Borrowers
SMF lends to business entities, and also personally for business purposes, with non-Consumer Credit Code loans. All of the Fund’s loans are secured, either by registered first or second mortgages or by other forms of security. All loans must be used for commercial and business purposes only and may not be used for consumer purposes. For full Lending Guidelines please refer to the Information Memorandum for details for arrears and default enforcement.
For more information on Loans through Sydney Metro Fund, please download our fact sheet.
Investors
The Sydney Metro Fund has been developed with a specific investor in mind. This investor has the following characteristics:
Wholesale investor or Professional Investor as per s.7 of the Corporations Act
Self-directed investor – eg. SMSF, self-funded retiree, business owner
Minimum of $200,000 to invest
Focused on predictable income eg. fixed-interest
Expectation of higher yields than retail ‘deposit’ or ‘fixed-interest’ product
Patient capital with medium-term horizon
We urge investors to see their financial and taxation adviser before committing to any investment, and we ask prospective investors to read the Information Memorandum in full before making a decision.
Representatives
SMF is seeking expressions of interest from suitable applicants wishing to develop and build their own autonomous funds management income stream.
Successful applicants will be appointed as Authorised Representatives of SMF and have access to the SMF funds management systems. This includes sales, compliance and administrative support. Be in partnership with a reputable professionally managed Fund who will work with you to eventually be able to manage your own mortgage fund.
The team at SMF is highly skilled and experienced with access to all levels of support and training necessary to make your business a success. Applicants ideally should already be experienced in either the mortgage or funds management industries. An agency with SMF will be a perfect add on for Accountants , mortgage brokers or financial planners.
Interested parties should complete the enclosed enquiry form or contact Alexandra Vrachas on 0404016100.