CFMG First Mortgage and Income Fund
Open To Retail Investors

CFMG First Mortgage and Income Fund

CFMG First Mortgage and Income Fund
CFMG First Mortgage and Income Fund
|
Last Updated 29.07.2025

This CFMG First Mortgage & Income Fund product provides our investors with a regular income stream, as the fund will distribute returns on a quarterly basis.

CFMG First Mortgage and Income Fund
Min. Investment
$25,000
Objective
Income
Structure
Managed Fund
Category
Mortgage Funds
Liquidity
Illiquid
Closing Date
12 Months from date of investment
View More Details
Min. Investment
$25,000
Objective
Income
Structure
Managed Fund
Category
Mortgage Funds
Liquidity
Illiquid
Closing Date
12 Months from date of investment
Industry
Banking & Financial Services
Funding Stage
Unlisted Mature Fund
Security Type
Unit in a trust
Target Capital
2800000
Availability
Open for investment

Management and Anticipated Admin Fees
1.65% p.a.
Targeted Return
6.95% p.a Targeted Return
Investment Terms
12 Months
Withdrawls
Not prior to end of term
Distributions
Capital & Interest paid at end of term
Performance Fees
Nil

This property is a 1.21ha site located 15km north of Brisbane’s CBD in the highly sought-after suburb of Bridgeman Downs.


The site benefits from neighbouring an established housing development with services located at the property boundary and is within close proximity to schools, public transport services, retail and healthcare services.

Key fundamentals:

  • Minimum investment amount of $25,000
  • Ideal for SMSF Investors - distributions paid quarterly
  • The confidence that the loan is fully secured via a registered first mortgage
  • Reduced risk as the investment does not include property development
  • The experience and track record of CFMG Capital in having returned 100% of the capital invested, as well as the targeted returns for all investors in the CFMG Land & Opportunity Fund since inception

 

*Please note, past performance is not a reliable indicator of future performance. Receipt of the anticipated return (or return of the invested capital) is dependent on the successful completion of the project as outlined in the SPDS and may not arise. Prospective investors should carefully consider the PDS and SPDS including the risks outlined in those documents before making any investment decision in connection with this investment. CFMG Equity and Income Funds Limited ARSN 602 610 006. AFSL 291 390. See our Target Market Determination at https://bit.ly/2YoaDVn

Scott is a founding Director of both the residential land development and income fund businesses of CFMG Capital.
 

After five years as a solicitor in private practice advising a wide range of clients including State Government departments, publicly listed and private companies, Scott joined a private development and financial services group where his responsibilities included management of the group’s legal requirements and obligations, project management and broad acre land acquisitions.

 

From 2008, Scott has been actively involved in overseeing the governance and compliance obligations in relation to residential land development companies.

 

Scott holds Bachelor degrees in Law and Accountancy, a Graduate Diploma in Urban and Regional Planning and has more than 15 years broad experience in the property development and finance industries.

 

Scott is an extremely passionate Richmond Tigers supporter, and after strong back to back performances in 2019 and 2020 is looking forward to the season ahead.

 

A father of two, Scott spends his spare time with his family. Scott also coaches the Under 10’s at the Souths Graceville Lions Rugby League Club.

With 20+ years experience in management, marketing and strategy development, Andrew in his 10 years with CFMG Capital has brought an in-depth understanding of property and financial services sectors through senior management, marketing and operations roles at major ASX listed property developers and major financial institutions.
 

With significant involvement in the sales, marketing and leasing of in excess of $3.5 billion worth of residential, retail and commercial property in Queensland, New South Wales, Victoria and South Australia, Andrew brings experience throughout project lifespan from acquisition to final settlements.

 

Andrew has also worked in large organisations in specialist marketing positions and holds a Bachelor of Business (Management) specialising in Marketing, Human Resource Management and Industrial Relations.

 

A father of four children, Andrew isn’t entirely sure what ‘spare time’ is, but he is passionate about all sports, particularly at a grassroots level and is President of his local Australian Rules Football Club, the Sherwood Magpies where he is also silly enough to continue to play beyond his 40th birthday.

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The CFMG First Mortgage & Income Fund has a targeted return between 6.65% to 6.95%, net of fees (see current offer).

The CFMG First Mortgage and Income Fund – Returns are paid quarterly with the investment capital returned on maturity in accordance with the SPDS.

$25,000

The average investment for first time investors is approximately $35,000. The average investment across the entire investor base is just under $100,000.

While you can pick which project you invest in, they all have a variable term determined by their size, location and other relevant factors. These terms usually vary between 18 months and 3 years.

Generally, no, prospective investors should expect that the capital they have invested will remain in the investment opportunity for the duration of the advertised term.

CFMG Capital are an AFSL License holder and regulated by ASIC. All offers are via a Product Disclosure Statement and give the peace of mind of a fully regulated environment. Over 1000+ active investors have invested over $90m in our opportunities – many of them several times over – enjoy this peace of mind. We don’t endorse, or involve ourselves in any unregulated offers.

Yes, you can! The CFMG Land and Opportunity Fund has proven to be extremely popular with SMSFs, and while we didn’t specifically design the fund to target SMSF investors, over 80% of the funds invested with us come from SMSF Trustees. However, we are not able to provide you with financial advice and recommend you consult with a trusted and qualified financial advisor before making a decision to invest with CFMG Capital.

Yes, you are able to invest any cash you legally control whether it be surplus savings, released equity or a personal loan. However, we are not able to provide you with financial advice and recommend you consult with a trusted and qualified financial advisor before making a decision to invest with CFMG Capital.

CFMG Capital have completed developments in Brisbane, Gold Coast, Sydney and Melbourne. The preferred area for development is driven by market conditions at the time of assessment.

CFMG Capital have been operating since 2008 and have a team with decades of experience at major ASX listed financial services and development companies.

Easy – Simply schedule a call with one of our Investment Consultants, who will run through the projects with you, send you a copy of the relevant SPDS and the application form for the specific project. Click Here to schedule a call.

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The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. An investment in the product is not a bank deposit and investors risk losing some or all of their money. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets(Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.

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