The Advisor’s Compass

Updated: 21st May 2025 | Garry Crole

InterPrac’s Advisor Compass is proudly supported by La Trobe Financial, where we navigate market shifts and maximise your practice.

This month’s episode is proudly sponsored by La Trobe Financial – For InterPrac and Sequoia Advisors, there is a special cornerstone investment opportunity to get involved with La Trobe Financial’s Private Credit Fund, Listed Investment Trust (LIT). Be quick to contact our team, this opportunity is limited.

Episode Five

Special cornerstone investment opportunity, together with La Trobe Financial

The Private Credit Fund, Listed Investment Trust (LIT), is the latest high-quality product in La Trobe Financial’s growing stable of retirement-focused investment solutions. It provides another way for investors to access flagship Australian & U.S. private credit strategies: allowing investors to invest into a portfolio of assets they understand, from a manager they trust, via the ASX.

Should you wish to learn more and get involved in this exclusive opportunity, please reach out to Sequoia Corporate Finance’s Michael Holland (michaelholland@sequoia.com.au) or your local InterPrac State Manager.

Listed Investment Trust – Key Features:

Monthly Income – Targets a monthly distribution of the RBA’s Official Cash Rate + 3.25%.
Diversification – Invests in existing Australian real estate private credit and U.S. middle market private credit through two best-in-class strategies.
Liquidity – Daily trading on the ASX, making it easier to buy and sell units.
Support Mechanisms – Quarterly off-market buybacks, of up to 5% of the issued capital of the fund.

A message from La Trobe Financial:

In anticipation of the launch of the La Trobe Private Credit Fund (Listed Investment Trust), we are pleased to offer you opportunities to participate in a CIO market briefing meeting. Join La Trobe Financial CIO Chris Paton for an update on the strategy, portfolio, and launch schedule.

Watch Our Latest Interview with La Trobe’s Chief Investment Officer:

Please watch the interview below with Sequoia’s Garry Crole and La Trobe Financial’s Chief Investment Officer, Chris Paton.

Get in touch!

For InterPrac and Sequoia Advisors, there is a special cornerstone investment opportunity to get involved with La Trobe Financial’s Private Credit Fund, Listed Investment Trust (LIT).

This is the latest high-quality product in La Trobe Financial’s growing stable of retirement-focused investment solutions. It provides another way for investors to access flagship Australian & U.S. private credit strategies: allowing investors to invest into a portfolio of assets they understand, from a manager they trust, via the ASX.

Mortgage Mate – Referral Partnerships

This is a great in-house program for your clients to utilise… You can initiate the conversation by asking this open-ended question: “When was the last time you checked your mortgage to make sure you are getting the best deal, and you are structured tax effectively?”

The team are offering competitive rates, and should you refer your clients to Sequoia Home Loans, you will receive:

a 35% upfront referral payment on the upfront commission (no further licensing fee paid)
a 35% ongoing payment on the ongoing commission for the life of the loan
Security knowing your clients are being serviced by Sequoia Home Loans experienced brokers.
Access to the sharpest lenders interest and lowest interest rates available
Build revenue with little to no outlay
Increase your practice valuation

If you are interested in discussing a “Mortgage Mate” partnership, get in touch with Glenn Loadsman (click to email)– State Manager for InterPrac NSW.

This episode of “The Advisor’s Compass” is presented by La Trobe Financial.

Terms & Conditions:

This presentation was produced and distributed by Sequoia Financial Media, which provides news, information analysis and commentary which is general in nature and not financial or investment advice. Viewers should obtain independent advice based on their own circumstances before making any financial decisions. Prices published are accurate subject to the time of filming and shouldn’t be relied upon to make a financial decision.

Sequoia Financial Media has commercial relationships with some companies and guests on this platform.

Sharecafe and Finance News Network trade under Sequoia Financial Media Pty Ltd (ABN 31 117 966 328) and is owned by Sequoia Financial Group Limited (ASX:SEQ), which makes no representation or warranty with respect to the accuracy, completeness or currency of the content.