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Submission: On June 13 via api from US — Scanned from AU
Submission: On June 13 via api from US — Scanned from AU
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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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* * 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: -------------------------------------------------------------------------------- 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: -------------------------------------------------------------------------------- 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 * Features * FAQs * Maxiron Story * Our Charities * In The Community * Monthly Newsletter SOCIAL NETWORKS * Facebook * LinkedIn 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