Careteq Repays $138K in Director Loans a Month Early Using Placement Funds

By John Zadeh -

Careteq has repaid all outstanding director and company secretary loans totalling A$125,000 in principal plus A$13,186.36 in capitalised interest, approximately one month ahead of the contractual maturity date of 4 June 2026. The early settlement follows the completion of the company’s two-tranche placement to institutional and sophisticated investors, with Tranche 2 settled after shareholder approval at the General Meeting on 23 April 2026.

Breakdown of loan repayments

The company has settled four separate loan facilities extended by board members and management during a period of tight liquidity.

Lender (Name & Role) Principal (A$) Capitalised Interest (A$) Total Repaid (A$)
Mark Simari (Chair) $26,500.00 $2,848.93 $29,348.93
Stephen Munday (NED) $47,000.00 $4,774.68 $51,774.68
Brett Cheong (NED) $26,500.00 $2,875.07 $29,375.07
David Lilja (Company Secretary) $25,000.00 $2,687.67 $27,687.67
Total $125,000.00 $13,186.36 $138,186.36

The loans accrued interest at 12% per annum on a simple daily-accrual basis from receipt of funds to the repayment date. All facilities were originally scheduled to mature on 4 June 2026 but have been settled early using placement proceeds.

What are related-party loans and why do companies use them?

Related-party loans occur when directors or company insiders provide short-term funding to the business, typically during periods of constrained liquidity or while awaiting capital raising completion.

These arrangements require disclosure under ASX Listing Rules due to the potential for conflicts of interest, as directors are both governance decision-makers and creditors in these scenarios. Repaying these loans ahead of schedule demonstrates the company no longer requires bridging finance and removes related-party obligations from the balance sheet. For small-cap investors, the Careteq director loan repayment signals a transition from emergency funding mode to a more stable capital structure following the successful placement.

Capital allocation and remaining placement funds

The Board considers early settlement of related-party loans an appropriate use of a portion of placement proceeds, removing the related-party indebtedness from Careteq’s balance sheet ahead of maturity. The balance of placement funds will continue to be applied in accordance with the use-of-funds disclosure made 10 March 2026, including:

  • Project acquisitions
  • General working capital purposes

The convertible note issued to Mr Antanas Guoga (announced 10 June 2025) is unaffected by these repayments and remains on foot under existing terms. The Board has emphasised alignment with shareholders through the prompt return of working capital extended at a critical period for the company. Investors can track remaining funds against the stated use-of-funds framework disclosed in March 2026.

Board acknowledgment

The Board thanked directors for their continued financial support to Careteq during a period when the company required short-term liquidity support. Each director, as a related party, is taken to have received a financial benefit in the amount of the accrued interest repaid. The Board considers the interest paid to be on arm’s length commercial terms, consistent with the 12% per annum rate agreed and disclosed when the loans were entered into on 10 June 2025.

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Frequently Asked Questions

What is a related-party loan in the context of an ASX-listed company?

A related-party loan occurs when a company's directors or insiders provide short-term funding to the business, typically during periods of tight liquidity. These arrangements must be disclosed under ASX Listing Rules because the directors act simultaneously as governance decision-makers and creditors, creating a potential conflict of interest.

How much did Careteq repay to its directors and company secretary?

Careteq repaid a total of A$138,186.36, comprising A$125,000 in principal across four loan facilities and A$13,186.36 in capitalised interest accrued at 12% per annum, with the largest single repayment of A$51,774.68 going to Non-Executive Director Stephen Munday.

Why did Careteq repay its director loans ahead of schedule?

Careteq used proceeds from its two-tranche placement to institutional and sophisticated investors to repay the loans approximately one month before the contractual maturity date of 4 June 2026, removing related-party indebtedness from its balance sheet and transitioning to a more stable capital structure.

Does the Careteq director loan repayment affect the convertible note held by Antanas Guoga?

No — the convertible note issued to Mr Antanas Guoga, announced on 10 June 2025, is unaffected by these repayments and remains on foot under its existing terms.

How will Careteq use the remaining placement funds after repaying director loans?

According to the Board, the balance of placement proceeds will be applied in accordance with the use-of-funds disclosure made on 10 March 2026, which includes project acquisitions and general working capital purposes.

John Zadeh
By John Zadeh
Founder & CEO
John Zadeh is a investor and media entrepreneur with over a decade in financial markets. As Founder and CEO of StockWire X and Discovery Alert, Australia's largest mining news site, he's built an independent financial publishing group serving investors across the globe.
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