Earn Regular Income With Our 12 Month Term Account
No matter what markets do, we’re looking out for you. We construct our portfolios for regular, low volatility returns, for you to live more comfortably in retirement.#
$20 bn
Strength and Experience
It takes a long time to build trust. For over seventy years, La Trobe Financial has been managing carefully selected portfolios sourced from the $2.8 trillion residential and commercial mortgage market. Our rigorous investment disciplines are time-tested and have produced market-leading returns for our investors in good times and bad. We are committed to protecting and growing our investors’ wealth. Today, tomorrow and always.
Assets Under Management
Residential Loans
Support your home ownership journey with our residential loans. Tailored towards solutions for every life stage and financial goals.
Commercial Loans
Explore our commercial loans designed for PAYG and Self-employed borrowers. Tailored solutions for a property purchase, refinance or equity access.
Featured News
La Trobe Financial Launches ASX-Listed Private Credit Fund (ASX: LF1)
La Trobe Financial has today launched its La Trobe Private Credit Fund (Fund) (ASX: LF1).
26 May 2025
La Trobe Financial: 16 Years as Australia’s Best Private Credit Fund - Mortgages
La Trobe Financial, Australia’s premier alternative asset manager, is proud to announce the continued success of its flagship 12 Month Term Account after it was once again awarded Money magazine’s Best Private Credit Fund – Mortgages in the publication’s annual Best of the Best consumer awards.
05 December 2024
La Trobe Financial Celebrates $20 Billion AUM
Australia’s premier alternative asset manager this week announced that a milestone $20 billion in AUM has been reached.
18 July 2024
Some of our Awards
At La Trobe Financial, we are committed to delivering market leading investment solutions. With a strong performance record through every economic cycle~, the 12 Month Term Account has been judged the ‘Best Private Credit Fund – Mortgages’ for 16 consecutive years by the well-known finance journal, Money magazine.
Our Personal Service Makes the Difference
We are proud of our long-standing heritage of expert service. We are committed to delivering tailored investment and lending solutions with a genuine human touch.
We Can Help
We provide a number of ways to contact us. To select the contact method that best suits your needs, visit our Contact Us section.
Contact Us
+ Total investors is calculated by adding all individual & joint investors (which includes some investors with a current zero balance in their account) to reasonable estimates of investors investing via platform, trusts or SMSFs.
~ Past performance is not a reliable indicator of future performance.
* Current variable rate effective as at November 1, 2024. Rate after fees, reviewed monthly.
#We will make every endeavour to release your funds after receiving your withdrawal request: 2 business days for the Classic Notice Account, 90 days for the 90 Day Notice Account, and 180 days for the 6 Month Notice Account. However, we have a 12-months under the Fund’s Constitution to fulfil the request. When determining whether to honour your withdrawal request within the specified timeframes we have to have regard to the Fund’s ability to realise for value the relevant assets and the best interests of investors. While there is a risk of not honouring your withdrawal request within 2 business days, 90 days, or 180 days, it’s important to note that there has never been a case in the history of the Fund when we have not honoured a withdrawal request on time due to a lack of liquidity.
An investment in the Credit Fund is not a bank deposit, and investors risk losing some or all of their principal investment. Past performance is not a reliable indicator of future performance. Withdrawal rights are subject to liquidity and may be delayed or suspended. To the extent that any statement on this website constitutes financial product advice, that advice is general and has been prepared without considering your objectives, financial situation, or needs. Before deciding to acquire or continue holding an interest in the La Trobe Australian Credit Fund, consider the appropriateness of the advice having regard to your objectives, financial situation, or needs, and obtain and consider the Fund’s PDS and TMDs. When considering whether to acquire or to continue to hold an interest in the Fund, be aware that that (1) an investment in the Fund is not a bank or term deposit, lacking coverage under the Australian Government’s deposit guarantee scheme and posing a higher risk than a bank-issued term deposit; and (2) additional risks are associated with an investment in the Fund which are detailed in section 9 of the PDS. Full disclaimers are available here.