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Awards & Ratings
Local & International Recognitions

Group Awards


Best of the Best Money magazine   
2019 'Best Mortgage Fund in Australia' - 10 years in a row
2018 'Best Mortgage Fund in Australia' - 9 years in a row


Since 1999 Money magazine has been Australia’s most read monthly personal finance publication with a circulation of 43,140 (Dec 16) and readership of 142,000 (Dec 16). Money magazine has recently been purchase by the Rainmaker Group. Formerly, Money magazine was owned by Bauer Media (Germany), an international media group producing more than 570 magazines, 300 digital products, 50 radio and TV stations worldwide and group turnover at €2 billion, employs 16,000 staff in 16 countries. For the tenth year in a row (2010 - 2019) La Trobe Financial's 12 Month Term Account has been recognised as the 'Best Mortgage Fund in Australia' by respected financial journal, Money magazine.

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International Finance Awards - London   
2018 "Best Investment Company – Australia"
2018 "Best non-bank - Australia"
2017 "Best Wealth Management Company - Australia"
2017 "Best non-bank - Australia"
2016 "Best Investment Company – Australia"
2016 "Best Specialist Lender – Australia"
2015 "Best Investment Company – Australia"
2015 “Best Mortgage Fund – Australasia”
2014 “Best Mortgage Fund – Australasia”
2014 "Best Investment Management Company – Australia”


The IFM Awards conducted in London each year recognise international finance industry companies that make a significant difference and add value. Each Award is one that recognises the highest standards of innovation and performance. International Finance Magazine (IFM) Publications Ltd based in London provides financial market information read in over 185 countries including top decision makers and influences in global finance.

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Award 1 presentation >   Award 2 presentation >

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IAIR Asset Management Global Awards   
2019 Wealth Management Company of the Year – Asia Pacific
2019 Credit Specialist of the Year – Asia Pacific
2018 Investment Company of the Year - Asia Pacific
2017 non-bank Lender of the Year - Australia
2017 Asset Manager of the Year – Asia Pacific
2016 Best Specialist Lender – Australia
2016 Asset Manager of the Year Mortgage Funds – Asia Pacific
2015 Excellence in Mortgage Fund – Asia Pacific
2014 Excellence in Mortgage Fund Management – Australia
2013 Excellence in Mortgage Fund Management Independent - Australia
2013 Excellence and Innovation in Fund Management – Australia


International Alternative Investment Review (IAIR) is a global independent research institute based in Milan focused on alternative investments. It's AWARDS are one on of the worlds leading awards for excellence in asset and wealth management having been held in New York, Sao Paulo, Milan, Hong Kong and London. Winners are selected by a judging panel from an on-line survey of over 50,000 readers.

In March 2017, La Trobe Financial was awarded "Asset Manager of the Year (Asia Pacific)" by the International Alternative Investment Review (IAIR) in Hong Kong. La Trobe Financial was also awarded "non-bank lender of the Year (Australia).

In March 2016, La Trobe Financial was awarded "Asset Manager of the Year – Mortgage Funds (Asia Pacific)". This was the fourth consecutive year our Fund has been awarded by IAIR. La Trobe Financial was also awarded "Best Specialist Lender (Australia)".
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In March 2015, La Trobe Financial was awarded "Excellence in Mortgage Fund – Performance – Asia Pacific" for the third consecutive year.
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In February 2014 La Trobe Financial was awarded "Excellence in Mortgage Fund Management Independent, Australia" for the second consecutive year.
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In February 2013 La Trobe Financial were awarded two separate Asset Management Awards: "Excellence and Innovation in Fund Management Independent, Australia" and "Excellence in Mortgage Fund Management Independent, Australia".
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Advertising Campaign of the Year
2018 Advertising Campaign of the Year - Consumer-Rainmaker Group


Rainmaker group founded in 1992 established a reputation as leading financial services Information Company providing market intelligence, industry research, media and publishing, events and consulting services predominant for Superannuation Funds, Investment Managers and Financial Planners. The Rainmaker Group comprises: Rainmaker Information, Financial Standard, Selection Super, Select Adviser, and CompanyOnline.

