Newsletter Autumn 2025 – LaTrobe Financial Term Accounts

Important Update on La Trobe Financial Term Accounts

Newsletter Edition 3, Autumn 2025

We would like to inform you about an important aspect of Latrobe Financial Term Accounts and the maturity process. If your term account is approaching maturity and you wish to withdraw the full amount, please be aware that La Trobe requires a minimum of 30 days’ notice prior to maturity to facilitate this.

If no withdrawal notice is provided within this timeframe, the entire sum will automatically roll into a new term account for another full 12-month term, and you will not be able to access the funds without penalties until the next maturity date.

To ensure that you have the flexibility you need, we will be in contact with you individually approximately 2 months prior to your term account’s maturity.

This will give us the opportunity to discuss your options and determine whether you would like to withdraw your funds or let them roll over into another term. Our goal is to ensure that your investments continue to align with your financial objectives, and we are here to support you in making the best decision for your circumstances.

If you have any questions or would like to discuss your options in more detail, please do not hesitate to reach out. We’re always happy to assist.

We are now looking to broaden our fixed interest holdings by incorporating alternative fixed interest options to enhance diversification.

We have no concerns regarding the financial integrity of Latrobe, our goal is simply to maintain flexibility and maximise diversification