The recent Budget announcement may accelerate the shift.
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Hi Nemer,


Following the recent Federal Budget announcement, many investors are reassessing how they generate returns from their portfolio.


With growing discussion around the taxation of unrealised capital gains and continued market volatility, income-focused investments backed by tangible assets are becoming increasingly attractive.

At Maxiron Wealth, investor income is generated from interest earned across a diversified pool of fixed-rate mortgage-backed loans secured by real property. This means returns are designed around generating monthly income rather than relying on capital growth or share market performance.


Our disciplined lending approach focuses on:

  • Fixed-rate mortgage-backed loans
  • Diversified exposure
  • Careful credit assessment
  • Appropriate loan to valuation ratios
  • Lending secured by real property

As investors continue to seek greater certainty and structure in changing economic conditions, private credit and mortgage-backed investments may present a compelling alternative.


To read the full article, Click below:
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Latest Target Rate of Return*


* The Target Rates shown are effective as of 16th March 2026. This investment is not a bank deposit and there are risks of lending for commercial purposes as explained in the PDS and TMD which you can download below that outlines that the return is not guaranteed, and you risk losing part or all of your money. The TMD sets out whether the investment is suitable for you.


If you would like to discuss our offerings or have any questions, please feel free to contact me directly.



Warm regards,

John Le 

Senior Fund Manager | Assistant VP

M: 0478 885 202

P: 1300 118 112
E: Johnl@MaxironWealth.com.au
A: Darling Park Level 22, Tower 2, 201 Sussex St, Sydney NSW 2000

John Le is an Authorised Representative #1304615 of Primary Securities Ltd AFSL 224107.

Disclaimer: Maxiron Asset Management ACN is a Corporate Authorised Representative (CAR #1268898) (Maxiron) of Primary Securities Ltd ACN AFSL 224107 (Primary). Maxiron is authorised to provide general advice only, which does not take into account the objectives, financial situation and needs of any investor. You must consider your own circumstances before making any financial decisions. We strongly recommend that you obtain your own financial, investment, tax and legal advice before taking any actions. Primary is the Responsible Entity of the Maxiron Monthly Income Trust ARSN 618 038 609 (Fund). Please read the Product Disclosure Statement and Target Market Determination available at www.maxironwealth.com.au before making any decisions about the Fund. The Fund is not a bank deposit. Returns are not guaranteed. All investments carry risks, including the risk of loss of some or all of your investment. Past performance is not a reliable indicator of future performance.