MPA - Brokers on Non Banks Survey   
2018 Best non-bank - Commercial
2018 Best non-bank - Non Resident
2017 Best non-bank
2017 Best BDM Support
2017 Best Product Range
2017 Best Credit Policy


Following the MPA’s Brokers on non-banks Survey, La Trobe Financial was judged the Best non-bank in Australia

Self Managed Super Fund Awards – Core Data   
2018 SMSF Service Provider Award for Innovation


CoreData is a global specialist research and strategy consultancy, with a head office in Sydney, Australia. Our primary focus is providing clients with research insights to help their businesses grow. Founded in 2002, we are independently owned with the capabilities and expertise to conduct bespoke and syndicated research on six different continents. Our aim is to deliver clients with timely and actionable research and market intelligence that will drive transformational change in their business.

Adviser Best non-bank Lending Awards   
2015 Best non-bank Lender La Trobe Financial – Finalist.


Best non-bank Lender La Trobe Financial – Finalist, The Adviser’s non-bank Lending Awards 2015. The winners are chosen based on a survey of almost 600 brokers, undertaken by the Sydney based Adviser Magazine the number one resource for Australian mortgage and finance brokers, reaching over 10,000 mortgage and finance professionals every month. Backed by a respected and experienced publishing team owned by Sterling Publishing Pty Ltd.

RFI Australian Specialist Lending Awards   
2017 Best non-bank Lender La Trobe Financial - Finalist.
2017 Best Specialist Lender La Trobe Financial - Finalist.
2017 Best Self Employed Lender La Trobe Financial - Finalist.


Best Specialist Lender La Trobe Financial - Finalist. Presented by RFi, a global intelligence and media provider to financial services, with offices in Toronto, Washington DC, London, Hong Kong, Singapore and Sydney, The Australian Lending Awards are the only awards dedicated exclusively to awarding achievement within the mortgage industry which are based on consumer interviews, broker interviews and an independent panel of judges and aim to acknowledge the outstanding lenders as well as those catering to specific market segments

Melbourne Financial Services Symposium (MFSS) Awards   
2015 La Trobe Financial Innovation Award - special mention finalist.
2011 La Trobe Financial Innovation in Funds Management Award


The Melbourne Financial Services Symposium since 1998 has brought together global and local industry leaders in funds management and also hosts two awards. The Victorian Innovation in Funds Management Award (VIFM) and the VFMC Industry Stewardship Award. Operated by the Australian Centre for Financial Studies (ACFS), this Innovation Award reflects La Trobe Financial's outstanding performance during the Global Financial Crisis of 2008.

AFR Smart Investor Awards   
2009 "Top Ranked Mortgage Fund" Australia Wide


Australian Financial Review is owned by Fairfax Media commenced in 1951 as a weekly newspaper then in 1961 bi-weekly and in 1963 a daily newspaper. AFR Smart Investor awards are assessed by an independent expert panel. In 2009, La Trobe Financial was awarded "Top Ranked Mortgage Fund" Australia Wide by Smart Investor Magazine (Australian Financial Review.)

Prime Minister Innovation Award   
1986 Prime Minister Award for Innovation


National Awards for Innovation presented by the then Prime Minister the Hon. R.J. Hawke in 1986 for local government in a joint venture between La Trobe Financial and Moe City Council tendering valuable banking services and arranging an additional $12 million in home loan finance for circa. 300 new residents in the municipality as conceived by La Trobe Financial founder Mr. Ray O'Neill, Shire President Bob Pugsley and Shire CEO Mr. Peter Lerstang.

The award was personally awarded by Hon. R.J. Hawke. The National Awards recoqnise, reward and promote the innovative work across Australia.

Fund Ratings


Australia Ratings   
‘Very Strong’ ranking given to La Trobe Financial. 8-Feb-2019


Australia Ratings is the only credit rating agency in Australia which holds a retail Australian Financial Services Licence (AFSL) issued by the Australian Securities & Investments Commission (ASIC) meaning that it is the only ratings agency in Australia licensed to issue credit ratings on debt securities and products offered to retail investors in Australia.

