Income Fund

The Westlawn Income Fund has been established to generate returns for investors through investing in a diversified portfolio of loans which will provide a regular monthly income over the term of the investment. Here we share with you information about the fund. Choose from our 6-Month (6.00%* p.a.), 12-Month (6.50%* p.a.), or 24-Month (7.00%* p.a.) terms.

Westlawn Income Fund Key Benefits

Competitive target distribution of up to 7.00%* pa

Regular income via monthly distributions and flexibility for investors to redeem or reinvest at maturity

Fund mandate to provide investment opportunities in a growing diversified loan portfolio across various geographical areas and industries

No entry or exit fees

Invest from a minimum of $10,000

Investors will also benefit from the expertise and experience of our board, the responsible entity, and investment manager who have a successful 55 years history in growing the profitable Westlawn Finance Group.

Who is the Westlawn
Income Fund Designed

The Westlawn Income Fund is suited to investors such as individuals, companies, trusts, and self-managed superannuation funds who are looking for a competitive rate of return for a term on offer.

Select one of the term options below, invest with confidence, and experience the benefits of partnering with a trusted and experienced financial provider – Westlawn Income Fund!

Empower Your Investments:

Choose Your Path to Success Today!

1300 937 852


Discover the benefits of our Class 6M Offer, designed for investors seeking a shorter-term commitment while targeting a competitive return of 6.00%* p.a. This plan offers regular income via monthly distributions, with the flexibility for investors to redeem or reinvest at maturity.

Download Target Market Determinations,
Disclosures and Reports

Investment Risks

It is important for you to consider the PDS for the fund in deciding whether to invest or to continue to invest in the Fund. You can request a copy of the PDS by submitting your details in the form below.

*The above-disclosed rates are target distribution rates. The rates of return from the Fund are not guaranteed and are determined by the future revenue of the Fund and may be lower or higher than expected. Past performance is not a reliable indicator of future performance. An investment in the Fund is not a bank deposit and is subject to investment risk, including the loss of the capital invested. Risk factors to be considered are outlined in Part 1, Section 7, of the PDS.

By reading this page or downloading these documents, you agree that this information is of a general nature only and has not taken into account your particular circumstances. You should consider whether the strategies and investments are suitable for you or seek personal advice from a licensed financial advisor before making an investment decision.

Apply Now Online
OR Receive the Westlawn Income Fund PDS.
Enter your details below to receive our PDS, Online Application link and other fund information via email.

We're here for you

8.45am to 5pm