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    <h3 style="margin: 0;">Download Investor Pack</h3>
    <p>Everything you need to know about investing with Maxiron Wealth</p>
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          <option value="">How soon are you ready to invest?</option>
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Text Content

 * 
 * Features
 * FAQs
 * Our Story
 * Our Teams
 * Contact
   
 * Sign-Up
 *  1300 118 112
 * Member Login


Maxiron Wealth Jump to menu


IS YOUR MONEY EARNING LESS THAN 8.18%?*

With up to 8.18%* per annum paid monthly, make the switch today and discover
what Maxiron Wealth can do for you.

FEATURES

 * 
   Invest from $20,000
 * 
   Flexible 3 to 36 month term
 * 
   Monthly income payout
 * 
   Group operating for 22 years
 * 
   Australia's leading mortgage fund

*This investment is not a bank deposit and there are risks of lending for
commercial purposes as explained in the Product Disclosure Statement issued by
Primary Securities Ltd which you can download below that outlines that the
return is not guaranteed and you risk losing part or all of your money.


CHOOSE YOUR INVESTMENT & TERM

Investment Amount: $







$20,000 $1,000,000



Term: months

3 months 36 months




INTEREST PAID

Monthly At Maturity

INTEREST P.A.

7.76%

MONTHLY EARNING

$129

YEARLY EARNING

$1,552

INTEREST P.A.

7.76%

MONTHLY EARNING

N/A

YEARLY EARNING

$1,608


Download an Investor Pack


Call 1300 118 112


Note: The earnings calculations presented in the table are for estimation
purposes only; actual returns paid out on your investment may vary.

*This investment is not a bank deposit and there are risks of lending for
commercial purposes as explained in the Product Disclosure Statement issued by
Primary Securities Ltd which you can download below that outlines that the
return is not guaranteed and you risk losing part or all of your money.


22 YRS

Group in Operation


600+

Investors


ZERO

Capital Loss


100%

Distributions Paid On time since inception

AS SEEN ON:

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OVERVIEW

FUND NAME

Maxiron Monthly Income Trust (ARSN 618 038 609)

SCHEME TYPE

Australian Registered Mortgage Trust
(Class N)

MINIMUM INVESTMENT

$20,000

MINIMUM TERM

3 months

TARGET RATE OF RETURN*

Interest Payment Option
Terms
Monthly
At Maturity^
Annually
Accumulated
3 Months
6.51% p.a.
N/A
N/A
6 Months
7.31% p.a.
N/A
N/A
12 Months
7.76% p.a.
8.04% p.a.
8.04%
24 Months
7.86% p.a.
8.48% p.a.
16.96%
36 Months
8.18% p.a.
9.24% p.a.
27.71%

* The Target Rates shown are effective as of 1st December 2023. This investment
is not a bank deposit and there are risks of lending for commercial purposes as
explained in the PDS and TMD which you can download below that outlines that the
return is not guaranteed, and you risk losing part or all of your money. The TMD
sets out whether the investment is suitable for you.

^ The Target Rates in the second column are only for investors who reinvest
return. These are like compounded interest rates. Any investor who does not
reinvest return will earn the Monthly Return as disclosed in Table 1. These are
like simple interest rates.

DISTRIBUTION TERMS

Monthly / At Maturity

USE OF FUND/SECURITY

Mortgage Secured

Your investment received by Maxiron are invested into mortgages via a lender
secured by Australian real estate. For more information, please visit our
Lending Guideline.

AUDITED

Externally audited every 6 months by Butler Settineri (Audit) Pty Ltd

INDEPENDENT OVERSIGHT

For investor's peace of mind, the Trust has independent oversight: Primary
Securities Ltd as responsible entity and Sandhurst Trustee Limited as custodian.

LICENCING

Australian Financial Services Licence:224107

Australian Financial Services Authorised Representative No.: 001268898

SCHEME REGISTRATION

29 March 2017

Fund Name Maxiron Monthly Income Trust (ARSN 618 038 609) Scheme Type Australian
Registered Mortgage Trust
(Class N) Minimum Investment $20,000 Minimum Term 3 months Target Rate of
Return*
Interest Payment Option
Terms
Monthly
At Maturity^
Annually
Accumulated
3 Months
6.51% p.a.
NA
NA
6 Months
7.31% p.a.
NA
NA
12 Months
7.76% p.a.
8.04% p.a.
8.04%
24 Months
7.86% p.a.
8.48% p.a.
16.96%
36 Months
8.18% p.a.
9.24% p.a.
27.71%



* The Target Rates shown are effective as of 1st December 2023. This investment
is not a bank deposit and there are risks of lending for commercial purposes as
explained in the PDS and TMD which you can download below that outlines that the
return is not guaranteed, and you risk losing part or all of your money. The TMD
sets out whether the investment is suitable for you.

