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In the Spot Light

Cromwell Riverpark Trust

With world markets continuing to experience volatility and interest rate cuts reducing the yields offered by cash and fixed interest products, Cromwell is creating a simple investment alternative.

The Cromwell Riverpark Trust is a ‘back to basics’, single property syndicate which has the Queensland Government owned corporation Energex Limited as the major tenant.

Features of the Trust:

  • 8.25%p.a.1 monthly distributions forecast from date units are issued, increasing to 8.50% pa upon building practical completion
  • 100% tax deferred distributions forecast to 30 June 20122
  • 7 year investment term
  • Sensibly geared with a 55% gearing ratio
  • Potential for capital growth1
  • Simple transparent structure with no capital support of distributions

Cromwell is an Australian property investment company with a proven track record of developing high quality, high yielding investment products. With investor returns relying on the continued occupancy and improvement of the portfolio, Cromwell is committed to internal property management for its $1.7 billion assets under management.

Cromwell Riverpark Trust
Issue Price:
$1.00 per unit
Minimum Investment:
$10,000
Amount Sought:
$91,000,000
Expected Close Date:
29th April 2009
Disclosure:
InvestSMART will rebate 100% of the 4% sales commission. There are no trailing commissions on this product.

Documents & Links:

- Product Disclosure Statement

- Request a Product Disclosure Statement by Post

- Product Summary

- Lonsec Research Report


Contact InvestSMART on 1300 880 160 for more information.

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All information relates to A Class Units in the Cromwell Riverpark Trust.
(1) Distributions and capital growth are not guaranteed. Initial distribution forecast to 30.6.10, subject to assumptions and risks in the PDS.
(2) 100% tax deferred distributions forecast to 30.6.12. The proportion of tax deferred distributions is dependent on a number of factors (for example building amortisation and depreciation of plant and equipment) and may vary from year to year. Deferred tax may be payable, in whole or in part, on the sale, transfer or redemption of units in the Trust.

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IMPORTANT : InvestSMART Financial Services Pty Ltd makes no recommendations as to the merits of any investment opportunity referred to in this email or its related websites. Before making any investment decision on the basis of any reports or information provided you must read the disclosure document and make your own investigations regarding the accuracy, reliability and completeness of this information. This information has been prepared for distribution over the internet and without taking into account the investment objectives, financial situation and particular needs of any particular person. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.

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