Assetora — Sub Fund Application

Welcome

Set up a new property investment opportunity as an Assetora sub fund. Your progress is saved automatically — you can leave and pick up where you left off with your resume code.

Resume code

Getting started

Contact & sponsor details

A few quick details to get started. When you continue, we'll issue you a resume code so your progress is saved.

Fields marked * are required. If you've applied with us before, enter your sponsor code below and we'll pre-fill what we can.

Your contact details

Contact name *

Email *

Phone *

Role / title

Best time to contact

Sponsor

Sponsor organisation

SMSF administrator

Please complete all required fields.

Section A

Opportunity overview

Tell us about the investment opportunity you'd like to set up as a sub fund.

Please complete all required fields. Our team will be in touch within 2–3 business days to discuss your application.

Opportunity title *

Opportunity summary *

Asset class *

Sub fund structure *

Total value ($) *

Number of investors

Expected rental yield (% p.a.)

Term (years)

Property address *

Builder name (only if a builder is involved — house & land packages)

Section C

House and land

The land and build specifics for this opportunity. Build-related fields apply to house & land packages — leave them blank for existing properties.

Purchase price ($) *

Build cost ($) (house & land only)

Build duration (months) (house & land only)

Total project duration (months)

Development approval (DA) status (house & land only)

Yes — achieved

In progress

Not yet

Not applicable

Subdivision status

Has any work commenced on site? (house & land only)

Yes

Unknown

Sections D & E

Approvals & builder track record

Compliance status and builder credentials.

DA details / conditions (house & land only)

Regulatory notifications

Builder information — only relevant for house & land packages. Leave blank for existing properties.

Builder experience (years)

Builder insurance in place?

Yes

N/A

Builder reference projects

Builder key people

Sections F & G

Lease, tenancy & fees

Rental terms, demand rationale, and all third-party costs.

Rental terms

Tenancy demand rationale

Vacancy risk factors

Third-party fees — itemised

Total third-party fees ($)

Equity investment amount ($)

Geared?

Yes

Gross rent ($ p.a.)

Property management fee ($ p.a.)

Land tax ($ p.a.)

Strata levies ($ p.a.)

Projected net cashflow ($ p.a.) — auto-calculated

Sections H & J

Rationale & exit strategy

Justify the investment and outline the exit strategy.

Rationale for chosen area / sponsor *

Exit strategy

Documents

Supporting documents

Upload any supporting documents — DA approvals, builder certificates, contracts, site plans or financial projections. For each file you can pick a document type and add notes.

Supporting documents (optional — all file types, max 5MB each, up to 10 files)

Drag files here or browse to upload

Each uploaded file gets a document type & notes below

Additional notes (optional)

Prepared by *

Position / role *

Date prepared *

Declaration *

I certify that the information provided is accurate to the best of my knowledge

✓

Review & submit

Ready to submit

Please review your key details below before submitting. The Assetora team will be in touch within 2–3 business days.

Submission summary

Submission failed. Please check your connection and try again.

Your application will be reviewed by the Assetora operations team. You will be contacted within 2–3 business days.

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Saved

Application submitted

Thank you. Your sub fund application has been received by the Assetora operations team.

You will be contacted within 2–3 business days to discuss next steps.

A $500 AUD application fee applies. Your application is recorded as payment pending — Assetora will email you instructions to complete payment.