Return Investor
Application Form

    RETURN INVESTOR APPLICATION FORM

    Before applying you must have read the relevant Information Memorandum or Product Disclosure Statement. If you have not received a copy of the document please email [email protected].

    Note: Investment Applications are not open to investors in the USA or any of its territories or protectorates.
     

    Investor Type

    Select whether you are a Wholesale or Retail Investor to see the available offers:

    Wholesale Investor
    Wholesale
    Officially, under Section 761G(7) of the Corporations Act a Wholesale Investor is defined as:

    1. A person or entity that has obtained an accountant’s certificate within the preceding six months stating that the client:

    a) has net assets of at least $2.5 million, or
    b) has a gross income of $250,000 p.a. for each of the last two financial years.

    2. A person or entity who initially invests at least $500,000.
    Retail Investor
    Retail
    A Retail Investor covers anyone who does not come within the definition of a Wholesale Investor for the purposes of providing a financial product or financial service under section 761G(5), (6), (6A) or (7) or section 761GA of the Corporations Act 2001 (Cth) (Corporations Act).

    Usually a Retail Offer has lower minimum investments but may have higher fees than a Wholesale Offer.

    None-selectedRetail InvestorWholesale Investor

    Select Offer

    Select which investment opportunity you would like to invest in:
    Offers will appear when Investor Type is selected
     

    Select Offer

    Select which investment opportunity you would like to invest in:

    Mortgages:

    Pooled Mortgage Fund

    Note: Please ensure that you select the correct Offer before you move on.

     

    Select Offer

    Select which investment opportunity you would like to invest in:

    Mortgages:

    Pooled Mortgage Fund Direct Mortgages

    Note: Please ensure that you select the correct Offer before you move on.

     

    None-selectedPMAC TrustPMAC Trust Retail Feeder FundPMA DirectAC Rockhampton TrustAC Rockhampton Trust Feeder

    Investment Entity

    Select which type of entity you wish to invest with:

    Selection will appear when an Offer is selected
     
    Individual(s)CompanyTrustSMSF
    Note: Please ensure that you select an investment entity before you move on.
     
    Applicant Name

    Please use full legal name(s) that match the name of the Applicant Bank Details e.g. John David Smith and Jane Anna Smith, Smithco Pty Ltd, Smithco Pty Ltd or John David Smith & Jane Anna Smith ATF The Smith Family Trust, Smithco Pty Ltd or John David Smith & Jane Anna Smith ATF The Smith Super Fund

     
     

    Application Amount

    (no dollar sign or comma required)

    Application Amount
    Application Amount

    (no dollar sign or comma required)

    Application Amount

    (no dollar sign or comma required)

    Please refer to individual loan summary and addendum.
     

    Individual(s): If you are applying to invest with another individual (E.g. Mr John Smith & Mrs Joan Smith) you will both be required as signatories on this application. Click on ‘Add Another Applicant’ to fill in additional applicant details.

    Company: If the Company is a sole director company, only the sole director must sign. If the Company has multiple directors, each director must sign. Click on ‘Add Another Applicant’ to fill in additional applicant details.

    Trust: If the Trust has only one individual Trustee, only the sole Trustee must sign. If the Trust has multiple individual Trustees then all Trustees must sign. If the Trustee is a sole director Company, only the sole director must sign. If the Trustee is a Company and has multiple directors, each director must sign. Click on ‘Add Another Applicant’ to fill in additional applicant details.

    SMSF: If the SMSF has only one individual Trustee, only the sole Trustee must sign. If the SMSF has multiple individual Trustees, then all individual Trustees must sign. If the Trustee is a sole director Company, only the sole director must sign. If the SMSF has a Company Trustee and has multiple directors, each director must sign. Click on ‘Add Another Applicant’ to fill in additional applicant details.

     
     

    Individual 1 Details
    Director 1 Details
    Trustee / Director 1 Details
    Trustee / Director 1 Details

     

    Full Name

    Email

    Signature

     

     

     

    Individual 2 Details
    Director 2 Details
    Trustee / Director 2 Details
    Trustee / Director 2 Details

     

    Full Name

    Email

    Signature

     

     

     

    Individual 3 Details
    Director 3 Details
    Trustee / Director 3 Details
    Trustee / Director 3 Details

     

    Full Name

    Email

    Signature

     

     

     

    Individual 4 Details
    Director 4 Details
    Trustee / Director 4 Details
    Trustee / Director 4 Details

     

    Full Name

    Email

    Signature

     
     

     

    I agree to the Terms and Conditions and authorise the above. I agree to receive information relating to investment opportunities that is confidential in nature and that I will not disclose to any third party.
     
    I confirm that all other details for the investing entity remain the same as previous investments including bank details, ACN/ABN/TFN.
     

    You first must select an Offer and an Investor Type before form can be submitted.

    Submit
    You must agree to Terms and Conditions and confirm above before form can be submitted.

    Submit

    Have more questions?


    Get in touch with us today and we'll gladly answer any queries you may have.