Update as at 18 January 2025: La Trobe Financial has completed its third periodic review of the TMDs. The revised versions of the TMDs have now been uploaded.
If you have any questions, feedback or concerns about our TMDs please send us an enquiry.
Classic Notice Account
Current - Version 4.0
October 2023 - Version 3.0
October 2022 - Version 2.0
October 2021 - Version 1.0
90 Day Notice Account
Current - Version 4.0
October 2023 - Version 3.0
October 2022 - Version 2.0
October 2021 - Version 1.0
6 Month Notice Account
Current - Version 4.0
October 2023 - Version 3.0
October 2022 - Version 2.0
October 2021 - Version 1.0
12 Month Term Account
Current - Version 4.0
October 2023 - Version 3.0
October 2022 - Version 2.0
October 2021 - Version 1.0
US Private Credit Fund – Class B Units
Current - Version 1.0
Notification of Significant Dealings Form
Click here to download