Maximise your Wealthbeing®
with our High Yield Fund

Focused on Maximising Potential Returns for Sophisticated Investors.

Funding Overview

The fund aims to provide a competitive return through investment in a diversified portfolio of loans secured by first mortgages over Australian property.

*Target rate shown is effective as 1st April 2026.

*Distribution rates are an investment return objective and not a forecast. Distribution rates are not guaranteed and are determined by the stability of credit markets. Past performance is not a reliable indicator of future performance. *As with all investments, the Fund is subject to risks which are set out in the Information Memorandum (IM). There is a risk that you may lose some or all of your capital and/or a reducted cessation of distributions. The investment is not a bank deposit. Withdrawal rights are subject to liquidity and may be delayed or suspended.The performance of the Fund, the repayment of capital, or of any particular rate of return is not guaranteed.

Why Us?

How Does the Fund Work?

The Fund is an unregistered and unlisted wholesale managed investment scheme structured as a unit trust. When you invest, you will receive Units in the Fund and become a Unitholder.

In order to provide maximum flexibility with respect to the long-term operation of the Fund, it has been structured as a trust with no specific termination date (subject to the rule against perpetuities) and includes particular features to facilitate ongoing investment and redemption (such as regular unit pricing and fee structures).

The Fund will issue only one class of Units, being the ordinary Units.

Speak to our Fund Manager

Ray Saedi

Head of Investor Relations

Rays@MaxironPremium.com.au
0452 665 992

John Le

Senior Fund Manager | Assistant VP

Johnl@MaxironPremium.com.au
0478 885 202

Jason Kao

Senior Fund Manager | Assistant VP

Jasonk@MaxironPremium.com.au
0479 070 292

Frequently Asked Questions

What am I investing in?

You are investing in a Mortgage Fund that finances credit facilities for loans secured by first mortgages over real estate in Australia. This investment focuses on short-term loans (6 to 12 months) backed by Australian real estate, aiming to offer risk-adjusted returns and capital preservation through a rigorous risk management and investment selection process. Key aspects of the Fund include a diverse loan portfolio managed by Maxiron Premium, aimed at generating steady income with reinvestment options, and benefiting from scale to maintain a diversified mortgage portfolio.

You are investing in a Mortgage Fund that finances credit facilities for loans secured by first mortgages over real estate in Australia. This investment focuses on short-term loans (6 to 12 months) backed by Australian real estate, aiming to offer risk-adjusted returns and capital preservation through a rigorous risk management and investment selection process. Key aspects of the Fund include a diverse loan portfolio managed by Maxiron Premium, aimed at generating steady income with reinvestment options, and benefiting from scale to maintain a diversified mortgage portfolio.

Who can invest?

Investment is open to Wholesale and Sophisticated Investors.

What are the terms?

Select the terms that suits you.

Choose between 6 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 consists 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 are lent to a Maxiron company as a secured credit facility, which in turn makes commercial loans. These loans are secured by a 1st mortgage over Australian real estate and are diversified across different borrower groups, states, or classes of real estate.

What notice do I need to give to withdraw my funds?

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

TermsNotice Period
6 Months2 Months
12 Months3 Months
24 Months3 Months
36 Months3 Months

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

What is the minimum commitment?

The minimum commitment is $500,000 over an investment term of 6 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.

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)

For prospective members in considering this investment opportunity, please read our Information Memorandum (IM).

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

Reinvestment Application Form

as you have done so previously and email us at
investor@maxironpremium.com.au.

Get your Investor Pack Today!

Fill in the details below to receive an investor pack and have our professional fund manager call you.

Alternatively, you can speak to a fund manager by calling 1300 544 867

Covenant Custodian Pty Ltd (ABN 66 134 682 876; AFSL Number 339 360) is the Trustee for the Maxiron Premium High Yield Fund (The Fund).

Maxiron Premium Pty Ltd (ACN 670 689 540; Corporate Authorised Representative No: 001305700) is the Investment Manager for the Fund.

*Distribution rates are an investment return objective and not a forecast. Distribution rates are not guaranteed and are determined by the stability of credit markets.

Past performance is not a reliable indicator of future performance. As with all investments, the Fund is subject to risks which are set out in the Information Memorandum (IM).
There is a risk that you may lose some or all of your capital and/or a reduction or cessation of distributions. The investment is not a bank deposit.
Withdrawal rights are subject to liquidity and may be delayed or suspended.
The performance of the Fund, the repayment of capital, or of any particular rate of return is not guaranteed.

You should obtain your own professional advice before deciding to make an investment into the Fund.

Download Investor Pack

Everything you need to know about investing with Maxiron Premium

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

Jason Kao

Executive Fund Manager | Assistant VP
Jasonk@MaxironPremium.com.au | 0479 070 292

Jason is a highly accomplished investment professional with over 16 years of senior-level experience in property investment and asset management. His career has been defined by a focus on delivering tailored investment strategies for high-net-worth clients, with a strong emphasis on long-term value creation. Jason brings a disciplined, research-driven approach to portfolio management, backed by deep market insight and a commitment to investor outcomes. His extensive experience and client-focused mindset have established him as a trusted leader in the investment management industry.

John Le

Executive Fund Manager | Assistant VP

Johnl@MaxironPremium.com.au | 0478 885 202

John Le is a professional with over 22 years of experience in the investment industry. With his extensive expertise, John brings a wealth of knowledge and a proven track record of success. John’s deep understanding of the financial markets, combined with his ability to identify unique opportunities, will undoubtedly enhance in providing exceptional service and assist clients in portfolio growth.

Ray Saedi

Head of Investor Relations

Rays@MaxironPremium.com.au | 0452 665 992

Ray, with over 13 years in financial services, is known for his leadership and team collaboration skills. His investment expertise has led to a track record of exceptional results and strategic insights, always focused on client goals. Committed to investor education and personalised service, he excels in navigating market dynamics.