As SOGIF approaches the completion of its direct property acquisition phase, the Directors have resolved to temporarily close the Fund to new and additional (top-up) applications effective 30 June 2026.

This decision reflects the Fund’s transition from intensive acquisition of direct property assets to a more mature portfolio management phase. Automatic Investment Plan (AIP) contributions and distribution reinvestments will continue without interruption, as will unit transfers and subscriptions from the Passive Income (USA Commercial Property) Fund.

From 2027 onwards, it is presently intended that the Fund will re-open for new and additional applications twice per year, for approximately one month on each occasion, with specific dates to be communicated in advance.

Considering the above, investors who are considering making a new or top up investments will need to have completed their application prior to 30 June 2026, or else wait until the next opportunity which is not expected until at least 2027.

Late Friday afternoon we completed a scheduled rent review at one of SOGIF’s properties that may result in a highly favourable outcome, and has the potential to add a significant amount to the property’s value (pending confirmation by an independent valuer). More information will be posted when it comes to hand.

We advise that effective from 1 April 2025, Plantation Capital Limited, as the Responsible Entity of the Strategic Opportunities (Growth & Income) Fund (ARSN 668 357 837) will make a voluntary Redemption Offer pursuant to section 601KB of the Corporations Act 2001 to its Unitholders.

The terms of the Offer were communicated to Unitholders via email on 25 March 2025. Further information outlining how to complete a redemption application can be found here.

Please contact us if you have any questions.

The auditors have now signed off on SOGIF’s interim financial statements for the half year ended 31 December 2024. They can now be viewed here.

The Fund has now re-opened for new and top up applications. A discount of 10% is available for those who invest (new, top up, AIP) on or before 30 June 2024.

On page 16 of the Product Disclosure Statement there is text that identifies that FIGOS Services Pty Ltd (FIGOS) is owned 50% by a party related to director Paul Harper, and 50% by a party related to director Steve McKnight. Due to an internal restructure, FIGOS will be owned 100% by a party related to director Steve McKnight until such time as Sharper Capital Limited has received an Australian Financial Services License and has been appointed SOGIF’s responsible entity.