
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
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
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% p.a.

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