Please find below responses to some frequently asked questions in relation to investment in Fawkner Property unlisted property trusts.
If you have any further questions that are not covered below, please contact our Investor Relations Manager Natasha Bax and we will assist you personally.
Please complete the “register your interest” form on this website and we will be in contact with you shortly on how to invest.
You can download a form from the investor centre on the website. Please complete, sign and return to our office via email to firstname.lastname@example.org or mail to our office Level 8 / 468 St Kilda Road, Melbourne VIC 3004.
Alternatively, you can also send an email to email@example.com with your new details. A team member from investor relations will call you to confirm the details are correct and issue confirmation of new details registered.
Distributions are paid monthly directly into your nominated bank account. Distributions are paid monthly in arrears and paid on or around 21st of each month. For example, the distribution for the month of January is paid on or around 21st February.
Your monthly distribution will be designated with “Fawkner” plus the trust number.
You can send your query to firstname.lastname@example.org or contact our office on
(03) 9856 4577.
Updates on the properties and trust will be emailed to you on a half yearly basis. We may send you additional updates when any material changes occur.
Fawkner Property will issue tax statements approximately end of August each year.
You can download a form from the investor centre on the website. Please complete, sign and return to our office via email to email@example.com or mail to our office Level 8 / 468 St Kilda Road, Melbourne VIC 3004. Fawkner Property will then send copies of all communications to your nominated accountant or adviser.
As the purpose of the Trusts are to invest in real estate assets with limited liquidity, please refer to the applicable Information Memorandum provided for redemption offers and liquidity events.
The Trustee is not required to issue a certificate of Unit holding to Investors. However, the Trustee must provide Investor with investment confirmation statement of their Unit holdings after accepting their Applications and at any later time on request from an Investor.
Yes, you may arrange to sell your units at anytime by way of transfer. A transfer form can be downloaded from our website.
Units may be transferred, subject to approval by the Trustee and subject to the maximum ownership restriction (refer to Summary of the Trust Deed in the Information Memorandum). Any transferee will be subject to identification procedures under the AML Requirements. A transfer form can be conveniently obtained by contacting the investor relations team at firstname.lastname@example.org or (03) 9856 4577.
If you request Fawkner property to assist you in selling your units and you have set/agreed a price for your units, we will write to the existing unitholders to advise there are units on offer to purchase at the requested price.
Fawkner property charges an arrangement sale fee of 1% plus GST on the total unit sale price.
Please email your request to email@example.com and we will email a copy to you.
Please consult your financial adviser or contact Fawkner Property using the contact form below.