The Sunstone Model

Sunstone purchases and rents out operating assets to SMME’s allowing them
to expand their businesses. This fast paced fund is always moving as we are
constantly buying, renting and selling assets. This provides a low risk, highly liquid
investment with attractive returns enhanced through the Section 12J tax benefit.

To learn more about section 12J please go to our blog section and see our articles and videos.

 

TARGETED RETURN PROFILE

Sunstone Capital - MINIMUM INVESTMENT R100 000

Minimum investment R100 000

Sunstone Capital - TARGETED IRR 16%

Targeted IRR 16%

YEAR 0 YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5
Investment into Sunstone
Capital
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)
Yield per Sunstone Capital

Model (Post-WHT)

6% 6% 6% 6% 6%
Capital Returned 900 00
Portion of Invested Capital

Returned % – Post Fees

90%
CGT?? (18%) (162 000)
Net Cashflows (550 000) 60 000 60 000 60 000 60 000 798 000

Features 

Sunstone Capital - Strong assets Underpin

Strong Assets Underpin 

Sunstone Capital - Dividend Yield

Dividend Yielding

Sunstone Capital - Highly Liquid

Highly liquid

Vehicle 31%
Media Assets 69.8%