
Fixed Income

6-8% p.a.
Secured Loans

AUD

Monthly
iPartners

Fixed Income

8-10% p.a.
Secured Loans

AUD

Monthly
iPartners

Fund

10%+ p.a.
Growth Assets

Annually
iPartners

$10,000

17.2% p.a.
Targeted at 7.9% p.a.
3-5 Years
Pub Aggregation
Fund Equity
Hospitality
Private Equity
Medical
26.6% p.a.

6 Years
Growth

$10,000
1 Month BBSW + 9.5% p.a.

5%
Expected 12 Months
Monthly
Asset Backed

$10,000
8.25% p.a.

10%
Monthly

22 Months
Asset Backed Debt

10,000
10.25% p.a.

5%

22 Months
Monthly
Asset Backed Debt

10,000

1 Month BBSW + 3% p.a.

20%
Expected 9 Months
Monthly
Fixed Income
ABS
10% p.a.
Quarterly
Expected 4 Months
ABS

40%

$10,000
14% p.a.
Quarterly
Expected 4 Months
ABS

15%

$10,000
Senior Debt
Property

8% p.a
July 2023
135

$10,000
1-month BBSW + 6.5% p.a.
Monthly

20%
18 Months
ABS

$10,000

8% p.a.
Asset Backed
Quarterly
15 Months (Early Call Date)

$10,000

35%

12.5x

$5,000
Leveraged Equities

Portfolio and AAA ETF

Limited Recourse Loan
12 Months
Fund

2-4%
Fixed Income
iPartners

Monthly

$10,000
12% p.a.
Corporate Loan
Legal 24 Months
SME Financing

Fixed Income

$10,000
9% p.a.
Secured Loan
2 Years
Fixed Income
Consumer Finance

AUD
8.5% p.a.

20%
6 Months
Monthly
Asset Backed

$10,000
6.5% p.a.
6 Months

35%
Asset Backed
Monthly

$10,000
Private Debt
8% p.a.

40%
Expected 15 Months
Monthly

$10,000
Property Equity

31% p.a.

End June 2023
44% after fees
5 villas

$25,000
Real Estate
Agriculture

12-15% p.a. IRR
Equity
7 Years

$10,000

6.5% p.a.
Expected 2 Months

35%
Asset Backed
Semi-Annual

$10,000
8.5% p.a.

20%
Expected 4 Months
Semi-Annually
Asset Backed

$10,000
Equity
Technology/Food Wholesaling

91% YoY

$30m

3-5 Years

$10,000
12% p.a.
Corporate Loan
Legal 30 Months
SME Financing

Fixed Income

$10,000

8.82x

$5,000
Leveraged Equities

WBC Shares
7 Months

Limited Recourse Loan

~8x

$5,000
Leveraged Equities

WBC Shares
7 Months

Limited Recourse Loan

18.7% p.a.
Estimated at 8.9% p.a.
3-5 Years
Pub Aggregation
Fund Equity
Hospitality

7.5% p.a.

30%
21 Months
Quarterly
Fixed Income

$10,000
Real Estate
Agriculture / Environment
Expected 8-10 Years

13% p.a. IRR
Annually From Year 2
Equity

4.25% p.a.
Fixed Income
Secured Loan
Expected 6 Months (Early call date)

25%
Quarterly

$10,000
6.25% p.a.

25%
Fixed Income
12 Months
Quarterly

$10,000
12 Months

6%
9.25% p.a.
Fixed Income
Quarterly
12 months

9.25% p.a.

$10,000
Quarterly
ABS

20%
8% p.a.

40%
Expected 15 Months
Quarterly
Property
ABS
12% p.a.

12%
Property
Quarterly
Expected 15 Months
ABS
Expected 6 Months

6.5% p.a.

$10,000
Semi-Annually
Asset Backed

35%
13 months

9.65% p.a.

$10,000
Quarterly
ABS

20%
Preferred Equity
Property

32% p.a IRR
Expected 2 Years
123

15% p.a.
Property
Higher Education
3-5 Years

15% p.a. IRR
Quarterly

$10,000
8 Months

$10,000
Monthly
Property Debt

21%

9% p.a.

