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.

Resources

Investor Centre

Here’s everything you need to get started with us, including forms for deposits or withdrawals and our quarterly newsletters.  If you need something extra, please let us know.
Contact our investment team

Holiday Hours

Our team is taking a well-deserved break from the 24th of December 2024 until the 6th of January 2025.

Withdrawals are now closed for 2024. The next processing date for Withdrawals is Thursday 9 January 2025. We will need to receive completed and signed Notices of Withdrawal on or before Tuesday 7 January 2025

Access Your Funds

Withdrawals

To withdraw your funds you must complete a Notice of Withdrawal.
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FAQs

Your questions may be answered in our FAQ section.
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Keep Up to Date

Resources

Read our latest articles, news and investing information.
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Read our latest newsletter

Each quarter we produce a newsletter with an update from our CEO, Paul Bendall, where he shares our latest quarterly return rate and provides a company update. We also feature insights from renowned economist Tony Alexander and invite other experts to comment on current topics of interest. Regular features include a distribution map profiling our investments by location and type, and information on our loan book.

Read our latest newsletter

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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.
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              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

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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.