Real people.
CFMG CAPITAL CREATE LONG TERM VALUE FOR INVESTORS THROUGH ACTIVE INVESTMENT AND DEVELOPMENT OF RESIDENTIAL LAND SUBDIVISIONS. THROUGH THE CFMG LAND & OPPORTUNITY FUND, THE CFMG FIRST MORTGAGE AND INCOME FUND AND THE CFMG MONTHLY INCOME FUND, INVESTORS ARE OFFERED ACCESS TO PARTICIPATE IN LOANS TO RESIDENTIAL DEVELOPMENT
The core focus of CFMG Capital is to create value for investors through disciplined acquisition and a conservative but realistic approach to investment.* In a climate where residential real-estate sector indicators across the country are positive, spurred by a shortage of land supply, it is anticipated that strong medium to long term earnings can continue to be achieved through property backed investments.†
The Real People behind CFMG Capital are proud of our track record and history of delivering attractive returns to our investors. Our experience and history, since inception, has enabled us to return 100% of the capital invested, along with the forecast returns, to all of our loyal investors.§
CFMG Capital
CFMG Capital sources funding for our residential developments with investments from everyday people. We create value for our investors by funding land subdivisions operated by CFMG Residential Communities.
CFMG Capital provide three types of investment products; the CFMG Land and Opportunity Fund, the CFMG First Mortgage and Income Fund and the CFMG Monthly Income Fund. Each product varies in terms of targeted return, initial investment amount and the term of the investment, enabling investors to select an option to suit their financial goals.
Capital and Interest are targeted to be paid at the end of term
The fund aims to pay distributions quarterly
12-24 month minimum terms6-18 month minimum terms
The fund aims to pay distributions monthly
Minimum holding period of 12 months
*Receipt of the targeted return (or return of the invested capital at the end of the investment term) is dependent on the successful completion of the projects loan investments as outlined in the SPDS’s for each of the CFMG Land and Opportunity Fund ARSN 602 610 006 (‘CFMG L&O Fund’) and CFMG First Mortgage and Income Fund ARSN 118 670 705 (‘CFMG FMIF’) and the successful completion of the projects loan investments as outlined in the PDS of the CFMG Monthly Income Fund ARSN 602 609 638 (‘CFMG MIF’) (collectively referred to as the ‘Funds’), available at www.cfmgcapital.com.au, and may not arise. Prospective investors should carefully consider the PDS’s and SPDS’s for the Funds including the risks outlined in those documents before making any investment decision in connection with this investment. An investment in the Funds does not represent a deposit and is subject to investment risk including possible loss of capital. Consider whether these investments are appropriate for you. CFMG Equity and Income Funds Limited ACN 112 753 876. AFSL 291 390. See our Target Market Determinations at https://bit.ly/3Enagzr (CFMG L&O Fund) and https://bit.ly/4jLGGDS (CFMG FMIF) and https://bit.ly/4hKzl5G (CFMG MIF)
† The information contained in this communication is general in nature and is intended for informational purposes only. Any reference to positive market conditions or projected earnings does not guarantee actual outcomes. The views expressed regarding earnings potential represent forward-looking opinions only and are not a reliable indicator of future performance.
§ Past performance is not a reliable indicator of future performance.
CFMG Capital Product Comparison
CFMG Capital Project Pipeline
Millwood Rise, Nambour QLD
63 lots Under Construction
Farriers Creek, Burpengary QLD
132 lots Under Construction
Arbourwood, Morayfield QLD 241 lots Under Construction
Riverleigh, Logan Reserve QLD 143 lots Under Construction
Mayfair Lane, Rochedale QLD 17 lots Under Construction
Park Lane, Rochedale QLD
27 lots Launch: 2026
Upper Coomera, QLD
63 lots Launch: 2026
Bells Pocket, Bellmere QLD
720 lots Launch: 2026
Ambury, Bellmere QLD
1000 lots Launch: 2027
Pimpama, QLD
300 lots Launch: 2028
Wollert, VIC
320 lots Launch: 2028
Park Ridge, QLD
400 lots Launch: 2029
Sunbury, VIC
150 lots Launch: 2029
Current Projects
84
RESIDENTIAL LOTS
$27.8m GROSS REALISATION
Wollert (VIC)
This 5.81 hectare site will be developed into an 84 lot residential community together with some associated retail and commercial uses. Located just 25km north of the Melbourne CBD, this project will be established within an already abundant collection of lifestyle amenity, health and education facilities, public transport infrastructure and major road networks.