Australia Ratings has assigned a ‘Very Strong’ ranking to La Trobe Financial Asset Management Limited (LFAM) in its role as the Responsible Entity for the La Trobe Australian Credit Fund (the Fund). This Operational Capability Assessment (OCA) ranking reflects the embedded processes and procedures adopted by LFAM to successfully execute the Fund’s investment mandates and deliver the expected income to investors.”

Lonsec   
‘Recommended’ rating for the 12 Month Term Account. 2-October-2018


Lonsec has been providing tailored investment research solutions for financial advisers for more than 15 years. Lonsec is owned by private equity specialist Mark Carnegie and Jeff Bresnahan's superannuation ratings house, SuperRatings.

Lonsec rates the La Trobe Australian Credit Fund Pooled Investment Option (the La Trobe Fund) ’Recommended’ on the belief that ... ”that Lonsec has conviction that the fund or product can achieve its objectives and, if applicable, outperform peers over an appropriate investment timeframe. The manager or product has a number of competitive advantages in people, process and product design.”

Zenith Investment Partners   
La Trobe Australian Credit Fund – 12 Month Term Account rated “Recommended” 21 March 2018


Zenith Investment Partners is an independently owned investment research provider 100% owned by directors and key staff, formed in 2002 by David Smythe and David Wright (both formerly of InvestorWeb)

Zenith Investment Partners rates the La Trobe Fund ‘Recommended’ because... ”it provides investors with an exposure to a diversified, Australia-wide portfolio of real estate mortgage securities. La Trobe Financial was founded in 1952 and is wholly owned by Managing Director Greg O’Neill. With $2billion in funds under management and strong lending operations, the business is in a sufficient financial position to comfortably carry on for the foreseeable future.”

SQM Research   
2018 Australian Mortgage Trust Sector - La Trobe Financial rated highest ranking
12 Month Term Account rated Superior "4.25 Stars". 25-Feb-2019
Select Investment Account rated Superior "4 Stars". 22-Feb-2019


SQM Research is an independent property advisory and forecasting research house specialising in providing accurate property related advice, research and data to financial institutions and real estate investors. It is founded by Louis Christopher one of Australia’s most recognised and respected property analysts.

SQM Research rates the 12 Month Term Account “4.25 Stars” and the Select Investment Account "4 Stars". These ratings reflects SQM Research’s continued faith in the Fund’s skilled and experienced investment team. Moreover, the Fund has been able to record strong outperformance to its stated benchmark and the broader peer group over the year.*

Lipper Ratings   
Lipper Ratings rates Classic 48 hour Account ‘3 for Consistent Return’ and 12 Month Term Account '5 for Consistent Return'. 31-Jan-2017


Lipper, a Thomson Reuters company, covers 213,000 share classes and more than 117,000 funds located in over 60 countries. Found in 1973 by securities analyst A.Michael Lipper and taken over by Reuters in 1998. Funds are rated on a numeric scale of 5 to 1 with '5' representing funds with the highest rating. Lipper metrics, Total Return, Consistent Return, Preservation, Tax efficiency (US only) and expense all compared to similar funds within a peer group.

Lipper Ratings rates the La Trobe Fund as a ‘3 for Consistent Return’ (Classic 48 Hour Account) ... "on the basis that the Classic 48 Hour Account aims to provide Investors with a reasonably stable and predictable income based on a monthly variable rate of return, investing in loans secured by mortgages including, in some cases, aged care and reverse mortgage loans, cash, term deposits, bonds issued by a state or federal government or an Australian financial institution, negotiable certificates of deposit and bank bills, retaining higher cash than other Accounts in the Fund. Lipper Ratings rates the 12 Month Term Account of the Fund a ‘5 for Consistent Return because it aims to provide Investors with a reasonably stable and predictable income based on a monthly variable rate of return, investing in a wide range of mortgages in a range of industry sectors, with geographic diversification across Australia.”

