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Strength and Experience

It takes a long time to build trust. For over seventy years, La Trobe Financial has been managing carefully selected portfolios sourced from the $2.8 trillion residential and commercial mortgage market. Our rigorous investment disciplines are time-tested and have produced market-leading returns for our investors in good times and bad. We are committed to protecting and growing our investors’ wealth. Today, tomorrow and always.

$19bn

assets under management

Investments

As a trusted investment partner for almost 100,000 investors+, La Trobe Financial manages high quality portfolios designed to deliver in good times and in bad. No matter your investment timeframe, you can make your money work harder with La Trobe Financial – a multi award-winning investment manager.

Some of our Awards

At La Trobe Financial, we are committed to delivering market leading investment solutions. With a strong performance record through every economic cycle*, the 12 Month Term Account has been judged the ‘Best Credit Fund – Mortgages’ for 15 consecutive years by the well-known finance journal, Money magazine.

Our Personal Service Makes the Difference

We are proud of our long-standing heritage of expert service. We are committed to delivering tailored investment and lending solutions with a genuine human touch.

We Can Help
We provide a number of ways to contact us. To select the contact method that best suits your needs, visit our Contact Us section.
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*The rate of return on your investment is current at 1 December 2023. The rate of return is reviewed and determined monthly and may increase or decrease each month. The rate of return applicable for any given month is paid at the start of the following month. The rate of return is not guaranteed and is determined by the future revenue of the Credit Fund and may be lower than expected.

^You must be a Qantas Frequent Flyer to earn and redeem Qantas Points. A joining fee usually applies, however, La Trobe Financial has arranged for this to be waived for new customers who join here. Membership and points are subject to the Qantas Frequent Flyer program Terms and Conditions.

This offer is valid for Australian resident Qantas Frequent Flyer members who make an Eligible investment of a minimum of $10,000 with La Trobe Financial between 12:01am (AEDT) 1 March 2024 and 11:59pm (AEDT) 31 March 2024 into the 12 Month Term Account will receive 2 Qantas Points per $4 (usually 1 Qantas Points per $4) invested up to a maximum of 300,000 Qantas Points (usually 150,000 Qantas Points). For example, if a Qantas Frequent Flyer member invests a minimum of $10,000 they will receive 5,000 (usually 2,500) Qantas Points.  At the discretion of La Trobe Financial Eligible Investors may be entitled to receive additional Qantas Points above the maximum. Qantas Points will be rounded up to the nearest whole Qantas Point. You must register your Qantas Frequent Flyer details with La Trobe Financial to earn Qantas Points. The standard Qantas Points (e.g.. 2,500 Points on $10,000 investment) will be credited to the member’s Qantas Frequent Flyer account by the 7th of the subsequent month after the investment has been made. The additional Qantas Points (e.g. an additional 2,500 Points on a $10,000 investment) earned on eligible investments through this promotion will be credited to the member’s Qantas Frequent Flyer account in a separate transaction by 31 May 2024. This offer cannot be used in conjunction with any other advertised or promotional offer, and may be withdrawn, changed or removed at any time. For full terms, conditions, eligibility requirements and exclusions visit latrobefinancial.com.au/qantas.

**Past performance is not a reliable indicator of future performance.

+Total investors is calculated by adding all individual & joint investors (which includes some investors with a current zero balance in their account) to reasonable estimates of investors investing via platform, trusts or SMSFs.

#We will make every endeavour to release your funds after receiving your withdrawal request: 2 business days for the Classic Notice Account, 90 days for the 90 Day Notice Account, and 180 days for the 6 Month Notice Account. However, we have a 12-months under the Fund’s Constitution to fulfil the request. When determining whether to honour your withdrawal request within the specified timeframes we have to have regard to the Fund’s ability to realise for value the relevant assets and the best interests of investors. While there is a risk of not honouring your withdrawal request within 2 business days, 90 days, or 180 days, it’s important to note that there has never been a case in the history of the Fund when we have not honoured a withdrawal request on time due to a lack of liquidity.

To the extent that any statement on this website constitutes financial product advice, that advice is general and has been prepared without considering your objectives, financial situation, or needs. Before deciding to acquire or continue holding an interest in the La Trobe Australian Credit Fund, consider the appropriateness of the advice having regard to your objectives, financial situation, or needs, and obtain and consider the Fund’s PDS and TMDs. When considering whether to acquire or to continue to hold an interest in the Fund, be aware that that (1) an investment in the Fund is not a bank or term deposit, lacking coverage under the Australian Government’s deposit guarantee scheme and posing a higher risk than a bank-issued term deposit; and (2) additional risks are associated with an investment in the Fund which are detailed in section 9 of the PDS. Full disclaimers are available here.