16 July 2021

La Trobe Financial judged Best Fixed Income Provider

La Trobe Financial announced today that it has been judged Australia’s Best Fixed Income Provider and Australia’s highly commended SMSF Loan Provider at the 2021 SMSF Awards.

The SMSF Awards, now in its eighth year, celebrates and acknowledges the companies providing exceptional service to the professionals working in the SMSF advice and accounting space. Winners of the SMSF Awards are determined via a survey distributed to SMSF professionals in Australia, with the results collated and reviewed by independent analysts. Awards are based solely on the experiences and insights of SMSF practitioners that use SMSF services in their businesses.

La Trobe Financial’s Chris Andrews, Deputy CEO and Chief Investment Officer commented “we are delighted to win this prestigious award for Best Fixed Income Provider. We have a long history of supporting the financial adviser and SMSF markets in Australia, making this award a real tribute to the tremendous efforts of our exceptional and experienced team. When markets turned volatile in March and April last year, they leaned in as they always do and put our customers’ needs first. For seven decades, La Trobe Financial has been committed to supporting investors and we take seriously our responsibility to be good stewards of our investors’ capital. With over $6 billion AUM the La Trobe Australian Credit Fund offers investments focused first on capital preservation and second on premium, low-volatility income. The Fund’s performance in times of low interest rates continues to attract attention across the market.”
Following the survey, La Trobe Financial was also highly commended as a SMSF Loan Provider.

La Trobe Financial’s Cory Bannister, Chief Lending Officer, stated “we are pleased to be highly commended for this award. We are committed to serving our customers and we are looking forward to the years ahead continuing to do what we do best, which is supporting Australians when they need it most. We expect that 2021 is going to be a time where our solutions are in demand more than ever. We have a strong and experienced team and this award is a testament to their hard work, having worked tirelessly alongside our valued customers to ensure we continue to meet our customer’s expectations, in what has been a challenging 12 months for everyone. With $12.5 billion in AUM La Trobe Financial is committed to innovation, product quality and superior service. Our objective is to make a difference by creating wealth for our investing and borrowing clients, by improving their financial standing.”

About La Trobe Financial
Established in 1952 and with $12.5 billion of assets under management, La Trobe Financial is one of Australia’s oldest and leading diversified asset managers, specialising in funding and investment solutions. La Trobe Financial has been a proven and trusted investment partner for institutional and retail investors, operating Australia’s largest retail Credit Fund with over $6 billion in assets under management and 55,000 retail investors. La Trobe Financial has over 5,100 distribution points across its two growth engines. Wealth products are distributed through 1,600 advice practices and loans are distributed through 3,500 brokers. La Trobe Financial is 80% owned by Blackstone, one of the world’s leading investment firms with more than US$649 billion of assets under management worldwide, and 20% owned by management. La Trobe Financial is regulated by the Australian Securities & Investments Commission (ASIC) and holds the requisite regulatory AFSL and ACL to operate the Credit Fund, place RMBS issuances, and provide credit services.

Media enquires:
Chris Andrews, Deputy CEO and Chief Investment Officer, +61 410 220 183