^ The Target Rates in the second column are only for investors who reinvest
return. These are like compounded interest rates. Any investor who does not
reinvest return will earn the Monthly Return as disclosed in Table 1. These are
like simple interest rates.

Distribution terms Monthly / At Maturity Use of Fund/Security

Mortgage Secured

Your investment received by Maxiron are invested into mortgages via a lender
secured by Australian real estate. For more information, please visit our
Lending Guideline.

Audited Externally audited every 6 months by Dry Kirkness (Audit) Pty Ltd
Independent oversight The Trust has independent oversight: Primary Securities
Ltd as responsible entity and Sandhurst Trustee LTD as custodian. Funds are lent
to a company controlled by Maxiron. The loans this company makes are the subject
of monthly review by representatives of Primary Securities Ltd. Licencing

Australian Financial Services Licence:224107

Australian Financial Services Authorised Representative No.: 001268898
Scheme Registration 29 March 2017

For more information, please feel free to give us a call on 1300 118 112 or
visit our FAQ page.



Download an Investor Pack


FREQUENTLY ASKED QUESTIONS

WHAT AM I INVESTING IN?

Maxiron Monthly Income Trust is an investment fund that lends for commercial
purposes. Loans are secured mainly by registered Second Mortgages over
Australian properties. Investors with Maxiron Wealth have their funds
diversified across a portfolio of loans looked after by an experienced team who
will conduct extensive due diligence before settling any loans.

WHO CAN INVEST?

We are able to accept all investors whether they are a Retail or Wholesale
Investor (see below for explanation). We can also accept investments from
individual investors, self-managed super funds, trusts and companies.

General Warning Advice: This is general advice only. It does not take your
specific needs or circumstances into consideration, so you should look at your
own financial position, objectives and requirements and seek financial advice
before making any financial decisions.

WHAT ARE THE TERMS?

Select the terms that suits you.

Choose between 3 to 36 months

IS MY INVESTMENT SECURE?

Background

Since inception in 2002, Maxiron Group's goal is to improve the WealthBeing™ of
every day Australians.

The Group has an experienced team of professionals from a variety of backgrounds
including banking, investment, management consulting, trusts management,
accounting, taxation and business advisory.

In addition, the Group consist of members of:

 1. Certified Practising Accountant (CPA)
 2. Institute of Public Accountants (IPA)
 3. Financial Services Institute of Australia (FSIA)
 4. Australian Investors Associations
 5. FinTech Australia

Use of Funds

Funds received by the Trust are lent to a Maxiron company that makes commercial
loans secured by mainly second mortgages over Australian real estate diversified
into different borrower groups, states or class of real estate.

Independent Oversight

Maxiron Monthly Income Trust is an Australian registered mortgage scheme (ARSN
618 038 609) with Australian Securities and Investments Commission (ASIC) since
29 March 2017.

The Trust is externally audited annually. The Trust's money is held by custodian
Sandhurst Trustees Limited. The money is lent to a Maxiron Company which makes
commercial loans. The loans this company makes are the subject of monthly review
by representatives of Primary Securities LTD.

Please read the Product Disclosure Statement of the Trust in deciding whether to
invest. Your money is lent for commercial purposes and there is a risk that you
could lose part or all of your money.

WHAT NOTICE DO I NEED TO GIVE TO WITHDRAW MY SAVINGS?

Notify us of your request to withdraw funds at maturity is required.

Terms
Notice period
3 Months
1 Month
6 Months
2 Months
12 Months
3 Months
24 Months
3 Months
36 Months
3 Months

Inform us by emailing us at registry@maxironwealth.com.au

CAN I WITHDRAW MY FUNDS AT ANY TIME?

Funds can only be withdrawn at maturity of your investment term.

However, in circumstances of hardship at the Manager's discretion you may be
able to withdraw your funds prior to the maturity of the investment term.

Fees apply for early withdrawal or if you wish to transfer your account to
another holder, read our PDS for more details.

WHAT IS THE MINIMUM COMMITMENT?

The minimum commitment is $20,000 over an investment term of 3 months.

To grow your investment faster, you are free to make an additional investment at
any time via the additional investment application.

IS MY INVESTMENT ALWAYS ACCEPTED?

