Kestrel Capital
Kestrel Asia Pacific Growth Fund
The Kestrel Asia Pacific Growth Fund (KAP), based in Singapore, provides investors with the opportunity to participate in a diversified portfolio of Australian and New Zealand technology growth company investments focused on Asian and US expansion.
The Fund benefits from Singapore tax exemption and double-tax agreements with Australia and New Zealand, a combination of direct investments & investment via KGC (CGT free, tax exemption or fully franked returns) in Australia, and New Zealand's Limited Partnership structure (a non taxing entity providing 100% flow through of distributions and is CGT free).
$250 million
3-5x capital over 5 years
Singapore: Tax exemption on fund investments, GST remission and interest withholding tax. Tax benefits in ANZ passed on through DTAs.
Australia: Priority investment into a registered PDF providing concessional rates of tax, CGT free, fully franked and tax exempt investment returns.
New Zealand: Limited partnership structure, a non taxing entity that provides 100% flow through of distributions and is CGT free.
Key Terms
Offer
Portfolio target return
Tax advantages
Technology
Technology continues to disrupt all industries, with innovation driving significant growth and investment returns.
A world-wide phenomenon.
Investors
Major hurdles faced by investors (retail, HNW and institutional) are: access to investments, access to experience & track record, liquidity and tax effective returns.
Australia & New Zealand
ANZ has a long history of successful technology, development & innovation.
Major hurdles faced include access to capital and expertise.
Success stories include: Atlassian, Cochlear, Freelancer, REA Group, ResMed, Seek, Sirtex, TruTest, XERO, Zip Industries.
KAP
KAP overcomes these hurdles and provides the access with a bonus: CGT free, fully franked and tax exempt returns through DTAs.
