WHY TPT WEALTH?
TPT Wealth is a provider of financial products and services. We’ve been playing the long game since we established back in 1887. We are a Trustee Company authorised under the Trustee Companies Act 1953 and a wholly owned subsidiary of MyState Ltd.
Locally owned
and operated
Over 130 Years
Supporting our clients
Generational Stability
We are the long game
LOOKING FOR A MANAGED FUND?
There are a range of different funds to choose from, each have different asset mixes and risk profiles, so you can choose the ones that best suit your needs.
TPT Select Mortgage Fund
- 1 Year performance1:
1.47% - Min balance:
$25,000 - Min term:
1 year - Redemption period: Subject to the Fund’s liquidity, where the Fund can meet redemption requests within 7 business days, it will do so after the initial 12 month period. However, TPT Wealth is required to pay redemption requests within 60 days as per the Fund’s Constitution.*
- Features of the Fund will change from 1 January 2022. Learn more.
TPT At Call Fund
- 1 Year performance1:
0.09% - Min balance:
$1,000 - Min term:
None - Redemption period: Subject to the Fund’s liquidity, TPT Wealth expects to process redemption requests on the same business day if the request is received before 3pm.**
TPT Fixed Term Fund
- 1 Year performance1:
1.37% - Min balance:
$5,000 - Min term:
6 months - Redemption period: Subject to the Fund’s liquidity, where the Fund can meet redemption requests within 90 days it will do so provided the 6 month initial investment term is complete by the date the redemption is processed. The redemption notice period can be part of the initial investment period. TPT Wealth is required to pay redemption requests within 180 days as per the Fund’s Constitution.*
TPT Long Term Fund
- 1 Year performance1:
1.00% - Min balance:
$5,000 - Min term:
9 months - Redemption period: Subject to the Fund’s liquidity, where the Fund can meet redemption requests within 7 business days, it will do so after the initial 9 month period. However, TPT Wealth is required to pay redemption requests within 90 days for investments up to $1,000,000 and 180 days for investments over $1,000,000 as per the Fund’s Constitution.*
Disclaimers – please read.
Neither TPT Wealth, nor MyState Limited or MyState Bank guarantee the repayment of capital or the performance of the TPT Wealth Funds or any particular rates of return from the TPT Wealth Funds. Investments in the Income Funds are not deposits or other liabilities of MyState Limited or MyState Bank and investment products are subject to investment risks such as loss of income and/or invested capital.
This website contains information that’s intended to be general in nature and which has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. It is essential that you obtain and read the relevant Product Disclosure Statements (PDS) and other disclosure documents including Financial Services Guide, Privacy Policy, Benchmark Disclosure Reporting and continuous disclosures, and you consider seeking independent professional financial, legal and taxation advice before making any financial decisions in relation to these products or services.
1 Average annualised returns for periods ended 31/08/21. Performance is quoted per annum after fees. These returns assume reinvestment of income and applicable net-realised capital gains over 12 months. Past performance is not a reliable indicator of future performance. There is a risk that an investment will achieve lower than expected returns. An investment in the TPT At Call Fund or TPT Fixed Term, TPT Long Term and TPT Select Mortgage Funds is an investment in a managed investment scheme, and is not a bank deposit. Accordingly there is a higher risk of losing some or all of your investment than is the case with a bank deposit. It is essential that you obtain and read the Fund’s PDS before deciding whether to acquire, or continue to hold an investment.
* Whilst TPT Wealth expects the Fund to be liquid, should the Fund become illiquid, investors will only be able to make redemption requests pursuant to a redemption offer made by the Responsible Entity in accordance with the Act.
** Under normal market conditions, TPT Wealth would not expect the Fund to become illiquid, however, if the Fund does become illiquid, TPT Wealth must carry out redemption requests in accordance with the Corporations Act and the Constitution of the Fund, which could include temporary suspension of redemption of up to 30 days.
Learn more about our Managed Investment Funds
It is essential that you obtain and read the relevant Product Disclosure Statement (PDS), and other disclosure documentation including the Disclaimers. If you have done so, you may want to proceed to our online application:
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