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Investments / Forms & Disclosure

Australian Real Estate Private Credit Documents

Investment & Disclosure Documents
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Product Disclosure Statement
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New Investor Application Form
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Investment TMDs
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Financial Services Guide
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Fund Constitution
Investor & Portfolio Reporting
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Monthly Portfolio Report
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Key Facts Sheet
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Fund Fact Sheet
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Fund Annual Report
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Fund Half Yearly Report
Updating your Account
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Change of Bank Account Details
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Direct Debit Request
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Withdrawal Request
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Regular Access Request
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Transfer of Investment
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Third Party Access Request
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FACTA & CRS Details
Updating Adviser Details
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Appointment of Financial Adviser
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Request to Change Financial Adviser

Global Asset Management Documents

La Trobe U.S Private Credit Fund
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Printable Application Form
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Target Market Description
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FACTA CRS
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Note: The PDS for the La Trobe U.S Private Credit Fund will be available on or around 5 June, 2024

Any advice on our website is general and has been prepared without considering your objectives, financial situation, or needs. When making your investment decision, note that (1) an investment in our products is not the same as a 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 our products which are detailed in section 9 of the La Trobe Australian Credit Fund PDS, and section 6 of the La Trobe US Private Credit Fund PDS respectively. Full disclaimers are available here.