Due to the overwhelming popularity of our products, a monthly investment limit
has been implemented Investments are currently accepted on a 1st in 1st serve
basis, and once the limit is reached, the excess would be deferred to the next
month for allotment.

To ensure you can earn a competitive return as soon as possible, please apply
and transfer fund at your earliest convenience so not to miss out on this
investment opportunity.

CAN I CHECK MY ACCOUNT ONLINE?

Absolutely! Just click on the member login at the top of the navigation bar. Our
portal allows members to access their account online to check their investment
and interest earnings.

WHAT IF I AM NOT AN AUSTRALIAN RESIDENT?

You may also be able to become a member, please contact us for details.
(Excluding US residents)

WHAT LEGAL DOCUMENTS CAN I READ?

For prospective members in considering this investment opportunity, please read
our PDS and TMD.

HOW TO EXTEND MY INVESTMENT TERMS?

If you are happy with your return and decide to stay with us longer, you are
most definitely welcome. Just let us know and we'll rollover your investment for
you for the same term, easy!

HOW TO TOP UP?

If you are interested in topping up your investment, it is as easy as pie.
Simply fill in the Additional Investment Form and send it to us by email, our
friendly investment team will then contact you.

HOW TO RE-INVEST?

If you have withdrawn your investment but wish to invest with us again, please
fill in the Online Application Form as you have done so previously. Application
can be completed in as little as 5 minutes.


WHY US?

 * Maxiron Group has been operating for 22 years.
 * Your investment is spread indirectly across the entire pool of
   property-backed mortgages situated throughout Australia.
 * The fund is registered with ASIC (the industry regulator)
 * The fund is independently audited annually.

OUR AWARDS AND MEMBERSHIP:

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AT A GLANCE


COMPETITIVE RETURNS

Competitive target return paid to your bank account.


FLEXIBLE

The choice of 3 to 36 month terms and invest from $20,000 to $3 million.


INVESTMENT RISKS

Funds are indirectly diversified into a pool of mortgages. Refer to risks in the
PDS.


FULLY AUDITED

The Fund is independently audited annually & investor deposits are held by an
independent custodian.


READ OUR PDS AND TMD

Understand more.

Download


TALK TO OUR SPECIALISTS

9:00am - 5:30pm, Mon - Fri (AEDT)

1300 118 112


EMAIL US

We'll get back to you as soon as possible

Contact Us

© 2024 by Maxiron Wealth


QUICK LINKS

 * Home
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 * FAQs
 * Maxiron Story
 * Our Charities
 * In The Community
 * Monthly Newsletter


SOCIAL NETWORKS

 * Facebook
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SUPPORT

 * Contact
 * Investor Forms


THIS SITE

 * Terms & Conditions
 * Privacy Policy
 * RG-45
 * TMD

Maxiron Asset Management Pty Ltd trading as Maxiron Wealth Management
ACN: 627480782
This information is general information only and does not take your personal
needs, objectives and circumstances into account.
Copyright © 2024 All rights reserved
Maxiron Monthly Income Trust
Australian Registered Scheme Number 618038609
The Manager: Maxiron Asset Management Pty Ltd ACN: 627480782 CAR No.: 001268898
The Responsible Entity & Issuer: Primary Securities Ltd ACN: 089 812 635 AFSL
No.: 224107
It is important for you to consider the PDS and TMD for the Fund in deciding
whether to invest, or to continue to invest, in the Fund. You can read the PDS
and TMD on our website or ask for a copy by telephoning us.

×

PRODUCT DISCLOSURE STATEMENT

Retail
Product Disclosure Statement
Wholesale
Information Memorandum
×




DOWNLOAD INVESTOR PACK

Everything you need to know about investing with Maxiron Wealth




How soon are you ready to invest? Now 1 Month 3 Month Not Sure

Download
We respect your privacy. You may opt out communication at any time.
×

THANKS FOR YOUR INTEREST IN
'MAXIRON MONTHLY INCOME TRUST'

To save you time, you can download our product disclosure document (PDS) right
now. We are trusted members of...happy to answer all your questions. Feel free
to give us a call 1300 118 112 (during business hours) or visit our FAQ page.

Download
×

COMPARE YOUR EARNINGS FOR $50,000

Current Investment Maxiron You can earn more… Return p.a. 2.00% undefined%
false% Interest Earning - Monthly $83 false false - 1 Year $1,000 false false -
2 Years $2,000 false false - 3 Years $3,000 false false

With false more every year, how would you spend it?

With false more every year,
how would you spend it?

Download an Investor Pack
FAQ