify each targeted Property Development:
- Proximity to a major capital city;
- Population growth and demographics of the locality;
- Proximity to existing and proposed competing land estates (particularly master planned communities);
- Proximity to key planned infrastructure projects;
- Employment opportunities;
- Lifestyle choices including schools, family security, transportation and recreation; and
- Purchase price equal to, or less than, an independent valuation.
The PDS sets out the general terms which apply to all Offers of Units in the Trust. Subject to the terms of the Constitution, the Responsible Entity will issue a different class or subclass of Units (Class) and a SPDS for each Property Development pursuant to a subscription agreement or loan agreement. There may be different subclasses of each class of Units within each Property Development. Each SPDS will contain specific terms of a particular Offer (and an Offer will only relate to financing a particular Property Development) including a summary of the key terms of the subscription agreement.
Each Class shall be issued for a term with one lump sum distribution payable (subject to availability) at the end of the term that Class (i.e. upon redemption of those Units).
Please note, past performance is not a reliable indicator of future performance. Receipt of the anticipated return (or return of the invested capital) is dependant on the successful completion of the project as outlined in the SPDS and may not arise. Prospective investors should carefully consider the PDS and SPDS including the risks outlined in those documents before making any investment decision in connection with this investment. CFMG Equity and Income Funds Limited ARSN 602 610 006. AFSL 291 390. See our Target Market Determination at https://bit.ly/3acISlk
The Responsible Entity is an experienced fund manager who has been the manager and responsible entity of the CFMG Land and Opportunity Fund ARSN 602 610 006 since its inception in November 2016. The experience and track record of the Responsible Entity is also gained through its role as manager and responsible entity of the Trust which since its inception in July 2021 has, in respect of capital that has fallen due for redemption, returned 100% of the capital to investors. However note that past performance should not be relied upon as indicative of future performance.
The Board and the management team of the Responsible Entity have significant experience in banking, finance, property development, accounting, taxation and general management.
Scott is a founding Director of both the residential land development and income fund businesses of CFMG Capital.
After five years as a solicitor in private practice advising a wide range of clients including State Government departments, publicly listed and private companies, Scott joined a private development and financial services group where his responsibilities included management of the group’s legal requirements and obligations, project management and broad acre land acquisitions.
From 2008, Scott has been actively involved in overseeing the governance and compliance obligations in relation to residential land development companies.
Scott holds Bachelor degrees in Law and Accountancy, a Graduate Diploma in Urban and Regional Planning and has more than 20 years broad experience in the property development and finance industries.
With close to 15 years experience in management, marketing and strategy development, Andrew brings to the group an in-depth understanding of property and financial services sectors through senior marketing and operations roles at AMP, Devine Limited and Ausbuild.
With significant involvement in the sales, marketing and leasing of in excess of $2.5 billion worth of residential, retail and commercial property in Queensland, New South Wales, Victoria and South Australia, Andrew brings experitise throughout a project lifespan from acquisition to final settlement.
Andrew has also worked in large organisations in specialist strategic marketing positions such as Suncorp & Australian Insurance Holdings and holds a Bachelor of Business (Management) specialising in Marketing, Human Resource Management and Industrial Relations and has commenced a Masters Degree in Property Economics.
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The return is targeted between 8.95% to 11.95% per annum when investing via the CFMG Land and Opportunity Fund and is dependent on the mitigation of the risk outlined in the relevant PDS.
The return is generally paid upon completion of the term in accordance with the terms outlined in the SPDS. Eg. 12% per annum over a 3 year term will result in a 36% return on investment at the completion of the 3 year term.
The minimum investment is just $25,000 via the CFMG Land and Opportunity Fund and the CFMG First Mortgage and Income Fund.
The average investment for first time investors is approximately $35,000. The average investment across the entire investor base is just under $100,000.
While you can pick which project you invest in, they all have a variable term determined by their size, location and other relevant factors. These terms usually vary between 18 months and 3 years.
Generally, no, prospective investors should expect that the capital they have invested will remain in the investment opportunity for the duration of the advertised term.
CFMG Capital are an AFSL License holder and regulated by ASIC. All offers are via a Product Disclosure Statement and give the peace of mind of a fully regulated environment. Over 1000+ active investors have invested over $90m in our opportunities – many of them several times over – enjoy this peace of mind. We don’t endorse, or involve ourselves in any unregulated offers.
Yes, you can! The CFMG Land and Opportunity Fund has proven to be extremely popular with SMSFs, and while we didn’t specifically design the fund to target SMSF investors, over 80% of the funds invested with us come from SMSF Trustees. However, we are not able to provide you with financial advice and recommend you consult with a trusted and qualified financial advisor before making a decision to invest with CFMG Capital.
Yes, you are able to invest any cash you legally control whether it be surplus savings, released equity or a personal loan. However, we are not able to provide you with financial advice and recommend you consult with a trusted and qualified financial advisor before making a decision to invest with CFMG Capital.
CFMG Capital have completed developments in Brisbane, Gold Coast, Sydney and Melbourne. The preferred area for development is driven by market conditions at the time of assessment.
CFMG Capital have been operating since 2008 and have a team with decades of experience at major ASX listed financial services and development companies.
Easy – Simply schedule a call with one of our Investment Consultants, who will run through the projects with you, send you a copy of the relevant SPDS and the application form for the specific project. Click Here to schedule a call.
Statutory Statement
The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. An investment in the product is not a bank deposit and investors risk losing some or all of their money. 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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