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Pacific First Mortgage Fund

Pacific First Mortgage Fund. Unitholder Distribution Payments – 13/03/2018. March 12, 2018. Following the High Court’s dismissal of the appeal by the Appellants, Trilogy Funds Management Limited (Trilogy, we) as Responsible Entity of the Pacific First Mortgage. The High Court of Australia Appeal dismissed. February 16, 2018. We are pleased to advise Unitholders that the application to appeal to the High Court by both Appellants, Sullivan and Swan and Donaldson, has been. November 15, 2017. Latest News: P...

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Pacific First Mortgage Fund. Unitholder Distribution Payments – 13/03/2018. March 12, 2018. Following the High Court’s dismissal of the appeal by the Appellants, Trilogy Funds Management Limited (Trilogy, we) as Responsible Entity of the Pacific First Mortgage. The High Court of Australia Appeal dismissed. February 16, 2018. We are pleased to advise Unitholders that the application to appeal to the High Court by both Appellants, Sullivan and Swan and Donaldson, has been. November 15, 2017. Latest News: P...
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Pacific First Mortgage Fund | balmaintrilogy.com.au Reviews

https://balmaintrilogy.com.au

Pacific First Mortgage Fund. Unitholder Distribution Payments – 13/03/2018. March 12, 2018. Following the High Court’s dismissal of the appeal by the Appellants, Trilogy Funds Management Limited (Trilogy, we) as Responsible Entity of the Pacific First Mortgage. The High Court of Australia Appeal dismissed. February 16, 2018. We are pleased to advise Unitholders that the application to appeal to the High Court by both Appellants, Sullivan and Swan and Donaldson, has been. November 15, 2017. Latest News: P...

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1

Balmain Trilogy

https://balmaintrilogy.com.au/news.aspx

Requisition has been withdrawn. BalmainTRILOGY - Web Update. Liquidity Offer Remains Open. BalmainTRILOGY - Web Update. Balmain Trilogy receives 82% unitholder support, falls short of required 75% majority. BalmainTRILOGY - Web Update. BalmainTRILOGY - Web Update. Request to Convene a Meeting of Unitholders. BalmainTRILOGY - Web Update. BT Caps Performance Fees at $30m. BalmainTRILOGY - Web Update. New CBA Loan Agreement. BalmainTRILOGY - Web Update. BalmainTRILOGY - Web Update. PFMF Regulatory Guide 45 ...

2

Balmain Trilogy

https://balmaintrilogy.com.au/investor.aspx

PACIFIC FIRST MORTGAGE FUND. BalmainTRILOGY is committed to working with Investors to rebuild value in the Pacific First Mortgage Fund. With this objective in mind, the Board has established an independently chaired Investor Committee. The purpose of Committee is to create an investor forum where investor members can openly discuss issues relevant to the Investors and the Pacific First Mortgage Fund with the responsible entity and manager. Ability to represent views of the broader Unitholder group,.

3

Balmain Trilogy

https://balmaintrilogy.com.au/directors.aspx

Is the Chairman of Trilogy Funds which acts as Responsible Entity for a number of Mortgage and Property Trusts. He was an Executive Director and significant shareholder of Challenger International Limited with his last 2 years being Executive Director responsible for lending with Howard Mortgage Trust and was responsible for Challenger Annuities. He spent 15 years with Schroder Merchant Banking Group and was a Board member of the ASX listed Schroder Property Fund. Sullivan and Ors Litigation Update.

4

Balmain Trilogy

https://balmaintrilogy.com.au/forms.aspx

The forms available below are to assist unitholders when updating details to their unitholding, transferring units or finalising an estate. Please submit your completed form via the following methods. Some forms or documentation may require the original or the original certified copy to be received (eg. Transfer Forms or Statements that are witnessed for an estate). If you are unsure, please contact Balmain Trilogy Investor Relations on 1800 194 500. Change of Details Individual/Joint. 2016 Tax Statement...

5

Balmain Trilogy

https://balmaintrilogy.com.au/default.aspx

2016 Tax Statements, Periodic Statements and the Annual Financial Report. Annual Taxation and Periodic Statements for the year ended 30 June 2016 for the Pacific First Mortgage Fund (the Fund) are expected to be released to Unitholders by mid-August, if not sooner. In the interim, we can advise that the taxable income of the Fund for the year ended 30 June 2016 is zero. The Annual Financial Report for the year ended 30 June 2016 for the Fund is expected to be available late September. We will provide a f...

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Funds Management - Trilogy Funds

http://www.trilogyfunds.com.au/services/funds-management

USelect Mortgage Investments (Open). Trilogy Monthly Income Trust. Trilogy Investor Choice Melbourne Campus Office Syndicate (Closed). Trilogy Monthly Income Trust. What is a mortgage trust? What is a property trust? Trilogy Funds acts as the Fund Manager, in a Responsible Entity (RE) capacity, for all its investment offerings. REs must be Australian public companies with a prescribed level of net tangible assets, depending on the value of the scheme’s assets, among other things. REs must also hold a...

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Pacific First Mortgage Fund

Pacific First Mortgage Fund. Unitholder Distribution Payments – 13/03/2018. March 12, 2018. Following the High Court’s dismissal of the appeal by the Appellants, Trilogy Funds Management Limited (Trilogy, we) as Responsible Entity of the Pacific First Mortgage. The High Court of Australia Appeal dismissed. February 16, 2018. We are pleased to advise Unitholders that the application to appeal to the High Court by both Appellants, Sullivan and Swan and Donaldson, has been. November 15, 2017. Latest News: P...

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