CFMG Monthly Income Fund
Open To Retail Investors

CFMG Monthly Income Fund

CFMG Monthly Income Fund
CFMG Monthly Income Fund
|
Last Updated 29.07.2025

The CFMG Monthly Income Fund is a pooled credit mortgage fund that provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property.

CFMG Monthly Income Fund
Min. Investment
$5,000
Objective
Income
Structure
Managed Fund
Category
Income Funds
Liquidity
Illiquid
Closing Date
Twelve months from initial investment
View More Details
Min. Investment
$5,000
Objective
Income
Structure
Managed Fund
Category
Income Funds
Liquidity
Illiquid
Closing Date
Twelve months from initial investment
Industry
Banking & Financial Services
Funding Stage
Unlisted Mature Fund
Security Type
Other
Target Capital
Open-ended
Availability
Open for investment

Management and Anticipated Admin Fees
1.65% p.a.
Investment Terms
12 Months
Distributions
Capital & Interest paid monthly
Targeted Return
8.25% p.a.
Withdrawls
Not prior to end of term
Performance Fees
Nil

The CFMG Monthly Income Fund is a pooled credit mortgage fund that provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property.

 

CFMG Capital have developed a strategic pipeline of projects to be delivered over the next five to seven years, and with the support of our loyal investors have established a diversified mix of investment product.

 

Some of the additional key benefits of investing in this fund include:

  • Pooled mortgage fund

  • Competitive rate of return

  • Diversification for your investment portfolio

  • Exposure to Australian property market

  • Loans secured by first mortgage securities over real Australian property

  • Minimum investment amount of $5,000


*Receipt of the targeted return (or return of the invested capital) is dependent on the successful completion of the loan investments as outlined in the PDS for the CFMG Monthly Income Fund ARSN 602 609 638 (‘Fund’), available at www.cfmgcapital.com.au, and may not arise. Prospective investors should carefully consider the PDS for the Fund including the risks outlined in the PDS before making any investment decision in connection with this investment. An investment in the Fund does not represent a deposit and is subject to investment risk including possible loss of capital. Consider whether this investment is appropriate for you. CFMG Equity and Income Funds Limited ACN 112 753 876. AFSL 291 390. See our Target Market Determination at https://bit.ly/4hKzl5G The current targeted return of 8.25% per annum is current as at 1 July 2025 and is quoted net of management fees and costs. The Targeted Return is a variable rate of return and updated monthly.

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 Monthly Income Fund has a targeted return between 7.95% to 8.5%, net of fees - (see current offer).

The return on investment paid to investors vary depending on which Fund you invest in.

 

The CFMG Monthly Income Fund – Distributions are paid monthly in arrears with initial capital to be withdrawn by providing appropriate notice as long as the investment has been held for longer than the minimum holding period of 12 months.

The minimum investment is just $5,000 via the CFMG Monthly Income Fund.

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

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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