Establishing & Supporting
Australian Property Funds
Specialising in developing innovative property funds that
maximise investor returns, against the clock !
Services
National Wealth provides Project Sponsor & Fund Sub-Management Services. This involves us sourcing, evaluating and establishing innovative property funds, working closely with a team of Fund Management, Fund-Raising & Project Development specialists.
Services
Project Feasibility
Financial Modelling
Due Diligence
Fund Documentation
National Wealth provides a full range of Property Fund Sub-Management Services, conducting a Project Feasibility, Due Diligence, Financial Modelling and preparing Fund Disclosure Documentation.National Wealth works with trusted Fund Managers who hold Australian Financial Services Licences (“AFSL”), Property Development Professionals and Fund-Raising Specialists who hold ASIC general advice authorisation.
Have a Property Development Project you want to Pitch?
If you have an innovative idea for a Property Fund, a property that suits our fund thematics or specialist skills that can improve the Quality, Cost and Time of our projects, make a Pitch to us.
General Advice
National Wealth Financial Services is also authorised to provide General Advice to retail and wholesale clients on:
Deposit and payment products
Life Insurance Products
Managed Investment Schemes
Securities
Superannuation
Request a free consultation
Send us a few details about yourself and we would be delighted to discuss with you our services.
Funds
National Wealth focuses is on establishing property funds that have in-demand-thematics, such as Secure Senior Living, Lifestyle Eco Resorts and Social Housing
Lifestyle Eco Resorts
Secure Seniors Living
Social Housing
About Us
National Wealth focuses is on establishing property funds that have in-demand-thematics, such as Secure Senior Living, Lifestyle Eco Resorts and Artist Communities.
Our Vision
To bring powerful property development ideas to fruition in an ASIC registered & regulated Property Fund structure that provides a governance structure to maximise returns to investors.
Our Mission
To understand the key driver of our partner’s expectation and to deliver an excellent and client focused Project Sponsorship & Fund Sub-Management Services of the highest professional standard.
Our Values
Your Success is Our Success.
National Wealth receives a Performance Fee – per project development cycle – as the Sub-Manager of ASIC registered Managed Investment Schemes, as part of project management arrangements.
About us
At National Wealth our team of highly experienced team that provides a full range of wholesale trustee services partnering with our clients to create solutions that streamline operations, improve governance, and support the accelerated growth of funds.
We will provide all fund services to enable investment managers to focus on their investment activities. The company can provide expert advice on structuring your MIS and will work closely with your solicitors to help ensure that the scheme is properly documented in a timely manner and at an appropriate cost.
Our trustee services for managed investment schemes enables investment managers to be able to pool investors funds in a manner that complies with the requirements of the Corporations Act 2001 and the Australian Financial Services regime.
Types of Funds
We invite enquiries from investment managers who are interested in setting up a wholesale fund that will invest in
one or more of the following assets:
Domestic Equities
International Equities
Property including passive and development funds
Mortgage funds-pooled or contributory
Alternative investments such as previous metals and cryptocurrency
Fund Administration and Registry
The company also provides a full fund administration service including issuing and redemption of units, unit pricing as required, investor portal, paying distributions, sending annual tax statements, fund accounting, etc. We use current technology and provide a registry service to record unitholders holdings and to be able to communicate with investors in an efficient manner.
Our Uniqueness
The dimensions of Quality, Cost & Time are all critical drivers in our Property Fund Design, but for investors, we recognise that time is of the essence: A 20% return on a 2-year property development project is good (10% pa), but The same project distributing returns in 1-year is 2X better (20% pa) which is why we work against the clock.
Have a Property Development Project you want to Pitch?
If you have an innovative idea for a fund, a property that suits our fund thematics or your specialist services can improve the Quality, Cost and Time of our projects, contact us NOW
Talk to our experts today about how we can help you launch and grow your fund