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.
$20 bn
Assets Under Management
Support your home ownership journey with our residential loans. Tailored towards solutions for every life stage and financial goals.
Explore our commercial loans designed for PAYG and Self-employed borrowers. Tailored solutions for a property purchase, refinance or equity access.
La Trobe Financial is delighted announce its inclusion in The Australian’s prestigious Top 50 Best Places to Work list.
11 September 2024
La Trobe Financial is delighted to announce a new sponsorship which will see them partner with Roundhouse Entertainment and the Mushroom Group to bring the upcoming season of Australia’s most popular outdoor concert series, A Day On The Green to Australia.
02 August 2024
Australia’s premier alternative asset manager this week announced that a milestone $20 billion in AUM has been reached.
18 July 2024
Last year, we launched La Trobe Global Asset Management as a new product series designed to bring the best of the investment world to Australian investors. We are targeting the delivery of quality products which are unique, or have traditionally been hard-to-access for Australian retail investors.
20 June 2024
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.
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.
^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 (AEST) 1 September 2024 and 11:59pm (AEST) 30 September 2024 in a 12 Month Term Account investment. Eligible investors will receive 2 Qantas Points per $4 (usually 1 Qantas Point per $4) invested up to a maximum of 300,000 Qantas Points (at the discretion of La Trobe Financial eligible investors may be entitled to receive additional Qantas Points). For example, if an eligible member invests a minimum of $10,000 they will receive 5,000 (usually 2,500) Qantas Points. 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. Where the normal crediting cycle is on or around the 7th of the subsequent month for standard earn rate points and the month after for bonus points, these crediting dates will occur a month later where the investment is subject to cooling off. Any additional Qantas Points earned on Eligible Investments will be credited to the member’s Qantas Frequent Flyer account in a separate transaction by 30 November 2024. Unless specifically referred to in this document, this offer cannot be used in conjunction with any other advertised or promotional offer, and may be withdrawn, changed or removed at any time. Click here to view full terms, conditions, eligibility requirements and exclusions.
+ 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.
*Past performance is not a reliable indicator of future performance.
#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.
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.
