SMSF Property Investment
Want to set up a Self Managed Super Fund? Looking for safe & secure SMSF investments? 268 has the answer.
Build Wealth Through SMSF Property Investment
SMSF property investing is a powerful way to diversify your portfolio, achieve consistent returns, and unlock long-term financial security. At 268 Fund, we specialise in helping investors navigate the complexities of SMSF property capital and maximise the potential of their self-managed super funds. With expert management and a commitment to transparency, we empower you to grow your wealth with confidence.
Do you have a self-managed super fund?
All investment choices offered by 268 Fund share a unified objective: to deliver secure passive income, strategically crafted to assist you in realising your financial objectives.
Whether you’re contemplating investing in our mortgage trust or equity investments, our primary aim is to help achieve your financial goals.
We Co-Invest
268 Fund invests its own capital into deals offered to investors. If an investment does not meet our investment standards, it is not presented.
We succeed only when our investors do.
Investor-First Structure
At 268 Fund, our investment structures are intentionally designed so investors rank ahead of the business. In every investment:
Investors rank ahead of 268 in the repayment order
This approach can be less common in alternative investments, but fundamental to how we operate.
Our belief is simple: trust is built into the structure of an investment, not the story told around it.
Benefits of SMSF Property Investment
Benefits of SMSF Property Investment
1. Portfolio Diversification
Property investments are an excellent way to diversify your SMSF portfolio, reducing reliance on volatile asset classes like equities. By investing in tangible assets, you gain stability and security while growing your retirement savings.
2. Tax Benefits
Including, but not limited to, investment structure, security position, and documentation integrity; this review is carried out by our in-house lawyer, who reports directly to the Credit Committee Chair.
Stress-Tested Before You Ever See It
Before any opportunity is approved, it is tested against real-world downside scenarios, including:
- Sale prices falling below forecast
- Construction & project costs exceeding expectation
- Settlement delays
- Rising Interest rates
If the project cannot withstand all stress testing, it is not offered.
Investment Pathways
268 Fund offers two distinct property-backed investment pathways, allowing investors to choose the structure that best aligns with their objectives and risk profile.
Mortgage Investments
Invest in property-backed loans.
Designed for investors prioritising income, structure, and security.
Property-secured loans (first and second mortgages)
Monthly interest distribution
Fixed, stable income potential
Disciplined LVR limits (typically up to 68% single asset, higher LVR requires additional property security
Triple-layer due diligence (inhouse analyst and legal review prior to investment credit committee process and external legal due diligence)
Investors always paid before the Fund Manager (268 Fund)
268 co-invests alongside you in every opportunity
Only Short and medium investments available (often 6–24 months)
Detailed project updates and transparent reporting
Equity Investments
You become a development partner
Gain exposure to development profits through structured property equity investments.
Profit-share participation in Australian property developments
Monthly distribution plus profit-share at completion
Higher return potential for a higher-risk profile
268-led developments or joint ventures with trusted partners
In-house project management overseeing builds and milestones
Backed by Australian property
Triple-layer due diligence (inhouse analyst and legal review prior to investment credit committee process and external legal due diligence)
268 co-invests in every development
Comprehensive progress reporting throughout the project
Builder selection is paramount
*Investments are available to wholesale investors only. Past performance is not a reliable indicator of future performance. Refer to the Information Memorandum (IM) and relevant Supplementary Information Memorandum (SIM) for full details, risks and terms.
Ongoing Oversight & Communication
- Monthly investor reporting
- Quarterly project updates, including photos and commentary
- Clear, transparent communication around progress, delays or changes
- Direct access to the team, including senior decision-makers
You are kept informed at every stage of the investment lifecycle through regular reporting and clear communication. No black boxes. No surprises.
How it works
A simple, transparent
investment process
Initial Enquiry
Speak with our team to understand how 268 Fund operates.
Review Disclosure Documents
Access the Information Memorandum and relevant SIMs.
Select Opportunities
Choose specific investments that align with your objectives.
Ongoing Reporting
Receive regular updates throughout the investment lifecycle.
Start the
conversation
Find answers to common questions about our investment fund.
View All FAQsWho can invest?
268 Fund accepts investments from wholesale, experienced and sophisticated investors as defined under the Corporations Act 2001 (Cth).
Can I invest through my SMSF?
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.
What if I want to exit early?
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.
How are returns taxed?
Returns are generally treated as income for tax purposes. Please speak with your accountant or financial adviser for personal tax advice.
Can I visit the development site?
Yes. Contact us to arrange a site tour with our project manager.