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Earn up to 7.75% per annum

With registered first mortgage security.

7.75% applies to 36 month term, paid monthly;
24months 7.5%;
12 months 7.25% pa*

The Waratah Select Mortgage Fund’s investment objective is to provide investors with an attractive distribution rate with first mortgage security. 

The Fund also enjoys the benefit of some 45 years of management experience and expertise, so much so that some of our investors have been investing with us for more than 40 years. 

The Fund also offers:

•  Quarterly Reinvestment Option Available

•  Distribution rate is nett of fees

•  Distributions Paid Monthly

•  No Entry Fee

•  Direct Electronic Banking so you receive your monthly
    distribution immediately

•  The Fund is subject to annual audits by a registered
   Auditor and lodged with ASIC.

•  Superannuation funds welcome

•  No related party lending

•  Australian Financial Services License No 226348

•  Note that an investment in the Fund, like any investment,
   involves some risk. Risks include borrower default, changes
   in the value of first mortgage security property and liquidity risk.

To find out more click here or call our freecall number below.

Freecall: 1800 644 805




The Waratah Select Mortgage Fund ARSN 089 601 052 is managed by Shakespeare Haney Securities Ltd ACN 087 435 783, ASFL No 226348.

*Distribution rates effective date to 1/4/2017. They are net of fees and charges and are based on current market performance. The rates are variable, may change over the term of the investment and are not a forecast. Past performance is not an indication of future performance.

Regulatory note: an investment with the Waratah Select Mortgage Fund is not a bank deposit and carries the risk of investors not getting all or part of their investment back. Terms and conditions apply. This information is general advice and not personal and a person should consider the Waratah Select Mortgage Fund ARSN 089 601 052 Product Disclosure Statement before making any investment decisions.

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