At Oak Capital we offer investments that suit both Retail and Wholesale investor clients under 2 separate Australian Financial Service Licences. Under both investment models, Oak Capital offers fixed interest returns secured against real estate Australia wide. The interest returns differ on a loan by loan basis dependent on the specific loan being invested in.
Oak Capital provides transparent and secured investment opportunities that cover both first and second mortgage investments on an array of real estate including residential, commercial, industrial properties. Investment terms range from 1 - 12 months, just let us know which term suits your personal investment needs.
Our investment opportunities are open to Self Managed Super Funds (SMSF), companies and individuals. Start investing with Oak Capital and realise the benefits we can offer you.
At Oak Capital we understand the need to ensure your money is protected. We offer you direct investment into specific transactions that are secured by real property with conservative LVR's. Information on each loan is available to you to review and make your own decisions. As with any investment decision we recommend that you seek professional financial advice. Oak Capital operate contributory mortgage funds, therefore your money is is only used in the specific investments that you choose.
Oak Capital Mortgage Fund Limited holds an Australian Financial Services Licence (AFSL 438659) and offers products to all investors including retail investing clients. Please see our Product Disclosure Statement (PDS) for more information and to apply to join this Fund.
Oak Capital Wholesale Fund Pty Ltd holds an Australian Financial Services Licence (AFSL 506255) and offers products to only Sophisticated/Wholesale investing clients. All investors applying under this model must satisfy the requirements to qualify as Sophisticated/Wholesale. Please see our Information Memorandum (IM) for more information and to apply to join the Fund.
Oak Capital provides transparent and secured investment opportunities that cover both first and second mortgage investments on an array of real estate including residential, commercial, industrial properties. Investment terms range from 1 - 12 months, just let us know which term suits your personal investment needs.
Our investment opportunities are open to Self Managed Super Funds (SMSF), companies and individuals. Start investing with Oak Capital and realise the benefits we can offer you.
At Oak Capital we understand the need to ensure your money is protected. We offer you direct investment into specific transactions that are secured by real property with conservative LVR's. Information on each loan is available to you to review and make your own decisions. As with any investment decision we recommend that you seek professional financial advice. Oak Capital operate contributory mortgage funds, therefore your money is is only used in the specific investments that you choose.
Oak Capital Mortgage Fund Limited holds an Australian Financial Services Licence (AFSL 438659) and offers products to all investors including retail investing clients. Please see our Product Disclosure Statement (PDS) for more information and to apply to join this Fund.
Oak Capital Wholesale Fund Pty Ltd holds an Australian Financial Services Licence (AFSL 506255) and offers products to only Sophisticated/Wholesale investing clients. All investors applying under this model must satisfy the requirements to qualify as Sophisticated/Wholesale. Please see our Information Memorandum (IM) for more information and to apply to join the Fund.
WHY OAK?
Oak Capital operate Managed Investment Scheme offering fixed interest returns to its investors through its Contributory Mortgage Fund Investment options.
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Select mortgage investment is a simple and easy to understand investment model. Invest in a particular transaction not a pool.
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Australian investors know and love the Australian real estate market. All loans written by Oak Capital are secured by mortgages over real property.
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Do you want to become an Oak Capital investor?
In order to become an investor with Oak Capital you first need to read our Product Disclosure Statement (PDS). If you wish to proceed, please fully complete the application form at the back of our PDS and return it to us. The Oak Capital team will then contact you to discuss investment options.
Are you a Sophisticated, Wholesale or Professional investor?
In order to become an investor with the Oak Capital Wholesale Fund Pty Ltd you first need to read our Information Memorandum (IM). If you wish to proceed, please fully complete the application form at the back of our IM along with supplying the qualifying documentation.
In order to become an investor with Oak Capital you first need to read our Product Disclosure Statement (PDS). If you wish to proceed, please fully complete the application form at the back of our PDS and return it to us. The Oak Capital team will then contact you to discuss investment options.
Are you a Sophisticated, Wholesale or Professional investor?
In order to become an investor with the Oak Capital Wholesale Fund Pty Ltd you first need to read our Information Memorandum (IM). If you wish to proceed, please fully complete the application form at the back of our IM along with supplying the qualifying documentation.
LIKE TO DISCUSS OAK CAPITAL?
Interested in discussing the investment options Oak Capital offer? Fill in the below form and one of our representatives will call you to discuss.
Can't wait? Contact us now for more information at info@oakcapital.com.au or call us on (03) 9621 1399 and speak to one of our consultants about the options available now.
Can't wait? Contact us now for more information at info@oakcapital.com.au or call us on (03) 9621 1399 and speak to one of our consultants about the options available now.
download the OAK CAPITAL pds
CLICK on the below link to download the current Oak Capital Product Disclosure Statement (PDS) - for the Oak Capital Mortgage Fund Limited offering. The current PDS was released on 6th February 2018.
* Please note: In regard to page 21 of the PDS - The Complaints Authority has changed from the Financial Ombudsman Service Limited (FOS) to the Australian Financial Complaints Authority Limited (AFCA). The email contact for AFCA is info@afca.org.au
DOWNLOAD THE OAK CAPITAL 'Im'
Sophisticated/wholesale investors
CLICK on the below link to download the current Oak Capital Information Memorandum (IM) - for the Oak Capital Wholesale Fund Pty Limited offering. The current IM was released on 12th June 2019.
Investor Reports available here
Disclaimer:
The information on this website has been prepared by Oak Capital Mortgage Fund Limited (ACN: 161 407 058) (AFSL 438659) & Oak Capital Wholesale Fund Pty Ltd (ACN: 622 106 692) (AFSL 506255) (Oak Capital) for general information purposes only, without taking into account any potential investors’ personal objectives, financial situation or needs. Before investing, you should consider your own objectives, financial situation and needs or you should obtain financial, legal and/or taxation advice. Oak Capital does not give personal product advice. The content on this website provides only general financial product advice. Past performance is not a reliable indicator of future performance. While due care and attention has been exercised in the preparation of forecast information, forecasts, by their very nature, are subject to uncertainty and contingencies, many of which are outside the control of Oak Capital. Actual results may vary from any forecasts and any variation may be materially positive or negative. Any offers will only be made in accordance with the PDS and SPDS or IM and SIM issued in accordance with the provisions of the Corporations Act 2001, and the attached Application form related to the Oak Capital Mortgage Fund (ARSN 166 411 463) or Oak Capital Wholesale Fund.