Investment Amount: $
$20,000 $3,000,000
Term: months
3 months 36 months
Maxiron Monthly Income Trust (ARSN 618 038 609)
Australian Registered Mortgage Trust
(Class N)
$20,000
3 months
Rates shown are effective from 1st March 2023. Rates are subject to change, please contact us for details.
Monthly
Your investment received by Maxiron are invested into mortgages via a lender secured by Australian real estate. For more information, please visit our Lending Guideline.
Externally audited every 6 months by Butler Settineri (Audit) Pty Ltd
For investor's peace of mind, the Trust has independent oversight: Primary Securities Ltd as responsible entity and Sandhurst Trustee Limited as custodian.
29 March 2017
| Fund Name | Maxiron Monthly Income Trust (ARSN 618 038 609) |
| Scheme Type | Australian Registered Mortgage Trust (Class N) |
| Minimum Investment | $20,000 |
| Minimum Term | 3 months |
| Target Rate of Return |
Terms
Target Rate*
3 Months
6 Months
12 Months
24 Months
36 Months
*Target rate shown is effective as 1st December 2023. This investment is not a bank deposit and there are risks of lending for commercial purposes as explained in the PDS and TMD which you can download below that outlines that the return is not guaranteed and you risk losing part or all of your money. |
| Distribution terms | Monthly |
| Use of Fund/Security |
Mortgage Secured Your investment received by Maxiron are invested into mortgages via a lender secured by Australian real estate. For more information, please visit our Lending Guideline. |
| Audited | Externally audited every 6 months by Dry Kirkness (Audit) Pty Ltd |
| Independent oversight | The Trust has independent oversight: Primary Securities Ltd as responsible entity and Sandhurst Trustee LTD as custodian. Funds are lent to a company controlled by Maxiron. The loans this company makes are the subject of monthly review by representatives of Primary Securities Ltd. |
| Licencing |
Australian Financial Services Licence:224107 Australian Financial Services Authorised Representative No.: 001268898
|
| Scheme Registration | 29 March 2017 |
Maxiron Monthly Income Trust is an investment fund that lends for commercial purposes. Loans are secured mainly by registered Second Mortgages over Australian properties. Investors with Maxiron Wealth have their funds diversified across a portfolio of loans looked after by an experienced team who will conduct extensive due diligence before settling any loans.
We are able to accept all investors whether they are a Retail or Wholesale Investor (see below for explanation). We can also accept investments from individual investors, self-managed super funds, trusts and companies.
General Warning Advice: This is general advice only. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.
Select the terms that suits you.
Choose between 3 to 36 months
Background
Since inception in 2002, Maxiron Group's goal is to improve the WealthBeing™ of every day Australians.
The Group has an experienced team of professionals from a variety of backgrounds including banking, investment, management consulting, trusts management, accounting, taxation and business advisory.
In addition, the Group consist of members of:
Use of Funds
Funds received by the Trust are lent to a Maxiron company that makes commercial loans secured by mainly second mortgages over Australian real estate diversified into different borrower groups, states or class of real estate.
Independent Oversight
Maxiron Monthly Income Trust is an Australian registered mortgage scheme (ARSN 618 038 609) with Australian Securities and Investments Commission (ASIC) since 29 March 2017.
The Trust is externally audited annually. The Trust's money is held by custodian Sandhurst Trustees Limited. The money is lent to a Maxiron Company which makes commercial loans. The loans this company makes are the subject of monthly review by representatives of Primary Securities LTD.
Please read the Product Disclosure Statement of the Trust in deciding whether to invest. Your money is lent for commercial purposes and there is a risk that you could lose part or all of your money.
Notify us of your request to withdraw funds at maturity is required.
Inform us by emailing us at registry@maxironwealth.com.au
Funds can only be withdrawn at maturity of your investment term.
However, in circumstances of hardship at Responsible Entity's discretion you may be able to withdraw your funds prior to the maturity of the investment term.
Fees apply for early withdrawal or if you wish to transfer your account to another holder, read our PDS for more details.
The minimum commitment is $20,000 over an investment term of 3 months.
To grow your investment faster, you are free to make an additional investment at any time via the additional investment application.
Due to the overwhelming popularity of our products, a monthly investment limit has been implemented Investments are currently accepted on a 1st in 1st serve basis, and once the limit is reached, the excess would be deferred to the next month for allotment.
To ensure you can earn a competitive return as soon as possible, please apply and transfer fund at your earliest convenience so not to miss out on this investment opportunity.
Absolutely! Just click on the member login at the top of the navigation bar. Our portal allows members to access their account online to check their investment and interest earnings.
You may also be able to become a member, please contact us for details. (Excluding US residents)
For prospective members in considering this investment opportunity, please read our PDS and TMD.
If you are happy with your return and decide to stay with us longer, you are most definitely welcome. Just let us know and we'll rollover your investment for you for the same term, easy!
If you are interested in topping up your investment, it is as easy as pie. Simply fill in the Additional Investment Form and send it to us by email, our friendly investment team will then contact you.
If you have withdrawn your investment but wish to invest with us again, please fill in the Online Application Form as you have done so previously. Application can be completed in as little as 5 minutes.
Competitive target return paid to your bank account.
The choice of 3 to 36 month terms and invest from $20,000 to $3 million.
Funds are indirectly diversified into a pool of mortgages. Please read PDS for risks.
The Fund is independently audited & investor deposits are held by an independent custodian.
Our sign-up process makes it easy for members to get started easily.
Select your investment term and transfer funds to the Trust.
Your money is pooled with the money of other investers and lent by the trust to a Maxiron company which makes commercial loans secured mainly by second mortgages.
See your savings working hard for you via your member account anywhere, at anytime.
