| Estate | Town | Company | Indicative Lot Yield |
Anticipated Gross Realisation ($AUD) |
Target Return (p.a.) |
Return Achieved (p.a.) |
Stage |
| Synergy Foundation Fund |
- | - | 10% | 10% | Fund still operating. | ||
| Brushwood Green | Forest Lake (QLD) | Nouvello Unit Trust | 55 | 10,907,000 | 18% | 13% | Syndicate complete.1 |
| Avenue One (Release One) |
Marshall (VIC) | Synergy Holdings No 4 Pty Ltd |
52 | 7,642,000 | 18% | 62% | Syndicate complete. |
| Avenue One (Release Two) |
Marshall (VIC) | Synergy (Station Rd) Marshall Pty Ltd |
31 | 4,382,000 | 18% | Awaiting lot settlements |
Construction nearing completion. |
| Woollahra Pde | Taylors Hill (VIC) | Synergy Taylors Hill Pty Ltd |
34 | 5,391,000 | 18% | Interim Dividend paid: 36% |
Construction complete. Interim dividend paid. Return to date: 36% p.a. |
| Riddell Rd | Sunbury (VIC) | Synergy (Riddell Rd) Sunbury Pty Ltd |
56 | 9,240,000 | 18% | Awaiting lot settlements |
Syndication complete. Awaiting planning permit. |
| Grove Rd | Marshall (VIC) | Synergy (Grove Rd) Marshall Pty Ltd |
31 | 4,650,000 | 18% | Awaiting lot settlements |
Syndication complete. Awaiting planning permit. |
| Charters Ave | Gisborne (VIC) | Synergy Gisborne Pty Ltd |
37 | 7,083,000 | 18% | Awaiting lot settlements |
Syndication complete. Awaiting planning permit. |
| Brooking Rd Stage 1 |
Gisborne (VIC) | TBA | 45 | 9,225,000 | TBA | TBA | Syndicate opening TBA. |
| Brooking Rd Stage 2 |
Gisborne (VIC) | TBA | 38 | 7,790,000 | TBA | TBA | Syndicate opening TBA. |
| Chapel Rd | Keysborough (VIC) | Synergy (Chapel Rd) Keysborough Pty Ltd |
37 | 9,800,000 | TBA | TBA | Syndicate opening TBA. |
| Broad Gully Rd | Diamond Creek (VIC) | Synergy (Broad Gully Rd) Diamond Creek Pty Ltd |
22 | 6,600,000 | TBA | TBA | Syndicate opening TBA. |
| Mickleham Rd | Greenvale (VIC) | Synergy (Mickleham Rd) Greenvale Pty Ltd |
30 | 9,000,000 | TBA | TBA | Syndicate opening TBA. |
| Ridge Road | Whittlesea (VIC) | Synergy (65 Ridge Rd) Whittlesea Pty Ltd | 27 | 11,136,000 | 18% | TBA | TBA |
| 1. Please note that investors in this syndicate held interest bearing notes rather than shares in the entity. | |||||||
Location: N/A
Project status: Ongoing
Investment opportunity: Open
End project value as per IM: N/A
Current forecast end project value: N/A
Equity received from shareholders: 950,000
Equity returned to shareholders: -
Equity to be returned to shareholders: 950,000
Target shareholder return on investment as per IM: 10.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: 10.0% p.a. Simple interest
Actual achieved shareholder return on investment: 10.0% p.a. Simple interest
Project Snapshot
The Synergy Foundation Fund is an unregistered managed investment scheme and includes the issue of up to 2,000,000 Investment Units at $1.00 per unit. Interest is paid quarterly in arrears.
