Fixed Income
Secured Loans
Monthly
6-8% p.a.
AUD
iPartners
13.5x
Leveraged Equities
12 Months
$5,000
Portfolio and AAA ETF
Limited Recourse Loan
Expected 10 Months
$10,000
Asset Backed
6.5% p.a.
Semi-Annually
35%
10% p.a.
14-15% IRR
Subordinated Note
Semi-Annual
24 Months (with +12 month option)
$10,000
Fund
Growth Assets
iPartners
10-20% p.a.
Annually
$10,000
Fixed Income
Secured Loans
Monthly
8-10% p.a.
AUD
iPartners
AUD
Quarterly + Final Annual Distribution
8-10% p.a.
Property Debt
Open Ended
$10,000
20 Months
$10,000
20%
10% p.a.
Private Credit
NZD
Fund
Fixed Income
Monthly
2-4%
iPartners
$10,000
12% p.a.
Property
Expected 18 Months
12%
Quarterly
ABS
Hospitality
Pub Aggregation
Estimated at 8.9% p.a.
Fund Equity
3-5 years
17.5% p.a
13x
$5,000
AUS / China / US
AUD
Equity Derivatives
12 Months
Expected 10 Months
Semi-Annually
20%
$10,000
Asset Backed
8.5% p.a.
Expected 12 Months
$10,000
Asset Backed
6.5% p.a.
Semi-Annually
35%
Expected 12 Months
$10,000
Asset Backed
6.5% p.a.
Semi-Annually
35%
Hospitality
Pub Aggregation
Estimated at 8.9% p.a.
Fund Equity
3-5 years
19% p.a.
Fixed Income
Liquid
Weekly
3.00-3.50% p.a.
AUD
iPartners
11.5% p.a.
Corporate Loan
Energy Retailing
Fixed Income
36 Months
Quarterly
1 Month BBSW + 9% p.a.
3.25%
Monthly
Private Credit
Consumer Finance
Expected 21 Months
12 Months
Monthly
21%
$10,000
Property Debt
9% p.a.
12% p.a.
Quarterly
$10,000
Asset Backed Securities
18 Months (Early Call Date)
10%
8% p.a.
Quarterly
$10,000
Asset Backed
18 Months (Early Call Date)
35%
18 months
$10,000
Private Credit
9.65% p.a.
Quarterly
20%
14 Months
$10,000
Asset Backed
7.5% p.a.
Semi-Annually
50%
22 months
$10,000
20%
10% p.a.
Private Credit
NZD
Secured Loan
Fixed Income
18 Months
AUD
Consumer Finance
12% p.a.
4.5% p.a.
Secured Loan
30%
Fixed Income
Expected 6 Months (Early call date)
Quarterly
1 Month BBSW + 9.50% p.a.
2 years
Consumer Finance
Private Credit
3.25%
Monthly
15 Months
$10,000
Asset Backed
7.5% p.a.
Semi-Annually
50%
9.5% p.a.
Secured Loan
5%
Fixed Income
Expected 6 Months (early call date)
Quarterly
16 months
$10,000
Private Credit
10% p.a.
Quarterly
20%
16 Months
$10,000
Asset Backed
7.5% p.a.
Semi-Annually
50%
10 months
Monthly
Private Credit
SME Lending
$10,000
12% p.a.
Hospitality
Pub Aggregation
Estimated at 7% p.a.
Fund Equity
4 -6 years
18% p.a.
18 Months
$10,000
Asset Backed
7.5% p.a.
Semi-Annually
50%
Expected 9 Months
$10,000
Private Credit
12% p.a.
Quarterly
3.5%
Expected 9 Months
$10,000
Private Credit
9.5% p.a.
Quarterly
6%
Expected 9 Months
$10,000
Private Credit
6.5% p.a.
Quarterly
25%
Expected 10 Months
$10,000
Private Credit
6.5% p.a.
Quarterly
25%
12% p.a.
Secured Loan
AUD
Fixed Income
18 months
Consumer Finance
18 months
$10,000
Private Credit
10% p.a.
Quarterly
20%
Private Credit
Monthly
10% p.a.
Mortgage Backed Securities
Expected 2 years
42%
12% p.a.
Quarterly
$10,000
Asset Backed Securities
2 years (early call date)
Professional Services
Expected 12 months
$10,000
Private Credit
9.5% p.a.
Quarterly
6%
Expected 12 months
$10,000
Private Credit
6.5% p.a.
Quarterly
25%
6 months
Approx. 13.3 times
SPDR Gold Trust (GLD UP)
$5,000
Commodities
AUD
Fixed Income
Property
15% p.a.
75%
Junior Loan
Expected 9 months
Private Credit
Consumer Finance
7% p.a.
$10,000
Quarterly
9 Months (Expected maturity)
Private Credit
Consumer Finance
12% p.a.
