Centuria Unlisted Property Funds Investor Centre

The Centuria Unlisted Funds Investor Centre has been provided as a central location to find unlisted property fund related resources including information regarding Applications and AML guidance, FAQs and links to the Centuria Investor website.  Please refer to our handy User Guide if you need to.

Centuria opens unlisted property offers to investors wishing to participate in the ownership of high-value commercial property not normally accessible to individuals. Each offering by Centuria follows a careful study of the risks and returns of the property investment. A primary focus is placed on the quality of the property as the underlying asset of each investment opportunity.

If you are an existing investor, you can access information about your holdings on our Centuria Investor website. If you would like to invest in Centuria’s Unlisted Property Funds, please use the online application form.

Changes to Reporting

Centuria is moving to better align its reporting frequency for closed ended unlisted property funds to the 6 monthly valuation cycle for the funds. Accordingly, reporting will move from quarterly to a 6 monthly reporting cycle with the next report due for period ending 31 Dec 2021. We are also moving to 6 monthly investor webinars to align with the new reporting frequency. Investors will continue to have access the investor services team and fund managers in between these reporting periods should they wish to discuss their funds in greater detail.

Centuria’s open ended unlisted property funds; the Centuria Diversified Property Fund and the Centuria Healthcare Property Fund; will continue to report quarterly.

FAQs

Frequently Asked Questions?

Please find below the answers to some frequently asked questions around our application process for unlisted property funds.

If you have a question that is not covered below, please contact us and we will assist you personally.

How do I invest in a Centuria Property Fund?

When there is an offer open, you need to download or request the relevant Product Disclosure Statement. You can apply using the Application Form contained in the PDS or via an online application. If you would like to request a PDS for a current offer, or if you would like to register your interest for future offers, please contact Centuria Investor Services Team (02) 8923 8923, or via email contactus@centuria.com.au.

How do I change my address, bank account details or adviser details?

You can manage any changes to your details online or you can download the appropriate form through our Centuria Investor website. If downloading the form, please complete and return it by email or post to the Centuria Investor Services Team:
Address: GPO Box 3993, Sydney NSW 2001
Phone: 1800 182 257 or +61 2 9290 9689 (for international investors)
Fax: +61 2 9279 0664
Email: Property.Enquiry@CenturiaInvestor.com.au

How do I access the Centuria Investor Website?

Access the Centuria Investor website. In order to login you will need your Investment Reference and password. To obtain your Investor Number or password, please contact Centuria Investor Services Team on 1800 182 257.

What can I access in the Centuria Investor Website?

The Centuria Investor website contains all the relevant information regarding your investment, including your Unit Holding, Unit Values, Distribution Statements, Tax Statements, Annual Reports and all other correspondence.

My login is not working – who do I contact?

Please contact Centuria Investor Services Team on 1800 182 257 or via email Property.Enquiry@CenturiaInvestor.com.au

How are distributions paid?

Any distribution payable will be deposited directly into your nominated bank account. Depending on the Fund, this is either monthly or quarterly.

When will I receive updates on my investment?

Each Investor receives quarterly or monthly distribution statements, quarterly Fund Manager’s reports and their annual tax statements. In addition, Investors receive copies of our Centuria Connect newsletter.

Can I sell my investment?

Generally, Centuria’s open-ended property funds offer Investors the opportunity to withdraw their investment monthly, on a limited basis, subject to the terms outlined in the Product Disclosure Statement (PDS).
Investors in Centuria’s closed-ended property funds should expect to retain their investment for the Fund Term which is generally 5-7 years. The capital value of Centuria’s closed-ended funds will be paid to investors as a result of the underlying property asset(s) being sold and the Fund being wound up. In some circumstances Centuria may offer a Liquidity Event at the end of the Fund term. Details of the Fund Term and possible Liquidity Event can be located in the relevant PDS. There is no secondary market for Centuria’s closed-ended unlisted property funds to trade on, however, it is also possible to transfer a Unit Holding to a new or existing Investor via an off-market transfer. An Investor wishing to transfer their investment will need to independently source a buyer for their holdings.

Can I transfer my units?

You can transfer your units in a Centuria property fund via an off-market transfer with another investing entity. In order to complete a transfer please read the transfer form available from our Centuria Investor website for detailed instructions.