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Location: Whittlesea, VIC
Project status: TBA
Investment opportunity: TBA
End project value as per IM: TBA
Current forecast end project value: TBA
Equity received from shareholders: TBA
Equity returned to shareholders: TBA
Equity to be returned to shareholders: TBA
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: TBA p.a. Simple interest
Actual achieved shareholder return on investment: TBA p.a. Simple interest
Project Snapshot
Coming soon
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Location: Taylors Hill, VIC
Project status: All lots settled
Investment opportunity: Closed
End project value as per IM: 4,590,000
Current forecast end project value: 5,391,000
Equity received from shareholders: 1,100,000
Equity returned to shareholders: 1,045,000
Equity to be returned to shareholders: 55,000
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: 21.6% p.a. Simple interest
Actual achieved shareholder return on investment: TBA p.a. Simple interest
Project Snapshot
Woollahra Parade is a residential subdivision of 34 allotments in the established Taylors Hill area, 3kms from Caroline Springs and 23kms north west of the Melbourne Central Business District. The 1.675ha site has provided 34 residential allotments and borders the 2,100 allotment master-planned residential comunity of Taylors Hill.
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Location: Marshall, VIC
Project status: Construction completed
Investment opportunity: Closed
End project value as per IM: 4,005,000
Current forecast end project value: 4,382,000
Equity received from shareholders: 800,000
Equity returned to shareholders: -
Equity to be returned to shareholders: 800,000
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: 22.9% p.a. Simple interest
Actual achieved shareholder return on investment: TBA p.a. Simple interest
Project Snapshot
Station Road (marketed as Avenue One (Release Two)) is a residential subdivision of 31 allotments located in Marshall, 5kms from the Geelong Central Business District and 85km south of the Melbourne Central Business District. This project is the continuation of the Avenue One project.
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Location: Sunbury, VIC
Status: In Planning
Investment Opportunity: Closed
End project value as per IM: 8,160,000
Current forecast end project value: 8,219,000
Equity received from shareholders: 2,000,000
Equity returned to shareholders: -
Equity to be returned to shareholders: 2,000,000
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: 22.5% p.a. Simple interest
Actual achieved shareholder return on investment: TBA p.a. Simple interest
Project Snapshot
This 4.886ha site is located in Sunbury, a regional township 35kms north west of the Melbourne Central Business District. There is excellent transport links to Melbourne via the Calder Highway and rail services. Currently planned for 56 allotments, the land is an irregular shape, surrounded by established homes and is very well suited to residential subdivision. Zoned Residential 1, the site has street frontage to Riddell Road, Spavin Drive and Aldridge Drive, along with access from Mayfin Court.
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Location: Gisborne, VIC
Project status: In Planning
Investment opportunity: Closed
End project value as per IM: 6,475,000
Current forecast end project value: 6,475,000
Equity received from shareholders: 1,000,000
Equity returned to shareholders: -
Equity to be returned to shareholders: 1,000,000
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: 24.4% p.a. Simple interest
Actual achieved shareholder return on investment: TBA p.a. Simple interest
Project Snapshot
This 37 allotment project is on a 4.209ha site in the township of Gisborne in the Macedon Ranges, situated approximately 45kms north west of the Melbourne Central Business District. The site offers close proximity to the Calder Highway and is around 2kms from the township of Gisborne, a town complete with village character, heritage buildings and open spaces. The site is adjacent to established homes.
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Location: Marshall, VIC
Project status: In Planning
Investment opportunity: Closed
End project value as per IM: 4,650,000
Current forecast end project value: 4,650,000
Equity received from shareholders: 1,000,000
Equity returned to shareholders: -
Equity to be returned to shareholders: 1,000,000
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: 26.5% p.a. Simple interest
Actual achieved shareholder return on investment: TBA p.a. Simple interest
Project Snapshot
This is a 1.522ha Residential 1 zoned parcel of land in Marshall, 5kms from the Geelong Central Business District and 85km south of the Melbourne Central Business District. This project is the third project in this town following successfully delivery of Avenue One (Release One) and Station Road (Avenue One (Release Two)). This site has excellent road and rail connectivity to Geelong and Melbourne. Current plans are to deliver 31 allotments.
