ABOUT

THE OPPORTUNITIES

WHY INVEST

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• Fixed return equivalent to 10% per annum over the life of the product and intended to be paid monthly*

• Sumo has made payments of 10% p.a. monthly in connection with each of its projects

• Possible bonus payment of 10% with return of capital at the end of the term*

• First mortgage security for investors

• Expected term: 18–30 months

• No additional fees or costs to investors

• Minimum investment: $100,000

Fixed Return equivalent to 10% per annum over the life of the product and intended to be paid monthly*

Potential bonus payment of 10% with return of capital at the end of the term.*

Investment comes with First Mortgage Security.

There are no additional costs or fees to you.

Know that your investment funds are going to produce outcomes for Australians with a disability.

Dive into the investment world with a manageable initial outlay of just $100,000.

This development is located at 64 Prospect Street, Allenstown, Rockhampton QLD 4700 (1,670 sqm). Positioned less than 5 mins from two local hospitals, close to a local shopping centre and public transport links.

• Funds raised are to be utilised to complete land purchase and build 2 houses suitable for NDIS participants – subject to final council & NDIA approval.

• Each property is proposed to have 2 bedrooms designed to meet SDA spec. and overnight carers accommodation. Once enrolled, this will provide for 4 NDIS High Physical Needs participants in total.

• Up to a 20-year headlease will be entered into with the SDA provider Just SDA.

• Estimated completion value: $4.862million.

• Projected net operating income: $316k per annum.

• Private investor funds sought in total: $3.45million.

Sumo Managed Funds builds in large cities as well as major regional centres where its supply and demand analysis identifies there is appropriate opportunity for high levels of long-term tenant placement. Currently Sumo Managed Funds has developments underway in Victoria & Queensland and may also seek to expand into other states.

Sumo works very closely with experienced and highly skilled Architects and SDA Assessors along with other expert consultants experienced in designing homes that align with the NDIA’s current requirements to ensure our completed developments meet these strict criteria and are poised to receive the necessary NDIA approvals. Enrolment of any dwelling as SDA is not guaranteed and is subject to NDIA approval upon completion of the property.

Under the Corporations Act 2001, a person can be considered a wholesale investor if they pass one of the following tests

If you or entity that is able to make an investment of at least $500 000 or more in a single investment.

If you or entity investing less than $500,000 in an investment fund or an entity have a certificate from a qualified accountant stating the following:

Have net assets of at least $2.5 million

OR

Have a gross income for each of the last two financial years of at least $250,000

OR

Have or control gross assets of at least $10 million or more.

Invest from as little as $100,000

Investment opportunities in our projects are open to individuals who wish to participate using their personal capacity. However, it’s important to note that eligibility for each specific offer may vary, and not all individuals will be eligible for every opportunity.

We extend the opportunity for corporations to invest in our projects. The investment agreement will be established in the name of the company, providing corporate entities with a pathway to benefit from our projects.

Trustees have the option to invest in our projects on behalf of the trusts they manage. This allows trusts to take part in our investment opportunities and potentially generate returns for the beneficiaries.

Certain offers within our portfolio are available for investment from self-managed superannuation funds (SMSFs). This enables SMSFs to consider our investment options as a part of their overall investment strategy.

Don’t miss out on this exclusive opportunity to be part of something truly extraordinary. 

© 2025 All rights reserved.

ABN 36682601529

Information provided is for Sophisticated Investors

ADDRESS

Level 36 Gateway, 1 Macquarie Place, Sydney NSW 2000

WORKING HOURS

MON–FRI 9.00AM–5.00PM

CONTACT

info@sumocapital.com.au

Disclaimer

*Returns are equivalent to 10% over the life of the product. Enrolment of any dwelling as Specialist Disability Accommodation (SDA) is not guaranteed and remains at the discretion of the NDIA. Please refer to the Information Memorandum for full offer details, conditions and disclosures. Available to wholesale investors only.

The information provided is general in nature and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your own objectives, financial situation and needs. All statements made on this website are made in good faith and we believe them to be accurate and reliable however do not guarantee its currency. You should seek legal or other professional advice before acting or relying on any of the content.

Past performance is not a reliable indicator of future performance.

Sumo Capital Indirect Pty Ltd ABN 36682601529 (Sumo Capital) is a Corporate Authorised Representative (1313060) of Rhodes Asset Management Ltd AFSL 464772, ACN 165 917 813.