268 Fund accepts investments from wholesale, experienced and sophisticated investors as defined under the Corporations Act 2001 (Cth).

Yes. Investments may be made through a Self-Managed Super Fund (SMSF), provided the trustee meets the wholesale investor requirements. You will be required to provide your SMSF trust deed and trustee details during the application process.

Investments are generally illiquid for their term. Early withdrawal is not typically available and may be subject to fees and conditions outlined in the IM and SIM. If a suitable replacement investor is found, an early transfer may be considered. Please contact us to discuss your options.

Returns are generally treated as income for tax purposes. Please speak with your accountant or financial adviser for personal tax advice.

Yes. Contact us to arrange a site tour with our project manager.

To begin the process, please contact our team at invest@268fund.com.au or call 03 9002 1868 to request an application form.

Once your application has been approved, you will be provided with details of current investment opportunities available through the Fund.

A wholesale investor is an individual or entity that meets certain financial criteria under the Corporations Act 2001 (Cth), allowing them to access investment opportunities that are not available to retail investors.

You may qualify as a wholesale investor if you meet at least one of the following:

• Net assets of at least $2.5 million, or
• Gross income of at least $250,000 per year for the past two financial years (certified by a qualified accountant), or
• Invest $500,000 or more in a single investment offer.

Returns vary depending on the investment opportunity, its structure and associated risk profile. Investments typically target returns from around 12% p.a., depending on the investment.

Full details of the targeted return, investment term and payment structure are outlined in the relevant Supplementary Information Memorandum (SIM) for each opportunity.

Target returns are indicative only and not guaranteed. Investments carry risk and investors should refer to the IM and relevant SIM for full details.

Investments through 268 Fund are secured against Australian real estate through registered mortgage security. Each opportunity undergoes rigorous assessment, with a strong focus on a clearly defined exit strategy.

Since inception, all investor capital and interest has been repaid.*

Interest payment options vary depending on the investment. Many opportunities offer monthly interest distributions, which are typically paid on the 1st of each month.

For some investments, interest may be paid at the end of the investment term together with the return of capital, as outlined in the relevant Supplementary Information Memorandum (SIM).

Yes. Investors may participate in multiple investment opportunities. Please contact our team to discuss the options available.

Investors receive quarterly reports providing updates on the project, including valuation commentary, market conditions and development progress. These reports are designed to ensure transparency and keep investors informed throughout the investment term.