63
RESIDENTIAL LOTS
$28.3m GROSS REALISATION
Nambour (QLD)
Millwood Rise is a boutique residential community nestled in the hillside of Nambour. Immediately surrounding the property are a mix of modern sub-divisions and acreage properties, including several similar projects either recently completed or currently being developed. The location is picturesque and expansive with modern amenity close by.
132
RESIDENTIAL LOTS
$59m GROSS REALISATION
Burpengary (QLD)
Farriers Creek is a 14 hectare site located in the highly sought after suburb of Burpengary in North Brisbane. Within close proximity to schools, shops, education and medical amenity, Farriers Creek is ideally positioned for growing families to build their dream home.
241 RESIDENTIAL LOTS $106.8m GROSS REALISATION
Morayfield (QLD)
This 13 hectare site is ideally located in Morayfield in the northern suburbs of Brisbane, and has the benefit of an existing preliminary development approval to form a highly sought after multi stage residential community. All residential homes will be within easy walking distance to a leafy park.
10
RESIDENTIAL LOTS
$21m GROSS REALISATION
Rochedale (QLD)
This 3.5 hectare site is ideally located in Rochedale situated 15km’s east of the Brisbane CBD and will become a boutique high end residential enclave of allotments with an average size over 2000m2
32
RESIDENTIAL LOTS
$28.1m GROSS REALISATION
Rochedale (QLD)
Located in the prestigious suburb of Rochedale, just 17km from the Brisbane CBD – this highly sought after 2.4 hectare parcel of prime inner ring vacant land will be developed within close proximity to transport connections, schools, shops and recreational parkland.
36
RESIDENTIAL LOTS
$14.2m GROSS REALISATION
Jimboomba (QLD)
This property is a 4.18ha site located 40km from Brisbane’s CBD in the Logan growth corridor, the site benefits from neighbouring an established housing development with services located at the property boundary and is within close proximity to schools, public transport services, retail and healthcare services.
143
RESIDENTIAL LOTS
$69.7m GROSS REALISATION
Logan Reserve (QLD)
This 9 hectare site is ideally located in the prime growth corridor of Logan Reserve. The site sits in the heart of a strong residential development precinct with completed projects immediately adjacent on two boundaries and will create much needed opportunities in the under supplied Queensland residential market.
Caboolture (QLD)
Yandina (QLD)
Park Ridge (QLD)
Logan Reserve (QLD)
Bridgeman Downs (QLD)
Ormeau Hills (QLD)
Creating real neighbourhoods CFMG Residential Communities
CFMG Residential Communities have a proud history of creating successful communities across Australia. Our ability to develop with focus, agility and experience means our residents benefit from well considered and carefully constructed communities.
Almost 10,000 people call a CFMG Residential Community home.
Mayfair Lane II, Rochedale
The latest neighbourhood to be developed by CFMG Residential Communities is Mayfair Lane II in Rochedale, Queensland.
Mayfair Lane II is a boutique and private residential community comprising 17 lots, expanding the previous Mayfair Lane development to a total of 32 lots. The community is conveniently located off Gardner Road, just 15km from the Brisbane CBD.
Retail amenity, education, health services and recreational facilities are all close by, with easy access to major arterial roads and public transport too.
Featured Community
Management
The Directors and Senior Management have a strong history in real estate investment and believe there is an opportunity at this point in the property cycle to create real estate linked investment opportunities for experienced investors, and in turn to share in the returns from managing those investments through various income streams.
The Management Team include staff who are highly skilled and experienced individuals in the fields of funds management, finance, property development, management, sales and marketing.
CFMG Capital has full service research, acquisitions, legal and project marketing teams to support and guide managed projects from inception through to completion.
Further, CFMG Capital has employees with experience in the fields of accountancy and finance, corporate governance and compliance to enable effective discharge of responsibilities in the areas of corporate governance and social responsibility.
Key management personnel of the group are:
ANDREW THOMSON General Manager
With 20+ years experience in management, marketing and strategy development, Andrew in his 14 years with CFMG Capital has brought an indepth understanding of property and financial services sectors through senior management, marketing and operations roles at major ASX listed property developers and major financial institutions.
