La Trobe Direct vs Shadforth

Simple, secure investing designed for Australians. La Trobe Direct gives you an easy and secure way to manage your investments with Australia’s Premier Alternative Asset Manager trusted by more than 125,000 investors* nationwide. Whether you're building dependable income for retirement or diversifying your portfolio with a resilient investment option, we make investing clear, accessible via a platform designed with your future in mind. With La Trobe Direct, you can: - Invest directly across our range of income solutions* - Track your investment performance, balances, and monthly income - Make additional investments and lodge redemption requests* - Access statements, reports, and key documents in one place - Manage your account with robust security controls designed to keep your information safe   Why La Trobe Financial? For more than 70 years, La Trobe Financial has constructed resilient portfolios that aim to deliver consistent monthly returns for our investors Our approach is grounded in disciplined risk management, transparency, and a long‑standing commitment to helping Australians work towards a dignified financial future. Your investments. Clear, secure, and in your control. Start managing your portfolio today with La Trobe Direct. *Only available for the La Trobe Australian Credit Fund, subject to the Product Disclosure Statement (PDS). Investors cannot currently apply for Select Investment Account investments via La Trobe Direct. La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence No. 222213 is the responsible entity of the La Trobe Australian Credit Fund ARSN 088 178 321 and the La Trobe US Private Credit Fund ARSN 677 174 382. It is important that you consider the relevant Product Disclosure Statement (PDS) before deciding whether to invest or continue to invest in any of the funds. The PDSs and Target Market Determinations are available on our website or in La Trobe Direct.

With the Shadforth app you can: • View your Shadforth Portfolio Service Super, Pension and Investment accounts. • Enjoy secure access 24/7, using a passcode, fingerprint or facial recognition (available on compatible devices). • Check on your transactions, performance and investment options. • Review your beneficiaries, personal details, communications preferences and more. • Access statements and generate numerous account reports. • Time for a review? Your adviser’s contact details are readily available.   Please note, an active account is required to access the Shadforth app.