Our offices are closed for the holidays December 24th - January 6th.

Investment distribution payments for the December quarter will be made on the 31st December 2024.

Leadership Team

Paul Bendall

Chief Executive Officer

Email Paul

Andrew Western

Chief Financial Officer

Email Andrew

Sam Burgess

Chief Investment Officer

Email Sam

Phil Bennett

Head of Lending

Email Phil

Jayne Hunt

Head of Marketing & PR

Email Jayne

Julie McCullough

Head of Compliance & Quality Assurance

Email Julie

Geoff Newland

Head of Credit

Email Geoff

Matt Tucker

Chief Technology Officer

Email Matt

Sharon Weymouth

Head of People & Culture

Email Sharon

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              Which type of fund is right for me?

              Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

              Are you investing as an individual or trust?
              An individual A trust
              Other investor types should seek professional tax advice.
              Back

              Individual

              Is your tax return completed by a tax adviser or accountant?

              Yes No

              Can you reasonably estimate your own annual income?

              Yes No

              What is your total income from all sources (including PIE income)?

              < 48k 48-70k 70-119k > 119k

              YOUR RESULTS

              Contact Us

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              Trust

              Do you distribute all annual income to beneficiaries?

              Yes Some income is distributed No distribution

              Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

              Yes No
              YOUR RESULTS

              Contact Us

              Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

              There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.