+61 (0) 448 793 794 admin@debtequity.com.au

DebtEquity Invest Debtequity structures risk-defined wholesale investment exposures across
senior secured commercial mortgages and ranking wholesale equity exposures. Individual (MIS) mandates are governed and managed by disciplined oversight, clearly defined decision rights, and institutional-grade operating infrastructure from inception. GOVERNANCE-LED CAPITAL STRUCTURING and Wholesale Execution Wholesale Clients Only | General Information | No Personal Advice Debtequity
General Advice Warning: Personal advice requires the provider to take into account the client’s circumstances. This does not apply to general advice. The information in this website contains general information only. We have not taken into consideration any of your personal objectives, financial situation or needs. Before taking any action, you should consider whether the general advice contained in this communication is appropriate to you having regard to your circumstances and needs, and seek appropriate professional advice if you think you need it. It is important, before considering any investment, that you read the relevant Information Memorandum having regard to your own situation. We recommend that you consult a licensed or authorised financial adviser if you require financial advice that takes into account your personal circumstances.

Servant Leaders &
Fiduciary Partners
Land Aggregation &
Planning-Led Value Creation
Instrument:
Mandate-locked contributory sleeve Delivered:
scope boundaries, valuation protocols, exit-defined realisation, governance cadence
Debt equity Invest Commercial Real Estate Lending Instrument:
Senior secured first mortgage facility
Delivered:
ranking clarity, covenant controls, enforcement-ready documentation, downside buffers
Deferred Consideration / Vendor Finance Instrument:
Secured note with priority deed architecture
Delivered:
creditor protections, buy-out mechanics, partial releases, clean separation from equity participation
Operating Cashflow Asset Acquisition Instrument:
Senior debt + vendor participation stack
Delivered:
servicing resilience modelling, conservative covenants, turnaround governance and reporting
Enterprise Recapitalisation & Balance Sheet Discipline Instrument:
Capital stack optimisation and restructuring
Delivered:
improved bankability, defined liquidity pathways, board-level decision clarity
Trustee-Supervised Wholesale Platform Readiness Instrument:
IM architecture + disclosure boundary frameworks
Delivered:
controlled disclosure, committee-ready packs, audit-clean governance documentation

Discounts - Premiums - Carve-Outs - Upside Corporate Advisors
Managing Investor
At Debtequity, our wholesale equity investment management solutions are delivered through strategic partners who are both on-title and on-risk. We provide process & execution certainty in strict adherence to compliance standards, providing peace of mind for all of us.

Our Pillars of Success:

12 Board Meetings Annually
4 Transactions Formally Vetted
1 SPV Due Diligence Audit Report
1 Equity Investor Validation Report
1 Wholesale Equity Offering Document
1st RMDs Equities Acquisitions Debt Equity Invest Debt Equity Invest
Fiduciaries - Appointments - Joint Endeavours - Managed On-Risk Chairman, Secretary&
Executive Director
Capital structuring leadership for organisations navigating acquisition, refinancing, or balance sheet complexity — emphasising solvency, downside buffers, and disciplined execution.
Explore Board Value (NED) →

Why Choose Debtequity?

Expertise in risk mitigation and strategic oversight
Commitment to delivering on execution and compliance
Trusted leadership in corporate directorships
Fiduciaries On-risk Investment Managers Debt Equity Invest Debt Equity Invest
Debt Equity Invest Family Offices &
Wholesale Allocators
Risk-defined exposures with ranking clarity, enforceable security, and documented entry/exit mechanics
— designed for capital that prioritises certainty over narrative.

Explore Capital Partner Mandates →

Key Services:
Investment Management
Wholesale Equities
Fiduciary Responsibility
Strategic Partner Solutions
1st RMDs Equities Acquisitions Debt Equity Invest Debt Equity Invest
Discounts - Premiums - Carve-Outs - Upside Certainty Process
& Our Destination
At Debtequity, our wholesale equity investment management solutions are delivered through strategic partners who are both on-title and on-risk. We provide process & execution certainty in strict adherence to compliance standards, providing peace of mind for all of us.

