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overview

The content below is designed to provide a sequentially ordered learning journey which will assist you in better understanding Westbrooke, the Section 12J tax incentive and our Feb 2020 strategies.

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	Investment Strategy	Targeted investment returns¹	Targered consistent dividend	Targeted dividend yield p.a.	Targeted capital growth	Investment term 5 – 6 years	Upfront fees	Annual fees 2%	Westbrooke S12J diversified portfolios
	Investment Strategy	Targeted investment returns¹	Targered consistent dividend	Targeted dividend yield p.a.	Targeted capital growth	Investment term 5 – 6 years	Upfront fees	Annual fees 2%	Income Portfolio	Balanced Portfolio	Growth Portfolio
aria / Alternative Rental Income Assets	Movable asset rentals	15% p.a.		9%²			Nil		40%	34%	20%
read more	Movable asset rentals	15% p.a.		9%²			Nil		40%	34%	20%
stac / Student Accommodation	Student Accommodation	> 17% p.a.		10%²			Nil		20%	33%	40%
read more	Student Accommodation	> 17% p.a.		10%²			Nil		20%	33%	40%
aria plus/ Alternative Rental Income Assets Plus	Movable asset rentals and renewable energy infrastructure	> 20% p.a.		9%²			Nil		40%	33%	40%
read more	Movable asset rentals and renewable energy infrastructure	> 20% p.a.		9%²			Nil		40%	33%	40%

online training

overview

Can I use debt or gearing to make an investment into a S12J company?

What is the size of the S12J industry?

How long does the S12J incentive last for?

What is the term of my investment?

Does a section 12J investment carry risk?

What is the annual limit per investor for subscriptions into a Section 12J company?

Can the tax relief be recouped by SARS?

What do I need to give SARS or my Tax Advisor to claim the deduction?

How can I obtain my tax relief?

When can the tax deduction be claimed?

What is a Section 12J company?