Copies or originals?

The Application form asks you to send us certain documents. Please send us certified copies, not originals. We will keep what you send to us.

Certifying copies

You must have someone certify the copies you send to us. The following people can be the certifier:

  • a Justice of the Peace
  • a Notary public (for the purposes of the Statutory Declaration Regulations 1993)
  • an agent of the Australian Postal Corporation who is in charge of an office supplying postal services to the public
  • a permanent employee of the Australian Postal Corporation with 2 or more years of continuous service who is employed in an office supplying postal services to the public
  • an officer with, or authorised representative of, a holder of an Australian financial services licence, having 2 or more continuous years of service with one or more licensees
  • an officer with 2 or more continuous years of service with one or more financial institutions (for the purposes of the Statutory Declaration Regulations 1993)
  • a finance company officer with 2 or more continuous years of service with one or more finance companies (for the purposes of the Statutory Declaration Regulations 1993)
  • a member of the Institute of Chartered Accountants in Australia, CPA Australia or the National Institute of Accountants with 2 or more years of continuous membership
  • a person who is enrolled on the roll of the Supreme Court of a State or Territory, or the High Court of Australia, as a legal practitioner (however described)
  • a Judge of a court
  • a magistrate
  • a chief executive officer of a Commonwealth court
  • a registrar or deputy registrar of a court
  • a Police officer
  • an Australian consular officer or an Australian diplomatic officer (within the meaning of the Consular Fees Act 1955).

What should the person certifying write?

“I [name] of [address] being [capacity e.g. Justice of the Peace] certify this and the following [x] pages as a true copy of the original document.” The first page should be signed, and subsequent pages initialed, by the person certifying your documents and include the date of certification and contact details.

Application & AML Guidance

Which form?

There are three identification forms that follow the application form:

  • Individuals, Joint, Sole Trader
  • Australian Companies
  • Trusts, Trustee & SMSFs.

Choose the form that is applicable to your investment entity. Please note, partnerships, associations, cooperatives, foreign companies or Government bodies should contact the Centuria Investor Services Team for the most applicable application form.

New Investors

Individual Investors

  • Application Form
  • Investor Identification Form 1 (Applicant 1)
  • Tax Information Form
  • Originally certified ID document(s) for Investor 1 named in Identification Form 1 – Individuals, Joint, Sole Trader.
  • Include all forms and certified copies of your ID documents with your initial application form when you send it to us.
  • Please refer to the FAQ’s for more information on getting your original documents certified.

Joint Investors

  • Application Form
  • Investor Identification Form 1 – Individuals, Joint, Sole Trader (complete both Applicant 1 & 2)
  • Tax Information Form
  • Originally certified ID document(s) for both Investor 1 and Investor 2 named in Identification Form 1 – Individuals, Joint, Sole Trader.
  • Include all forms and certified copies of your ID document(s) with your initial application form when you send it to us.
  • Please refer to the FAQ’s for more information on getting your original documents certified.

Australian Company Investors

  • Application Form
  • Investor Identification Form 2 – Australian Companies
  • Tax Information Form
  • Originally certified ID documents for ALL individuals named in Section 1.5 of Identification Form 2 – Australian Companies. Note that if there are no individuals who own or control more than 25% of the company, complete the names of the individual(s) who directly or indirectly control the company.
  • Full ASIC Company extract (the ASIC extract is used to verify that the beneficial owners listed on the form are correct)
  • Include all forms and certified copies of your ID document(s) with your initial application form when you send it to us.

Joint individual investors as Trustees for a Regulated Trust (including SMSF)

  • Application Form
  • Investor Identification Form 3 – Trusts, Trustees & SMSFs
  • No trust documents are required for complying SMSFs that have provided a valid ABN for the SMSF confirming that it is a complying SMSF.
  • Include all forms with your initial application form when you send it to us.

Company as Trustee for a Regulated Trust (including SMSF)

  • Application Form
  • Investor Identification Form 3 – Trusts, Trustees & SMSFs
  • No certified identification documents are required for complying SMSFs that have provided a valid ABN for the SMSF confirming that it is a complying SMSF.
  • Include all forms with your initial application form when you send it to us.

Individual investor(s) as Trustee(s) for an Unregulated Trust

Unregulated Trusts include family trusts, unit trusts and testamentary trusts.

