What Types Of Entities Can Invest In The Fund?

The following entities can make an investment in the Fund:

Individuals

Including in joint names and on behalf of children.

Regulated Trusts

Including self-managed superannuation funds (SMSFs), with either individual or corporate trustees.

Unregulated Trusts

Including family trusts and unit trusts, with either individual or corporate trustees.

Partnerships

Partnerships of two or more of the above entities. Please contact us on (03) 8592 0270 fur further information.

Foreign Individuals & Foreign Entities

Non-Australian citizens (i.e. foreign individuals and foreign entities) may be eligible to invest in limited circumstances. Please call us on (03) 8592 0270 to discuss your eligibility.

General Advice Warning: This information is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider the PDS issued by Plantation Capital Limited ACN 133 678 029 AFSL 339481 in deciding whether to acquire an interest in the Strategic Opportunities (Growth & Income) Fund. Past performance is not a reliable indicator of future performance. No earnings estimates are made.