Our Pillars of Success:

Certainty in Execution
Risk-Defined Deal Discounts
Wholesale Managed Investment Schemes
Custodians and (REs), (RMs)
Custodians RE's/RM's Audited Debt Equity Invest Debt Equity Invest
Debtequity Pty Ltd

Ensuring Both Sides Of Your Balance Sheet Are Formally Represented.
Exclusively catering to high-net-worth individuals and family offices, Debtequity is dedicated to providing top-tier services for HNW, wholesale investors, and family offices as investment and asset managers, as well as minority capital partners. We utilize risk-mitigated structures so our investors enjoy a 'hands-off' approach in decisioning, developing and overseeing their income-generating exposures to their commercial portfolios. Our clients and partners seek yield performance and reliable distribution when holding independent investment exposures. Additionally, Debtequity offers self-managed superannuation fund (SMSF) trustees the reliability of distribution and preferential rights, along with long-term capital growth opportunities through formally managed exposures in our various instruments.
As professional asset managers, Debtequity delivers strategic succession planning possibilities to intergenerational investment management. We cater to HNW investors seeking collaboration with esteemed partners in high-grade property portfolios that offer consistent cash flows. Our aim is to provide institutional property exposure with minimized volatility, reliable income, and credible capital growth potential across various instruments. Debtequity also seeks to provide access to institutional-grade portfolios that offers benefits to not-for-profit organizations, offering stable monthly income distributions from robust lease terms and secure tenant covenants. Engaging with Family Offices, UHNW Investors and External Fund Managers. Commercial, Corporate & Structured Solutions Ensuring Both Sides Of Your Balance Sheet Are Formally Represented Debtequity makes exposures for SMSF Trustees with the opportunity for diversification through institutional grade portfolios. Our services encompass refinancing for expansion capital, transactional banking management, acquisition leveraged financing, working cash reserves, stapled finance offerings, acquisitions & restructuring, working capital asset funding, and liquidity event capital. WHOLESALE LINE OF CREDIT TERMS FOR JOINT VENTURE FUND PARTNERS Debtequity is able to offer triple bookkeeping platforms (on-ledger) and Smart-Contract ready and public ledger compliant.
Our wholesale instrument terms can cater for joint ventures, fund of fund partners, that offer a variety of structured solutions to meet your unique needs.
Summary Debtequity offers a range of sophisticated financial solutions and investment opportunities designed to meet the needs of high-net-worth individuals, family offices, not-for-profit organizations, and superannuation funds. Our commitment to excellence, transparency, and risk management ensures that we deliver reliable and growth-oriented exposures for our clients and partners to consider. With our expertise and innovative approach, Debtequity is your trusted partner in navigating the complexities of the financial landscape and achieving your financial goals. Relationship, Project & Transaction-Specific Solutions with Timely Advice Debtequity's directors and associates prioritize elevating our clients' and partners' concerns, offering essential tools, guidance, connections, and capital solutions promptly to navigate such situations effectively. Off-Market Private Placements We cater to stakeholders eager to build portfolios that will serve family offices and institutional allocators, while employing a methodical and disciplined process that delivers tangible value. Like many VC/PE (Venture Capital and Private Equity) firms, we acknowledge and address known and any potential for conflicts arising from the lack of full risk exposure in our transparent preliminary due diligence and discovery sessions. At Debtequity, our approach is rooted in continuous risk awareness, engaging as directors on the board with legal fiduciary responsibilities and risk exposure. As stakeholders we seek to enhance returns on investment in all dealings via Discounts, Premiums & Carve-Outs. Fully Aligned Solutions Debtequity provides not-for-profit organizations and SMSF Trustees with opportunities to access institutional-grade properties. This includes the benefits of dependable monthly income distributions from robust lease terms and secure tenant covenants. We emphasize the genuine risk-return profile of income-producing real estate, complemented by appealing strategies and competitive fee structures. Our expertise in the local market helps identify promising opportunities that align with investment goals.

DEBTEQUITY PTY LTD
ACN: 607 080 142
TRUSTEE COMPANY ATF The Aussiedane International Family Trust
ABN:90 699 845 635
TRADING TRUST

Tim Carter
ARN: 001 301 711
EXECUTIVE DIRECTOR

Debtequity Pty Ltd GENERAL ADVICE WARNING:

Personal advice requires the provider to take into account the client’s circumstances.

This does not apply to general advice.

The information in this website contains general information only. We have not taken into consideration any of your personal objectives, financial situation or needs.

Before taking any action, you should consider whether the general advice contained in this communication is appropriate to you having regard to your circumstances and needs, and seek appropriate professional advice if you think you need it.

It is important, before considering any investment, that you read the relevant Information Memorandum having regard to your own situation.

We recommend that you consult a licensed or authorised financial adviser if you require financial advice that takes into account your personal circumstances.


EMAIL admin@debtequity.com.au PHONE +61 (0)448 793 794 DEBT EQUITY INVEST PTY LTD
ACN: 667 892 024

AFSL (CAR) No: 001303488

NEWPORT PRIVATE WEALTH PTY LTD
ACN: 16 166 931 960

AFSL : 451820
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