With significant involvement in the identification, assessment, acquisition, sales, marketing and leasing of in excess of $5 billion worth of residential, retail and commercial property in Queensland, New South Wales, Victoria and South Australia, Andrew brings experience throughout the entire project lifecycle.
Andrew has also worked in large ASX listed organisations in specialist marketing & operations positions and holds a Bachelor of Business (Management) specialising in Marketing, Human Resource Management and Industrial Relations.
CHRIS JERVIS Chief Financial Officer
Chris is our Chief Financial Officer and manages all financial operations across CFMG Capital, including accounts payable, payroll, compliance and tax, budgeting, financial and board reporting.
Chris enjoys sharing financial insights with the teams across all parts of the CFMG Capital business. He also finds mentoring junior members of the team very rewarding.
Prior to joining CFMG Capital, Chris worked for a property developer specialising in luxury apartments around Rainbow Bay on the Gold Coast.
JODY FISHER Chief Risk & Legal Manager
As Chief Risk and Legal Manager at CFMG Capital, Jody is the organisations senior legal advisor, responsible for overseeing all legal, governance, compliance and regulatory matters impacting the business.
With a legal career largely focused on property development for over 25 years, Jody has enjoyed consulting to and working in both legal and project management roles for national law firms, publicly listed companies, government business enterprises and consortiums.
BRAD COOK
Senior Development Manager
Brad is a highly experienced Development Manager at CFMG Capital and brings a wealth of knowledge to the role with over 20 years’ experience in the property industry.
He is primarily responsible for managing CFMG Residential Communities projects from acquisition through to construction completion.
Brad has worked across a range of developments for Defence Housing Australia, PEET and Sunland.
National Sales & Marketing Manager
Elio oversees the sales and marketing functions across all aspects of CFMG Capital.
Elio works closely with the sales team in both the land development and capital raising departments, while leading the marketing team across both digital and offline, as well as brand development.
A national and international award winning dynamic marketing professional with significant experience in managing brands, products and places – Elio has experience across a range of major organisations in development and asset management such as Aveo Group, Charter Hall, Lend Lease, Stockland and Colonial First State
Acquisitions & Analysis Manager
Duncan brings over 10 years of acquisitions experience across the South-East Queensland New South Wales, Victorian & Western Australian property markets and holds a Diploma of Business from Bond University.
Since joining CFMG, Duncan has successfully managed the acquisition of project sites exceeding $400 million in value, contributing to developments with a combined end value of more than $1.7 billion.
ELIO IACUTONE
DUNCAN MACPHERSON
Board
SCOTT WATSON
Managing Director - CFMG Capital
Scott is a founding Director of both the residential land development and income fund businesses of CFMG Capital.
After five years as a solicitor in private practice advising a wide range of clients including State Government departments, publicly listed and private companies, Scott joined a private development and financial services group where his responsibilities included management of the group’s legal requirements and obligations, project management and broad acre land acquisitions.
From 2008, Scott has been actively involved in overseeing the governance and compliance obligations in relation to residential land development companies.
Scott holds Bachelor degrees in Law and Accountancy, a Graduate Diploma in Urban and Regional Planning and has more than 15 years broad experience in the property development and finance industries.
ROSS STILES
Independent Director & Chairman CFMG Capital
During a career spanning more than 40 years, Ross has held a number of senior executive positions with a strong emphasis on the Financial Services sector, particularly with a Property and Real Estate background.
In 1998, Ross was a founding partner and Managing Director of ASX Top 200 company Cromwell Corporation Limited (ASX Code CMW), now known as Cromwell Property Group, and managed and directed the growth of the Company, now one of Australia’s largest Real Estate Investment Trusts with a market capitalisation of more than $2 billion as at 31 December 2017, and total assets under management of $11.2 billion. Apart from his role of Managing Director at Cromwell, Ross was Compliance Director and Responsible Manager for the Managed Investment Schemes the company promoted.
Since his retirement from Cromwell in 2008, Ross has maintained his interest in property and real estate, undertaking a number of residential and industrial land developments in his own right.
WAYNE HAMBURGER
Independent Director - CFMG Capital
Wayne has 18 years lending experience working with various types of loan scenarios and debt structuring. Wayne has held state and national manager positions with finance brokerage and property companies. With experience in corporate governance and compliance as a Responsible Manager across mortgage broking and financial planning. Wayne has had extensive dealings with new land estates throughout Australia.
