Who can invest in the Millbrook Income Fund?

Investment in Millbrook Mortgage Fund is open to individuals, companies, trusts and superannuation funds, and any other form of legal entity operating in Australia.

Investment in the Millbrook Income Fund is ONLY OPEN TO WHOLESALE AND SOPHISTICATED INVESTORS as defined by the Corporations Act. For practical purposes, this means:

For practical purposes, this means:

  • You must invest $500,000 or more with us, or
  • You must provide a qualified accountant’s certificate that is not more than 2 years old, evidencing that you satisfy one of the following tests:
    – You have net assets of at least $2.5 million
    – You have a gross income for each of the last 2 financial years of at least $250,000.