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Location: Gisborne, VIC
Project status: In Planning
Investment opportunity: Not Yet Opened
End project value as per IM: TBA
Current forecast end project value: TBA
Equity received from shareholders: TBA
Equity returned to shareholders: TBA
Equity to be returned to shareholders: TBA
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: TBA p.a. Simple interest
Actual achieved shareholder return on investment: TBA p.a. Simple interest
Project Snapshot
This 83 allotment project is on a 10.12ha site in the township of Gisborne in the Macedon Ranges, situated approximately 45kms north west of the Melbourne Central Business District. The site offers close proximity to the Calder Highway and is around 3kms from the township of Gisborne, a town complete with village character, heritage buildings and open spaces. The site is close to established homes and offers views north to Mount Macedon.
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Location: Keysborough, VIC
Project status: In Planning
Investment opportunity: Not Yet Opened
End project value as per IM: TBA
Current forecast end project value: TBA
Equity received from shareholders: TBA
Equity returned to shareholders: TBA
Equity to be returned to shareholders: TBA
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: TBA p.a. Simple interest
Actual achieved shareholder return on investment: TBA p.a. Simple interest
Project Snapshot
This 37 allotment project is on a 2ha site in the established suburb of Keysborough approximately 25kms south east of the Melbourne Central Business District. Abutting the Keysborough Golf Club, the site has excellent connectivity to the Melbourne Central Business District via the recently completed freeway.


Location: Diamond Creek, VIC
Project status: In Planning
Investment opportunity: Not Yet Opened
End project value as per IM: TBA
Current forecast end project value: TBA
Equity received from shareholders: TBA
Equity returned to shareholders: TBA
Equity to be returned to shareholders: TBA
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: TBA p.a. Simple interest
Actual achieved shareholder return on investment: TBA p.a. Simple interest
Project Snapshot
This 22 allotment project is on a 5 acre site in the established suburb of Diamond Creek approximately 20kms north east of the Melbourne Central Business District. The site is well positioned with excellent access from Bellbird Rd and is adjacent to a recently completed subdivision.

Location: Greenvale, VIC
Project status: In Planning
Investment opportunity: Not Yet Opened
End project value as per IM: TBA
Current forecast end project value: TBA
Equity received from shareholders: TBA
Equity returned to shareholders: TBA
Equity to be returned to shareholders: TBA
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: TBA p.a. Simple interest
Actual achieved shareholder return on investment: TBA p.a. Simple interest
Project Snapshot
This project is on a 2ha site on the northern border of the established suburb of Greenvale, approximately 20kms north of the Melbourne Central Business District. Backing onto Gellibrand Hill Park, the site has excellent connectivity to the Melbourne Central Business District via the Tullamarine Freeway.

Location: Rudyard Street, Forest Lake, QLD
Project status: Completed
Investment opportunity: Closed
End project value as per IM: 10,249,000
Actual achieved end project value: 10,907,000
Equity received from shareholders: -
Equity returned to shareholders: -
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Actual achieved shareholder return on investment: 13.1% p.a. Simple interest
Project Snapshot
Brushwood Green is located within Forest Lake, approximately 17kms from the Brisbane Central Business District. Forest Lake is a fully planned residential development. The estate is divided into a collection of distinct villages around neighbourhood parks and squares, with easy access to shops and schools. The recreational lake was completed in 1994 and offers 3.5kms of walking trails, bike trails, playgrounds, barbecues and picnic facilities, and opportunities for aquatic sports. The estate offers a community house, day care centre, shopping village, state and private schools.


Location: Barwarre Road, Marshall, VIC
Status: Settlements completed
Investment Opportunity: Closed
End project value as per IM: 6,725,000
Current forecast end project value: 7,641,700
Equity received from shareholders: 1,200,000
Equity returned to shareholders: 1,200,000
Target shareholder return on investment as per IM: 18.0% p.a. Simple interest
Anticipated shareholder return on investment as per IM: 19.9% p.a. Simple interest
Actual achieved shareholder return on investment: 62.0% p.a. Simple interest
Project Snapshot
Avenue One (Release One) is a residential subdivision of 52 allotments located in Marshall, 5kms from the Geelong Central Business District and 85km south of the Melbourne Central Business District. The site (approximately 3.476ha) is zoned Residential 1 and has dual street frontage to Barwarre Road and Barwon Heads Road. The site is located adjacent to an existing residential area. It has excellent transport links and is close to retail and recreational precincts.
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