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Franklin Partners Basic Overview
 

Franklin Partners Basic Overview

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Background on Franklin Partners mortgage investments. Perfect as a higher return alternative to fixed interest for self manage superannuation funds.

Background on Franklin Partners mortgage investments. Perfect as a higher return alternative to fixed interest for self manage superannuation funds.

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    Franklin Partners Basic Overview Franklin Partners Basic Overview Presentation Transcript

    • Adviser Overview How a Franklin Partners Mortgage assists your SMSF Clients
    • Why mortgages?
      • Bricks and mortar security AND liquidity
      • Stable returns
      • Higher yield than fixed interest
        • On average 400 basis points (4%) above fixed interest of similar term
      • Transparency
        • All property details are easily found and checked
      • Safety
        • Your SMSF has clear title to the mortgage registered as an interested party on the title
    • Bricks and mortar! Your choice of property type, residential, commercial, rural, and areas whether metropolitan, suburban or regional
    • Stable returns
      • Franklin Partners mortgages have a fixed return for the life of the loan with all interest paid in advance.
      • You know exactly the return no surprises.
    • Higher returns*
      • Franklin Partners target mortgages that return a net 4% above the comparable fixed term rate.
      • These mortgages are at low loan to valuation ratios to minimize risk.
      • The reason these returns are achievable is because we have removed the middle men. No bank overheads etc…
      Source: www.cannex.com.au
    • Comparison to fixed interest
      • The following slide illustrates the increased return mortgages provide over fixed interest
      • An increase of $34,660.00 net in five years
      • Why?
        • Mortgage interest is paid in advance
        • All interest is net to you NO FEES
        • Franklin Partners mortgages have a 4%p.a. higher return
    • $34,660.00 increase over 5 years FI rate 6.25% FPM 10.25% FPM interest In advance $100,000 invested
    • How does it work?
      • Franklin Partners sources the mortgage through it’s network
      • The loan is underwritten
        • Property is valued
        • Borrower identified
        • Credit history is checked
        • Purpose of the loan assessed
    • How does it work?
      • Franklin Partners funds the mortgage with its own funds
        • This ensures that your Client’s SMSF is not in “the business of” lending which may offend the ATO
        • Fully insured Solicitor assures “clear legal title”
      • The Financial Adviser/Client complete
        • FPM letter of advice
        • Letter of intent to buy the mortgage
        • FPM assignment of mortgage
    • How does it work?
      • Client transfers funds to Solicitors trust account
      • Solicitor
        • Completes assignment and returns to Financial Adviser
        • Registers Client as an “interested party” on the mortgage
        • Transfers interest to the client as instructed
    • How does it work?
      • Franklin Partners
        • Pays Adviser on behalf of the borrower
        • Monitors management of the mortgage
        • Notifies Financial Adviser and Client before end of the term
        • When the Solicitor redeems the mortgage Franklin Partners returns the funds or sources a further investment for the client as instructed.
    • What to do now?
      • Click here to email Gary FitzGerald Snr Partner to arrange a personal call
      • Visit www.franklinpartners.com.au
      • For further information and background
      • Or
      • Call now on (+61) 0439810652 and we can get started.