12% p.a.
Asset Backed Securities
Quarterly
18 Months (Early Call Date)

$10,000

10%

13.5x

$5,000
Leveraged Equities

Portfolio and AAA ETF
12 Months

Limited Recourse Loan
10% p.a.
Semi-Annual

14-15% IRR
24 Months (with +12 month option)
Subordinated Note

$10,000
Hospitality

Fund Equity
Pub Aggregation
3-5 years
Estimated at 8.9% p.a.

17.5% p.a
Expected 12 Months

6.5% p.a.

$10,000
Semi-Annually
Asset Backed

35%
Expected 12 Months

6.5% p.a.

$10,000
Semi-Annually
Asset Backed

35%
Hospitality

Fund Equity
Pub Aggregation
3-5 years
Estimated at 8.9% p.a.

19% p.a.

Fixed Income

3.00-3.50% p.a.
Liquid

AUD

Weekly
iPartners
11.5% p.a.

Fixed Income
Corporate Loan
36 Months
Energy Retailing
Quarterly

1 Month BBSW + 9% p.a.
Private Credit

3.25%
Consumer Finance
Monthly
Expected 21 Months
12 Months

$10,000
Monthly
Property Debt

21%

9% p.a.

12% p.a.
Asset Backed Securities
Quarterly
18 Months (Early Call Date)

$10,000

10%

8% p.a.
Asset Backed
Quarterly
18 Months (Early Call Date)

$10,000

35%
18 months

9.65% p.a.

$10,000
Quarterly
Private Credit

20%
22 months

10% p.a.

$10,000
Private Credit

20%

NZD
Secured Loan

AUD
Fixed Income
Consumer Finance
18 Months
12% p.a.

4.5% p.a.
Fixed Income
Secured Loan
Expected 6 Months (Early call date)

30%
Quarterly

1 Month BBSW + 9.50% p.a.
Private Credit
2 years

3.25%
Consumer Finance
Monthly
15 Months

7.5% p.a.

$10,000
Semi-Annually
Asset Backed

50%

9.5% p.a.
Fixed Income
Secured Loan
Expected 6 Months (early call date)

5%
Quarterly
16 months

10% p.a.

$10,000
Quarterly
Private Credit

20%
16 Months

7.5% p.a.

$10,000
Semi-Annually
Asset Backed

50%
10 months
SME Lending
Monthly

$10,000
Private Credit

12% p.a.
Hospitality

Fund Equity
Pub Aggregation
4 -6 years
Estimated at 7% p.a.

18% p.a.
18 Months

7.5% p.a.

$10,000
Semi-Annually
Asset Backed

50%
Expected 9 Months

12% p.a.

$10,000
Quarterly
Private Credit

3.5%
Expected 9 Months

9.5% p.a.

$10,000
Quarterly
Private Credit

6%
Expected 9 Months

6.5% p.a.

$10,000
Quarterly
Private Credit

25%
Expected 10 Months

6.5% p.a.

$10,000
Quarterly
Private Credit

25%
12% p.a.
Fixed Income
Secured Loan
18 months

AUD
Consumer Finance
18 months

10% p.a.

$10,000
Quarterly
Private Credit

20%
Private Credit
Mortgage Backed Securities
Monthly
Expected 2 years

10% p.a.

42%

12% p.a.
Asset Backed Securities
Quarterly
2 years (early call date)

$10,000
Professional Services
Expected 12 months

9.5% p.a.

$10,000
Quarterly

Private Credit

6%
Expected 12 months

6.5% p.a.

$10,000
Quarterly

Private Credit

25%
6 months

$5,000

Approx. 13.3 times

Commodities

SPDR Gold Trust (GLD UP)

AUD

Fixed Income

75%
Property
Junior Loan
15% p.a.
Expected 9 months

Private Credit

$10,000
Consumer Finance
Quarterly

7% p.a.
9 Months (Expected maturity)

Private Credit

$10,000
Consumer Finance
Quarterly

12% p.a.
9 Months (Expected maturity)

14x

AUD

$5,000

Equities

China / AUS / US
6 Months

13 times

CSI300 / STW / SPY

AUD

Equities

$5,000
12 months
5% p.a.

Fixed Income
Secured Loan
Expected 9 Months

30%

AUD
12% p.a.

Fixed Income
Secured Loan
Expected 9 Months

5%

AUD
6.5% p.a.

Fixed Income
Secured Loan
Expected 1 year

AUD

35%
10% p.a.

