After receiving an enquiry from an investor, it’s come to my attention that there is likely to be an error with the 2023 Annual Tax Statements. The error relates to the incorrect (under) reporting of Total current year capital gains in item 18H. Specifically, it appears as though the Net capital gain (Item 18A) and Total current capital gains (Item 18H)…

Here’s a quick update about events happening in the Passive Income (USA Commercial Property) Fund (“US Fund”). DISTRIBUTION On 30 June 2023 a 25 cent per unit distribution was declared that will be paid on or before the 21st of July. I had hoped that the Strategic Opportunities (Growth & Income) Fund (“SOGIF”) would have…

Dear Friend, Thank you for your interest in the Strategic Opportunities (Growth & Income) Fund (“SOGIF” or “the Fund”). I need to humbly confess that the start-up related administration and compliance requirements have been more arduous than anticipated, or what existed when the US Fund was set up in 2012. Navigating the tricky and complex rules…

Your annual tax statement for the year ended 31 December 2022 can now be downloaded via the Fund’s investor portal.

Please note that our annual voluntary redemption offer will open on 1 March 2023 and will remain so until 5.00 pm on 31 March 2023. A letter explaining more information about the redemption process can be found in here. Please take the time to read it and act accordingly. The Offer will be funded with…

Plantation Capital Ltd as the Responsible Entity of the Passive Income (USA Commercial Property) Fund (Fund) recently declared a distribution of 13.0 cents per unit. This distribution will be paid in cash (i.e. no reinvestment), and will be deposited by EFT into your nominated bank account. If your banking details have changed recently, then please…