Learning Journey

investor toolbox / quick fact videos / investment offering overview / our funds / learning journey / wealth manager tools and training

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. Please select the right arrow button below to navigate through the journey once you have completed each piece of content

For more information, click here
to watch our quick fact videos

Back

We're not around right now. But you can send us an email and we'll get back to you, asap.

Start typing and press Enter to search

Please read the following terms and conditions (‘Terms of Use’) before accessing this section of the Westbrooke Alternative Asset Management Pty Ltd (WAAM) website. Your access to and use of the website is subject to these Terms of Use and all applicable laws and regulations. Accessing and using the website, you accept, without qualification, these Terms of Use. If you do not approve and accept these Terms of Use without qualification, you should exit the website immediately.

The international companies advised by WAAM are not regulated by the Financial Sector Conduct Authority, and are not available to South African Investors.

An offer regarding an investment in the local and international companies advised by WAAM may be made only after you have received a Private Offering Memorandum or Prospectus and had the opportunity to discuss all matters concerning any prospective investment that you desire. The website does not provide all information material to an investor’s decision to invest including, but not limited to, risk factors.

The information on the website is not intended as, and does not constitute, investment, legal or tax advice or an offer to sell any securities to any person or a solicitation of any person or any offer to purchase any securities. The information in the website should not be construed as any endorsement, recommendation or sponsorship of any company, fund or security by WAAM. You agree that WAAM is not liable for any action you take or decision you make in reliance on any information on the website.

You acknowledge that any requests for information are unsolicited and any information provided shall neither constitute nor be construed as investment advice by WAAM to you.

Please agree that you have read and understand the above Terms of Use.

Accept Decline

	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%

Learning Journey

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?