Fund Summary
Heritage Lodge (ARSN 089 099 249) is a registered management investment scheme with an investment in and the carrying on of a hotel accommodation business on behalf of 96 room and 6 suite owners.
Important Update to Investors – Heritage Lodge Scheme – 30 June 2023
- Schedule A – Notice to Members – S ECI 2022 02457
- Amended originating motion – 9 September 2022 – S ECI 2022 02457
- First defendant’s amended points of issue – 3 May 2023 – S ECI 2022 02457
- Order of Lyons J – 21 November 2022 – S ECI 2022 02457
- Order of Lyons J – 22 December 2022 – S ECI 2022 02457
- Order of Lyons J – 1 March 2023 – S ECI 2022 02457
- Order of Lyons J – 29 June 2023 – S ECI 2022 02457
Key Information
Responsible Entity
Vasco Trustees Limited
Custodian
Sandhurst Trustees Limited
Minimum Investment
The Fund is closed for new investment. Existing room owners may transfer their interest to new investors.
Reports and Updates
Change of Auditor
4 July 2024 – RE Scheme Auditor Change
4 July 2024 – RE Compliance Plan Auditor Change
Further Information
Contact Vasco Trustees on +61 3 8352 7120