  • Application Form
  • Investor Identification Form 3 – Trusts, Trustees & SMSFs
  • Tax Information Form
  • Originally certified ID document(s) for ALL of the following individuals:
    • ONE trustee named in Section 2.1 of Identification Form 3 and
    • The Appointer named in Section 1.2 of Identification Form 3 and
    • The Settlor named in Section 1.2 of Identification Form 3 (if any)
  • Originally certified copy of Trust Deed or other Acceptable Document outlined in Section 1.6 of Identification Form 3.
  • Include all forms and certified copies of your ID document(s) with your initial application form when you send it to us.
  • Please refer to the FAQ’s for more information on getting your original documents certified.

Company as Trustee for an Unregulated Trust

Unregulated Trusts include family trusts, unit trusts and testamentary trusts.

  • Application Form
  • Investor Identification Form 3
  • Tax Information Form
  • Originally certified ID document(s) for the following individuals:
    • ALL Beneficial Owners of the corporate trustee named in Section 4.5 of Identification Form 3 and
    • The Appointer named in Section 1.2 of Identification Form 3 and
    • The Settlor named in Section 1.2 of Identification Form 3 (if any)
  • Full ASIC Company extract (the ASIC extract is used to verify that the beneficial owners of the corporate trustee are correct) Originally certified copy of Trust Deed or other Acceptable Document outlined in Section 1.6 of Identification Form 3.
  • Include all forms and certified copies of your ID document(s) with your initial application form when you send it to us.

Please refer to the FAQ’s for more information on getting your original documents certified.


Existing Investors

Please note that from 1 July 2017, there are new investor disclosure requirements relating to investor’s current tax residency status. The Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) are regulatory requirements that aim to deter tax evasion by US and other foreign taxpayers. All financial institutions (including fund managers such as Centuria) now have an obligation to report on foreign individuals for tax purposes. As such if you have not had a new investment with us since 1 July 2017 you will need to complete the Tax Information form enclosed in the application.

Individual Investors

  • Application Form
  • Tax Information Form

Joint Investors

  • Application Form
  • Tax Information Form

Australian Company Investors

  • Application Form
  • Tax Information Form

Joint investors as Trustees for Self-Managed Superannuation Fund

  • Application Form

Company as Trustee for Self-Managed Superannuation Fund

  • Application Form

Joint Investors as Trustees for Family Trust (other trust type)

  • Application Form
  • Tax Information Form

Company as Trustee for Family Trust (other trust type)

  • Application Form
  • Tax Information Form.

Forms

Please download the appropriate forms from below for Centuria’s Unlisted Property Funds.

For Investors who want to nominate an international bank account for their distribution payments or funds to be paid into.
document
Please print, complete your details associated with this application, sign and upload the signature verification document with your online application.
To be completed to appoint or change your Australian Financial Services Authorised Representative (Adviser)
Document
Existing investors can reinvest their distributions and create a distribution reinvestment plan
Document
Provide us with guardian details for a registered holder that is not yet the legal age of consent
Document
Notify us of a death of an investor on our register
Document
Provide your Tax File Number (TFN) for your investment
Document
Existing investors can nominate a bank account for distribution payments or funds to be paid into
Document
Update address details
Document
Consolidate any holdings registered in your name
Document
Individuals to request a replacement certificate
Document
Update your contact details
Document
Executors/administrators to request a replacement certificate
Document
Companies to request a replacement certificate
Document
Nominate a representative to attend any unitholder meetings on your behalf
Document
Where Probate/Letters of administration have been granted in an Australian Territory or State other than where the securities are registered.
Document
Update or correct your name
Document
Nominate to receive all unitholder communication electronically
Document
Record your Tax Residency in accordance with the Foreign Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS).

Investor Services Team

P: 1300 22 44 24
F: (02) 9460 2960
E: contactus@centuria.com.au

Level 41, Chifley Tower
2 Chifley Square
Sydney NSW 2000

Registry Services Provider

P: 1800 182 257
F: (02) 9279 0664
E: Property.Enquiry@CenturiaInvestor.com.au

Boardroom Pty Limited
Level 12, 225 George Street
Sydney NSW 2000

GPO Box 3993
Sydney NSW 2001

You are now leaving Centuria Australia
and entering Centuria New Zealand.

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