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CREATING A PORTFOLIO OF HIGH YIELDING ASSETS
Authorised Financial Services Provider – 48870 – Registration Number: 2017/418473/06 - SARS Registration Number - VCC – 0101
Sunstone Capital
Sunstone has maintained full deployment with investments in
Outdoor Media Assets
Commercial Fleet Vehicles
Sunstone offers investors an opportunity to earn a stable and dependable dividend yeild with up to 45% back on your investment within 8 - 10 months of investing. This is done by purchasing operating assets and renting them for fixed monthly amounts and building a low risk, diversified portfolio boasting full deployment of capital .
28.92%
71.08%
STABLE YIELDS Predictable dividends
are earned as our
portfolio of assets
generates fixed
monthly rentals.
HIGHLY LIQUID We target assets with
high levels of liquidity
as we cycle them every
18-36 months.
Liquidity is important as it reflects whether there is a ready market for an asset – which is the ease of converting it into cash.
ASSET UNDERPIN All investments are
underpinned by assets,
this significantly reduces
the risk of investment failure.
Past Investments
01
12J KEY POINTS1. There is currently a R5 million limit on the amount that
each taxpayer can deduct from the their taxable income through a section 12J investment.
2. Any investment must be held for at least 5 years to ensure the tax benefit remains permanent.
3. While the investor receives a tax benefit for the initial investment in the fund, all future earnings are still taxable.
4. The reason 12J was instituted was to promote equity investments into key sectors to stimulate the South African economy.
5. The asset class has matured dramatically over time and is experiencing exponential growth year on year.
CONTACT US T 011 262 6433
W www.sunstonecapital.co.za
A 164 Katherine Street Pinmill Office Park Building 2 Sandton Johannesburg South Africa 2196
Section 12JSunstone is a SARS approved Venture Capital Company (VCC)We make use section 12J to make our investments more tax efficient in order to enhance investor returns.
WHAT IS SECTION 12J.Section 12J refers to a section in the South African Income Tax Act which provides a tax incentive for individuals, trusts and companies who invest in a SARS approved Venture Capital Company. Any investment amount can be claimed as a 100% deduction against taxable income in the year in which the investment is made.
Features: 100% Tax deductible investment
5 Year investment horizon
Incentive for any taxpayer (Individual, Company or Trust)
02
Table indicates targeted cashflows over a 5 year investment period.
YEAR 0 YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5
Investment into Sunstone 1 000 000
Tax benefit (45%) (450 000)
Net outflow 550 000
Yield per SunStone Capital model (Pre- WHT)
7.5% 7.5% 7.5% 7.5% 7.5%
Dividend Declared 75 000 75 000 75 000 75 000 75 000
Dividend tax (20%) (15 000) (15 000) (15 000) (15 000) (15 000)
After Tax dividend yield 6% 6% 6% 6% 6%
Capital returned 900 000
Portion of InvestedCapital returned %
90%
Capital Gains Tax (18%) (162 000)
Net cashflows (550 000) 60 000 60 000 60 000 60 000 798 000
Targeted Return Profile
03
Motion. Stability.
The Team
AMARESH CHETTYNON-EXECUTIVE CHAIRMAN
Feature Detail
Investment Horizon 5 Years
Industry sector Movable assets
Minimum investment amount R 105 000
Targeted IRR over 5 year period 18%+
Targeted Annual dividend yield 7.5%
Salient Features
STAN MEDALIE NON-EXECUTIVE DIRECTOR
AVI GORDONFUND MANAGER
JEFF MILLERNON-EXECUTIVE DIRECTOR
SUNSTONE CAPITAL LIMITED
Authorised Financial Services Provider – 48870 – Registration Number: 2017/418473/06 - SARS Registration Number - VCC – 0101