Financial Adviser Services
Request your information pack to learn more about investing with Trilogy.
Trilogy’s Financial Adviser Services
Trilogy is dedicated to assisting licensed Financial Advisers to service their clients who hold investments with us and taking the work out of understanding our product offerings through relevant communication.
Trilogy Monthly Income Trust
The Trilogy Monthly Income Trust is a pooled mortgage investment, providing investors with exposure to returns available through loans secured by first mortgages over Australian property.
The Trust’s loan pool consists of lending to the residential, commercial, industrial, and retail property sectors in Australia. For more than 12 years, our managed funds, raised by our investors, have enabled the successful completion of projects along the eastern seaboard of Australia.
The Trilogy Monthly Income Trust is currently rated by SQM Research and Australia Ratings. Any rating is only one factor to consider when deciding to invest.
SQM Research Report
SQM Research provides this report exclusively for Financial Advisers
Australia Ratings Investment Report
Trilogy Enhanced Cash
Enhanced return, and access to money within three months with Trilogy Enhanced Cash.
Invest in a portfolio of cash and cash-style investments with returns enhanced by an investment in the Trilogy Monthly Income Trust.
Trilogy Enhanced Cash is currently rated by SQM Research and Australia Ratings. Any rating is only one factor to consider when deciding to invest.
SQM Research Report
SQM Research provides this report exclusively for Financial Advisers.
Australia Ratings
Watch our latest monthly update
SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
The Australia Ratings logo is used for information purposes only and does not constitute a recommendation or an offer or solicitation to purchase any fund or company securities offered by Trilogy Funds Management (the manager). Investors should refer to the full disclaimer on the manager’s rated funds that can be found at www.australiaratings.com.
THE TRILOGY MONTHLY INCOME TRUST AND TRILOGY ENHANCED CASH ARE AVAILABLE ON THE FOLLOWING PLATFORMS:
Trilogy Monthly Income Trust
- Netwealth
- Hub24
- Powerwrap
- Mason Stevens
- uXchange
- OneVue
- Australian Money Market
Trilogy Enhanced Cash
- Netwealth
- Hub24
- Powerwrap
- Mason Stevens
- uXchange
- OneVue
- Australian Money Market
We have developed a range of resources to support advisers in servicing their valued clients as well as reviewing our investment offers. Please contact us on advisers@trilogyfunds.com.au or via free call 1800 230 099 for more information on how we can help you.
Can’t find the form or resource you’re looking for, see our full list of forms.
Product Update
Henry Elgood, Trilogy’s Portfolio Manager for Trilogy Enhanced Cash provides an update on the fund.
Trilogy Monthly Income Trust
Product Disclosure Statement (PDS)
DownloadBrochure
DownloadApplication form
DownloadTrilogy Enhanced Cash
PDS Information Booklet
DownloadProduct Disclosure Statement (PDS)
DownloadBrochure
DownloadApplication form
DownloadWithdrawal form
DownloadAppointment of Financial Adviser form
DownloadRequest to Change Financial Adviser form
DownloadThe information on this website contains general information and does not take into account your personal objectives, financial situation or needs. Trilogy is only licensed to provide general financial product advice on its own products and does not consider your objectives, financial situation or needs when providing any information or advice.
Trilogy have dedicated Business Development Managers to assist with your investment enquiries, provide engaging content for your existing and prospective clients and to deliver information about your clients’ investments with us.
Nicole Ott, National Adviser Services Manager
t 07 3039 2828 d 07 3039 2802 m 0432 105 114
e n.ott@trilogyfunds.com.au
Walter Raspopin, Private Client Manager
t 07 3039 2828 d 07 3039 2815
e w.raspopin@trilogyfunds.com.au
Brett Scallan, Business Development Manager
t 07 3039 2828 d 02 8028 2812 m 0403 711 524
e b.scallan@trilogyfunds.com.au
Lending overview for Advisers
Our National Adviser Services Manager, Nicole Ott recently sat down with our Head of Lending, Clinton Arentz to chat about Trilogy’s approach to lending and how the team mitigates risk.