Staff Awards:




Financial Services Executive of the Year - 2016   

The CEO Magazine, Executive of the Year Awards are Australia's most prestigious business awards. The awards recognise the exceptional contribution made by the CEO and senior management who drive Australia's greatest organisations.

Entrepreneur of the Year - 2012   

Ernst & Young is a global accounting and audit firm of 167,000 staff. Ernst & Young sponsor the Entrepreneur of the year awards in over 140 cities in more than 50 countries. The EY Entrepreneur of the Year is considered the world’s most prestigious business awards. Each year a handful of select business men and women are selected by EY to nominate.

Wealth Management Executive of the Year - 2011   

Rainmaker group founded in 1992 established a reputation as leading financial services Information Company providing market intelligence, industry research, media and publishing, events and consulting services predominant for Superannuation Funds, Investment Managers and Financial Planners. The Rainmaker Group comprises: Rainmaker Information, Financial Standard, Selection Super, Select Adviser, and CompanyOnline.


Best National BDM Mortgage Industry Australia - 2013, 2014   

The Mortgage & Finance Association of Australia (MFAA) is the peak rational body providing service and representation to over 9,500 credit advisers (Mortgage brokers) in Australia. The association formed in 1982 was formerly known as the Mortgage Bankers Association. The MFAA Excellence Awards are held annually and winners are voted on by an independent expert Judging panel.



Best non-bank BDM – Australian Mortgage Awards – 2017

The Australian Mortgage Awards are the leading independent awards event for the mortgage industry, recognising excellence and highlighting the outstanding achievements of those in the business.

The Awards are hosted by Key Media Group.



Finalist - Marketing Communications of the Year 2018   

Money Management Women in Finance Awards   

The Women in Financial Services awards celebrate financial services professionals who have delivered excellent performance in their respective fields and contributed to the advancement of women in both their organisations and the industry. The Awards acknowledge women who have excelled professionally in their fields within financial services.

Finalist - Marketing Professional of the Year – 2017   

Momentum Media – Women in Finance Awards

The Women in Finance Awards is a program that identifies the leading women across financial services, from business leaders and mentors, to skilled investment managers, to client-centric accountants, financial advisers and mortgage brokers. The winners will represent inspirational high achievers from the financial sector, from today’s thought leaders to the stars of tomorrow.

Finalist - Marketer of the Year 2016   

Money Management Women in Financial Services.

The Women in Financial Services awards celebrate financial services professionals who have delivered excellent performance in their respective fields and contributed to the advancement of women in both their organisations and the industry. The Awards acknowledge women who have excelled professionally in their fields within financial services.

Marketing, Advertising & Sales Excellence of the Year - 2014   

MAX Award

Rainmaker group founded in 1992 established a reputation as leading financial services Information Company providing market intelligence, industry research, media and publishing, events and consulting services predominant for Superannuation Funds, Investment Managers and Financial Planners. The Rainmaker Group comprises: Rainmaker Information, Financial Standard, Selection Super, Select Adviser, and CompanyOnline.



Finalist - Advocate Professional of the Year 2018
Finalist - Employer of the Year 2016

Money Management Women in Finance Awards   

The Women in Financial Services awards celebrate financial services professionals who have delivered excellent performance in their respective fields and contributed to the advancement of women in both their organisations and the industry. The Awards acknowledge women who have excelled professionally in their fields within financial services.



Finalist - Investment Management Professional of the Year 2018
Finalist - Investment Management Professional of the Year 2016

Money Management Women in Finance Awards   

The Women in Financial Services awards celebrate financial services professionals who have delivered excellent performance in their respective fields and contributed to the advancement of women in both their organisations and the industry. The Awards acknowledge women who have excelled professionally in their fields within financial services.

10 years in a row
Money Magazine
Best Mortgage Fund
5 years in a row
IFM Best Investment
Management Company
7 years in a row
IAIR Investment
Company of the Year
 
2 years in a row
IFM Best non-bank
- Australia