$10,000
Quarterly
9 Months (Expected maturity)
14x
$5,000
China / AUS / US
AUD
Equities
6 Months
13 times
AUD
$5,000
CSI300 / STW / SPY
Equities
12 months
5% p.a.
Secured Loan
30%
Fixed Income
Expected 9 Months
AUD
12% p.a.
Secured Loan
5%
Fixed Income
Expected 9 Months
AUD
6.5% p.a.
Secured Loan
AUD
Fixed Income
Expected 1 year
35%
10% p.a.
Secured Loan
AUD
Fixed Income
Expected 1 year
7%
12% p.a.
Secured Loan
AUD
Fixed Income
18 months
Consumer Finance
5.7% p.a.
Secured Loan
35%
Fixed Income
Expected 3 Months
AUD
11.00% p.a.
Secured Loan
5%
Fixed Income
Expected 3 Months
AUD
12-15%
8-15
Monthly
AUD
Managed Funds
$10,000
Fixed Income
Property
13% p.a.
66%
Junior Loan
Expected 6 months
7% p.a.
Secured Loan
AUD
Fixed Income
Expected 2yr
35%
12% p.a.
Secured Loan
AUD
Fixed Income
Expected 1yr 10 months
7%
Fixed Income
55%
Property - Apartments
12.5% p.a.
Secured Loan
Expected 6 Months
10.50% p.a.
Expected 10.5 Months
Max 65%
Credit Finance
Finance receivables
$10,000
Fixed Income
50.2%
Residential Property
12.5% p.a.
Secured Loan
Expected 6 Months
Fixed Income
55%
Commercial property
12.5% p/a
Secured Loan
Expected 3 Months
10% p/a
12-18 Months
A$10,000
Real Estate
Junior Loan
Max 55%
Property - land bank
56%
Estimated at 3 years
16% p.a.
2 OSD lots
$660,000
10% p/a
6 Months
$10,000
Real Estate
Secured Loan
Max 65%
12 Months
Equities
$10,000
ORG / SCG / SUN / S32
60%
8.50%
12 Months
Equities
$10,000
CSL / BOQ / SCG
70%
8.02%
13.00% p/a
Secured Loan
AUD
Fixed Income
2.5 Years
Retail / SME Energy
Hospitality
18% p.a.
5 - 7 years
Equity
Stapled security
7-10% p.a.
12.00% p/a
Secured Loan
AUD
Fixed Income
3 Years
Franchise / Flooring
12% p/a
Secured Loan
AUD
Fixed Income
5yr Callable 2yr
7%
9.5 Months
Equities
17.75% p/a
TLS / RIO / S32 / NAB / WBC
$10,000
13.70%
55%
Residential subdivision
30
65%
Equity
30 March 2020
13.00% p/a
Secured Loan
AUD
Fixed Income
24 Months
Postal Services
64% p.a.
Residential subdivision
28 June 2019
53%
Equity
25% of Development company
7.00% p.a.
Secured Loan
35%
Fixed Income
4.5 year (Callable yr 1.5)
AUD
12.00%
Secured Loan
5.00% + Retained NIM
Fixed Income
4.5 Year (Call yr 1.5)
AUD
10 Times
12 Months
13% p/a (10yr Fund History)
Australian
Equities
$1,000
12% p/a
12 Months
Equities
70%
TLS / RIO / S32 / NAB / WBC
$10,000
11 Months
26
68%
Debt - senior, secured
Residential Development
10% p.a.
11.10%
12 Months
Equities
70%
ALL / CSL / OSH / WES / WPL
$10,000
Property - Residential
18 months
$10,000
30 December 2019
Term Deposit
n/a
Property - Residential
18 Months
$10,000
28 Dec 2019
Term Deposit
n/a
27% p.a.
Residential subdivision
51
20%
Equity
29 March 2019
65%
10% p.a.
16 Oct 2018
Registered First Mortgage
Residential Apartments
1.54x
Asset Backed
Education
$50,000
Equity
Financing
$2,000,000
7.06%
12 Months
Equities
70%
TLS / RIO / ANZ
US$500,000
42%
9.05% p.a.
up to 4 months
Mortgage, GSA
Senior debt
2.5x
7.85% p.a.
Fixed Income
5 year (Callable yr 2)
7.00% p.a.
Secured Loan
35%
12.00%
Fixed Income
5 Year (Callable yr 2)
12.00%
Secured Loan
5%
12 Months
43
Residential Development
Debt - senior, secured
10% p.a.
70%
35% p.a.
Property
43
30%
Equity
15 March 2019
10%
1 Year
Equities
70%
QBE / WPL / TLS / BXB / WFD
$10,000
40% p.a.
May, 2019
Equity
45%
Property
48
33%
April 2019
Equity
38%
Property
46
