Exclusive and Private Offering

Investment Opportunity for a “Sophisticated Investor”*

 

Iluka Surf & Yoga Resort 

  • Act Now – Founding Shareholders Get Ground-Floor Profits!
  • Significant Capital Growth Potential 
  • Limited Shares on Offer

 

Introduction

Iluka Surf & Yoga Resort presents a rare and exclusive investment opportunity in a development-approved, luxury 43-room resort located on the trendy North Coast of NSW. This project is uniquely positioned to become the premier destination in this sought-after coastal holiday town, offering unparalleled surf, yoga, and nature-based experiences. With its prime location and proven business model, this opportunity offers sophisticated investors the chance to achieve strong returns and significant medium and  long-term capital growth.

 

Investment Highlights

  • Prime Location:
    Located in one of Australia’s most desirable coastal holiday destinations, Iluka, with direct access to world-class surf, national parks, untapped estuary fishing, golf course, and a pristine river and yacht harbor. The area boasts growing tourism demand with limited supply of eco-luxury accommodations, creating high demand for events and holiday stays.
  • Development-Approved Project:
    The resort will feature 43 rooms, a restaurant, bar, gym, rooftop function & yoga deck, and event facilities. These amenities are designed to cater to the growing wellness and adventure tourism market.
  • Proven Marketing & Operations Model:
    Since 2015, our successful resorts in Bali and Sri Lanka have consistently achieved high occupancy rates and guest satisfaction, with our established business model driving profitability across multiple locations.
  • Significant Growth Potential:
    This new resort is projected to deliver a substantial annual return and capital growth. Projections and financial information available to sophisticated investors.

 

Investment Opportunity

We are inviting sophisticated investors to join this exclusive private offering. 40% of the project shares are available. Phase 2 (construction) will commence upon completion of capital raising. 

All capital raised will be used for the building and development of the project.

  • Minimum Initial Investment: $1 million AUD
  • Maximum Investment: $12 million AUD

 

Why Invest?

  • Experienced Leadership: Our team has over fifty years of expertise in project management, surf and yoga hospitality and property development in Australia, Sri Lanka and Bali.
  • Global Marketing Platform: A well-established, five-star marketing and booking network that connects with past guests from our international surf and yoga retreats, fosters strong brand loyalty and ensures a steady flow of returning and new customers.
  • Unique Market Position: We will be the only luxury surf and yoga resort of its kind in the region, addressing a significant gap in the Australian wellness and adventure tourism market.
  • Sustainable Growth: Our commitment to sustainable tourism practices emphasizes community engagement and environmental responsibility, aligning with the increasing demand for eco-conscious travel.
  • Flexible Exit Strategies: Investors can choose from various exit options, including a share buy-back program, the opportunity to sell your shares to new investors.
  • Exclusive Resort Membership: Enjoy complimentary stays at the resort, special rates for friends and family, early access to high-demand booking periods, and invitations to exclusive events and functions.
  • Priority Access to Future Projects: Shareholders will have priority access to future international Surf & Yoga Resorts projects.
  • Strategic Location: The resort is situated in a prime Northern NSW coastal town, increasingly sought after by local, national and international tourists.
  • The Property: 100% owned by the investment company and debt-free.
  • Development Approval Secured: With all necessary approvals in place, the project is primed for construction, minimizing regulatory risks.

 

Who We Are

Surf & Yoga Pty Ltd combines the transformative power of yoga with the excitement of surfing, offering life-changing experiences. As a multi-generational family business, we specialize in real estate development, project management, and creating world-class surfing destinations.

Marc Vanderbent – CEO, Co-Founder, Director, Shareholder

  • Qualifications: B.Ecomm, Dip.BMgmt, Dip.FS
  • Expertise: Business, resort management, IT, finance, and real estate
  • Developed Elsewhere Surf Camps in Sri Lanka and Bali with 5,000+ new guests annually; top-ranked on TripAdvisor and Google Maps

Derk Vanderbent – Founder, Director, Shareholder

  • Expertise: 50+ years Real Estate: Investment, Project Management, Commercial, Industrial, Residential. Design, Development, Marketing. Property development  in real estate property development.

Julie Vanderbent – CFO, Co-Founder, Director, Shareholder.

  • Expertise: 40 years Real Estate: Investment, Project Management, Commercial, Industrial, Residential management. Sales, letting, investment management.
  • Managed growth and profitability of prior family ventures

 

Next Steps

To request detailed project information and our investor offer document. Email: info@surfandyogaresorts.com and provide the following:

  1. Full name, address and contact details of the intending purchaser or fund.
  2. Amount of funds available for investment.
  3. Evidence of Sophisticated Investor status. (i.e Accountant letter – less than 6 months)

To schedule a discussion, please contact the Director of Real Estate Operations Mr Derk Vanderbent on +61 438 249 949

 

We invite you to join us in this exciting venture and capitalize on the growth of the luxury surf and yoga tourism industry in Australia.

 

Disclaimer & Important Information

This is not a public offer and is only made to “Sophisticated Investors” as defined under Section 708(8)(11) of the Corporations Act 2001 (Cth).

Under this provision, an individual qualifies as a sophisticated investor if they meet specific financial criteria, including:

  • Having net assets of at least AUD 2.5 million, or
  • Earning a gross income of AUD 250,000 or more per annum for the previous two financial years, as certified by a qualified accountant.

This offer does not constitute a prospectus or other disclosure document under the Corporations Act. Participation is available exclusively to individuals who meet the sophisticated investor criteria, ensuring compliance with relevant legal frameworks. Investors are encouraged to seek independent legal and financial advice before making any investment decisions