Overview

The investment in ACF should be viewed as a medium to long term investment. The units in ACF are not listed on the ASX or any other stock exchange.

Portfolio

ACF’s 24 centres are located within Queensland and South Australia and have lease terms for 10 years from various commencement dates in 2003 on a “triple net” basis. The majority of ACF's centres are purpose built and have been constructed since the mid 1990's. 

 

The leases allow for fixed annual rent reviews of three percent, with a rent review to market at the beginning of each of the two five year option periods. The lessee is responsible for the first $20,000 in capital expenditure on an annual basis with a further agreed expenditure to be funded by ACF and amortised over the remaining term of the lease.

Property Valuation Methodology

Investment properties are measured at fair value and revalued on a regular basis to ensure the carrying amount of each property does not differ materially from its fair value at balance date.  Consistent with the requirement to independently value each property on a rolling basis every three years, a valuation program is conducted in the second half of the year. 

 

These independent valuations are considered by the directors of the responsible entity when determining fair value. When assessing fair value, the directors will also consider the discounted cash flow of the property, the highest and best use of the property and sales of similar properties.

 

Debt Funding

ACF has debt facilities with the Commonwealth Bank of Australia.

 

The Fund operates an interest only Term Debt Facility which expires on 31 July 2013. The Fund uses a derivative financial instrument (interest rate swap) to hedge its risks associated with interest rate fluctuations.  The derivative financial instrument is initially recognised at fair value on the date on which a derivative contract is entered into and is subsequently remeasured to fair value.

 

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Natasha

 

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