
A Note from our Chief Investment Officer
A Note from our Chief Investment Officer, Chris Paton.
Notice On 18 September 2025 ASIC have lodged an Interim Stop Order on our 12 Month Term Account, 2 Year Account, and USPC Fund Class B. These products cannot take new investments until the matter is resolved. We are engaging with ASIC on these matters and hope to bring about an efficient resolution. For more information, click here.
On 18 September 2025, La Trobe Financial received notices from corporate regulator ASIC alleging deficiencies in the Target Market Determinations for the 2 Year Account, 12 Month Term Account and US Private Credit Fund – Class B.
An interim stop order is in place until the regulator’s concerns are addressed. We are complying with this order, and are pausing on receiving any new investments into the La Trobe Australian Credit Fund and the US Private Credit Fund – Class B.
The Interim Stop Order does not relate to a view on the performance of our assets, portfolios, or product design. Since the launch of our retail asset management offerings in 1989, none of our portfolio accounts have experienced any gating of liquidity or freezing of withdrawals. La Trobe Financial maintains a mature, deep, and experienced liquidity framework. In addition, we have paid all advertised distribution rates in full every month, on every account, since the inception date of each.
This webpage will be updated to provide our investors with the latest information.
A Note from our Chief Investment Officer, Chris Paton.
We write to notify you that we have received a notice from ASIC alleging deficiencies in the Target Market Determinations that apply to some of our investment products (the 12 Month Term Account, the 2 Year Account and USPC Fund Class B).
For more information feel free to contact our team on 1800 818 818 or via the link below.