Fixed Income
Secured Loan
Expected 1 year

AUD

7%
12% p.a.

Fixed Income
Secured Loan
18 months

AUD
Consumer Finance
5.7% p.a.

Fixed Income
Secured Loan
Expected 3 Months

35%

AUD
11.00% p.a.

Fixed Income
Secured Loan
Expected 3 Months

5%

AUD

12-15%

AUD
8-15

Managed Funds

Monthly

$10,000

Fixed Income

66%
Property
Junior Loan
13% p.a.
Expected 6 months
7% p.a.

Fixed Income
Secured Loan
Expected 2yr

AUD

35%
12% p.a.

Fixed Income
Secured Loan
Expected 1yr 10 months

AUD

7%

Fixed Income
12.5% p.a.

55%
Secured Loan
Property - Apartments
Expected 6 Months

10.50% p.a.
Credit Finance
Expected 10.5 Months

Finance receivables

Max 65%

$10,000

Fixed Income
12.5% p.a.

50.2%
Secured Loan
Residential Property
Expected 6 Months

Fixed Income
12.5% p/a

55%
Secured Loan
Commercial property
Expected 3 Months

10% p/a
Real Estate
12-18 Months

Junior Loan

A$10,000

Max 55%

Property - land bank
16% p.a.
56%
2 OSD lots
Estimated at 3 years

$660,000

10% p/a
Real Estate
6 Months

Secured Loan

$10,000

Max 65%
12 Months

ORG / SCG / SUN / S32

Equities

60%

$10,000
8.50%
12 Months

CSL / BOQ / SCG

Equities

70%

$10,000
8.02%
13.00% p/a

Fixed Income
Secured Loan
2.5 Years

AUD
Retail / SME Energy
Hospitality

Equity
18% p.a.
Stapled security
5 - 7 years
7-10% p.a.
12.00% p/a

Fixed Income
Secured Loan
3 Years

AUD
Franchise / Flooring
12% p/a

Fixed Income
Secured Loan
5yr Callable 2yr

AUD

7%
9.5 Months

TLS / RIO / S32 / NAB / WBC

Equities

$10,000
17.75% p/a
13.70%
55%
65%

Residential subdivision
Equity
30
30 March 2020
13.00% p/a

Fixed Income
Secured Loan
24 Months

AUD
Postal Services
64% p.a.
53%

Residential subdivision
Equity
28 June 2019
25% of Development company
7.00% p.a.

Fixed Income
Secured Loan
4.5 year (Callable yr 1.5)

35%

AUD
12.00%

Fixed Income
Secured Loan
4.5 Year (Call yr 1.5)

5.00% + Retained NIM

AUD

10 Times

Australian
12 Months

Equities

13% p/a (10yr Fund History)

$1,000
12% p/a

70%
12 Months

TLS / RIO / S32 / NAB / WBC

Equities

$10,000
11 Months
Debt - senior, secured
26

Residential Development

68%
10% p.a.
11.10%

70%

12 Months

ALL / CSL / OSH / WES / WPL

Equities

$10,000

Property - Residential
30 December 2019

18 months

Term Deposit

$10,000
n/a

Property - Residential
28 Dec 2019

18 Months

Term Deposit

$10,000
n/a
27% p.a.
20%

Residential subdivision
Equity
51
29 March 2019

65%

Registered First Mortgage
10% p.a.

Residential Apartments
16 Oct 2018

1.54x

Asset Backed
Equity
Education

Financing

$50,000

$2,000,000
7.06%

70%

12 Months

TLS / RIO / ANZ

Equities

US$500,000

42%

Mortgage, GSA
9.05% p.a.

Senior debt
up to 4 months

2.5x
7.85% p.a.
7.00% p.a.

Fixed Income
Secured Loan
5 year (Callable yr 2)

35%
12.00%
12.00%

Fixed Income
Secured Loan
5 Year (Callable yr 2)

5%
12 Months
Debt - senior, secured
43
10% p.a.

Residential Development

70%
35% p.a.
30%

Property
Equity
43
15 March 2019
10%

70%

1 Year

QBE / WPL / TLS / BXB / WFD

Equities

$10,000
40% p.a.
45%
May, 2019

Property
Equity
48
33%
38%
April 2019

Property
Equity
46