Wayne holds a Diploma of Financial Services (Finance / Mortgage Broking Management), Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma of Business (Accounting), Graduate Certificate in Management and Graduate Diploma of Commerce. He is currently studying a Master of Commerce (Financial Planning).
Wayne is an MFAA Accredited Finance Broker with the Mortgage & Finance Association of Australia, Associate Fellow of the Australian Institute of Management and a Justice of the Peace (Qualified).
BARRIE ADAMS Independent Director
Barrie has enjoyed his careers in the private sector and with the Commonwealth and State Governments. He commenced with the Shell Group of Companies in Brisbane then Sydney and Melbourne which culminated in his appointment as the South Pacific Audit Manager.
Barrie then returned to Brisbane where he held a number of senior positions in the Corporate Affairs Office, including in 1989, his appointment as Director, Corporate Development and Operations.
He was appointed as Queensland’s first Regional Commissioner of the Australian Securities and Investments Commission (ASIC) in January 1991 until March 2000. In January 2000, he was awarded the Public Service Medal for outstanding public service as Regional Commissioner in Queensland.
Barrie has been an active member of CPA Australia and is a Director on the Board of CPA Australia. Since leaving ASIC, he has held board positions on listed and unlisted public companies and not for profit companies. He continues to hold board positions. Barrie is the Chairman of four Compliance Committees and still chairs an Audit & Risk Committees.
Barrie delivers presentations on Corporate Governance and Ethics and Risk Management, Directors’ Duties and Corporate Social Responsibility.
JIM FRAYNE Independent Director
Jim has over 40 years’ experience in chartered accountancy in audit and corporate services fields.
Mr Frayne was appointed as a partner of PKF Chartered Accountants and Business Advisers (now BDO Chartered Accountants) in 1983 and from that time headed up the Audit and Assurance Division of PKF Brisbane until his retirement in June 2006.
He is a Director of Aveo Limited and Black & White Holdings Limited.
JASON MATIGIAN Independent Director
Jason has had a broad range of property experience across all sectors including residential, commercial, retail, industrial, rural, special purpose and mixed use. This range of experience has seen Jason and his Valuation Practice (JPM Valuers & Property Consultants) actively providing advice to the public, private and government bodies across Victoria, New South Wales, Queensland and Northern Territory.
Prior to Jason setting up his own valuation practice he held positions with Brisbane Real Estate specialising in site acquisition and asset realisation for receivers; and approximately 10 years with Australia’s largest valuation and advisory firm Herron Todd White Valuers.
Jason holds a Bachelor of Applied Science (Property), is a Certified Practicing Valuer in Queensland and New South Wales and an Associate member of the Australian Property Institute.
*Receipt of the targeted return (or return of the invested capital at the end of the investment term) is dependent on the successful completion of the projects loan investments as outlined in the SPDS’s for each of the CFMG Land and Opportunity Fund ARSN 602 610 006 (‘CFMG L&O Fund’) and CFMG First Mortgage and Income Fund ARSN 118 670 705 (‘CFMG FMIF’) and the successful completion of the projects loan investments as outlined in the PDS of the CFMG Monthly Income Fund ARSN 602 609 638 (‘CFMG MIF’) (collectively referred to as the ‘Funds’), available at www.cfmgcapital.com.au, and may not arise. Prospective investors should carefully consider the PDS’s and SPDS’s for the Funds including the risks outlined in those documents before making any investment decision in connection with this investment. An investment in the Funds does not represent a deposit and is subject to investment risk including possible loss of capital. Consider whether these investments are appropriate for you. CFMG Equity and Income Funds Limited ACN 112 753 876. AFSL 291 390. See our Target Market Determinations at https://bit.ly/3Enagzr (CFMG L&O Fund) and https://bit.ly/4jLGGDS (CFMG FMIF) and https://bit.ly/4hKzl5G (CFMG MIF)
† The information contained in this communication is general in nature and is intended for informational purposes only. Any reference to positive market conditions or projected earnings does not guarantee actual outcomes. The views expressed regarding earnings potential represent forward-looking opinions only and are not a reliable indicator of future performance.
§ Past performance is not a reliable indicator of future performance.