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Super Fund Borrowing  Trusts for SMSF's.

This facility, called the Super Borrowing Installment Trust,  is designed for Self Managed Super Funds ("SMSF") who wish to borrow funds in their SMSF to purchase real property. The servcie is a 'one stop shop' solution and available to Accountants, Finance Brokers, Financial Planners, and Trustees SMSF.

click here to Register your interest for an Information Memorandum

Wholesale Investors

There is a whole world of investment opportunities that, traditionally, has been the exclusive preserve of institutions and wholesale investors. However, if you qualify as either a "experienced", "sophisticated" or "professional" investor (as defined by the Corporations Act), First Charter can give you access to some of these opportunities - sometimes on an exclusive basis.
Offers may include:

  • Wholesale Managed Funds or Property Syndicates
  • Pre-IPO Capital offers - to invest in companies at seed or mezzanine levels, prior to their IPO and often at discount to the IPO price
  • Income Yielding Preference Share issues
  • Equity placements
  • Private Equity