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Wealth
The Australian Unity Select Income Fund (Fund) is a contributory mortgage scheme that provides investors an opportunity to invest in a range of Syndicate-Funds which provide exposure to registered first mortgage loans.
The Fund offers a range of loans which primarily fund residential property developments. From time to time, the Fund may offer mortgage investments in other loan types. All loans are selected and actively managed by our experienced mortgage team.
The Fund is open to:
As part of the application process we may ask you:
Once invested, Australian Unity may periodically ask investors to complete a questionnaire to determine whether you remain within the target market of the Fund.
Prior to investing in the Fund, you should consider whether the Fund meets your objectives, needs and circumstances and seek advice from a financial adviser.
Determine if the Select Income Fund is suitable for your individual financial needs and circumstances.
As part of the application process we may ask you:
Once invested, Australian Unity may periodically ask investors to complete a questionnaire to determine whether you remain within the target market of the Fund.
Complete the Application Form
If you are establishing an account for a Trust please contact 1300 412 356.
Mon – Fri, 9:00am – 5:00pm AEST
Email:
Additional Investment Direct Debit Request - Select Income Fund
Withdrawal request form - Select Income Fund
Tax file number nomination form - Select Income Fund
Appoint, change or cancel a financial adviser - Select Income Fund
Change of details form - Select Income Fund
Dealer information form - Select Income Fund
Distribution reinvestment plan - Select Income Fund
Investor additional details form - Select Income Fund
Regular savings plan form - Select Income Fund
Beneficial owner info investment bonds form - Select Income Fund
Tax residency information form - Select Income Fund
Our team of experienced mortgage investment professionals source registered first mortgage loans with a lending approach that is based on the aim of protecting capital while aiming to provide a stable return.
Our mortgage team has extensive skills and experience in sourcing commercial mortgages, assessing credit worthiness of borrowers and approving, structuring and managing loans.
Prior to approving a loan, the team conducts a full assessment of the borrower's capacity to repay the loan, including meetings with the borrower, independent valuations and site visits.
A registered first mortgage is security over real property where the lender ranks first before other creditors in claims or entitlements over the property.
Each registered first mortgage loan is a stand-alone investment called a ‘Syndicate-Fund’.
The Australian Unity Select Income Fund lends to developers across the entire property development lifecycle from land acquisition, planning to development/construction and residual stock loan facilities.
The mortgage investments offered are primarily quality, medium-density residential property developments in established urban areas. However mortgage investments in other development types such as office, retail, or mixed-use may be offered from time to time.
Interests in the Australian Unity Select Income Fund ARSN 091 886 789 (Fund) are issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No. 234454.
This information is general information only and is current at the time of publication. It does not take into account your objectives, financial situation or needs. Before acting on this information, please consider its appropriateness, having regard to your objectives, financial situation and needs. Before making investment decisions, you should read the applicable Product Disclosure Statements (PDS). The applicable PDS and the Target Market Determination (TMD) is available on our website. Past performance is not a reliable indicator of future performance.
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