FSC Website - Terms of Use This website is created and controlled by the FSC. Whenever you access or use this website, you agree to these website terms of use. The date of these website terms of use is set out below. We may change these website terms of use at our discretion. By continuing to use this website, you accept the website terms of use as they apply from time to time. The information contained on this website may change from time to time. Disclaimer The information provided on this website is general in nature and not customised for the particular user. This website does not constitute legal, accounting, tax, or financial product advice and does not take into account the objectives, financial situation, or needs of any person or the terms of any commercial transaction. Users should obtain their own professional advice tailored to their own circumstances before using this website or the content on this website for their own commercial purposes. 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In particular, emails to or from the FSC and information submitted to or accessed via this website may not be secure and you should use discretion in deciding what information you send to us via these means. You agree that you will not violate the security of this website, including without limitation by transmitting any harmful code or reverse engineering any part of this website. You agree to observe any instructions or protocols provided by the FSC from time to time governing log-in processes, information security and use of passwords. Virus Warning The FSC does not represent that any information (including any file) obtained from or through this website is free from computer viruses or other faults or defects. It is your responsibility to scan any such information for computer viruses. The FSC will not be liable to you or to any other person for any loss or damage (whether direct, indirect, consequential or economic), however caused and whether by negligence or otherwise, which may result directly or indirectly from any such information. To the extent that any applicable law that cannot be excluded imposes any liability on us, that liability shall be limited to the cost of re-supplying that information. Cookies The FSC may use cookies to identify your computer on our server and so we can track your use of this website. In some instances cookies may collect and store personal information about you. Such personal information will only be used by the FSC in accordance with our Privacy Policy. Availability of Website The FSC does not represent or warrant that access to our website will be secure, error free, uninterrupted or timely or that the website or the related server are free of viruses, bugs or other harmful applications or interference. You acknowledge that it is your responsibility to implement sufficient procedures and virus checks to satisfy your own requirements. The FSC may suspend your access to the website without prior notice due to maintenance, system failure, repair or any other reason beyond our control. Governing Law These terms of use between you and the FSC will be governed by the laws of New South Wales, Australia. You agree that any dispute or legal proceeding in relation to this website shall be brought exclusively in the courts of New South Wales. Date of Publication: 21 June 2024 Version: 1.0
This content was updated last on 20 May 2024. Note: this listing service is only available to FSC Full Members. This fund list contains the names of FSC Member Organisations that offer or intend to offer SIV Compliant Funds (this is not a Government endorsement). The list can be used as a resource for potential investors to contact these organisations to discuss potential investments under the SIV framework. FSC does not guarantee that every fund on this list is currently compliant or will remain compliant and FSC does not make any representation in relation to the complying status of such funds. The “SIV Compliant Funds” named on this page were considered to be funds which were compliant with Legislative Instrument IMMI 15/100: Complying Investments of 25 June 2015, made pursuant to regulation 5.19C of the Migration Regulations 1994, outlined in Austrade’s Significant Investor Visa Complying Investment Framework. Alternatively, organisations have been named who have advised us that they intend to provide a compliant fund over the next 12 months. None of Austrade, FSC or the product issuers, is under any obligation to notify you of any changes to a product’s SIV complying status and you should confirm with the relevant product issuers that their products listed herein remain SIV compliant, before taking any action. Neither Austrade nor FSC were involved in the assessment of these funds against the SIV Complying Investment Framework, and their inclusion on this webpage is in no way an endorsement of any of the funds; whether as to complying status or of any other matter. This webpage contains general advice only and is information provided for reference purposes. In preparing this webpage neither FSC, Austrade nor any of the product issuers named took into account the investment objectives, financial situation and particular needs of any particular person. Accordingly, before acting on any advice or information contained on this page, you should make your own enquiries, contact your professional adviser and/or assess whether the products are appropriate in light of your own circumstances.AMP CapitalKey ContactPotential Compliant FundsChristopher Davitt Fund Manager M: +61 450 005 026 E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakd031a8d2fad4a3dd8a78053bc1157b31').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyd031a8d2fad4a3dd8a78053bc1157b31 = 'christopher.davitt' + '@'; addyd031a8d2fad4a3dd8a78053bc1157b31 = addyd031a8d2fad4a3dd8a78053bc1157b31 + 'ampcapital' + '.' + 'com'; var addy_textd031a8d2fad4a3dd8a78053bc1157b31 = 'christopher.davitt' + '@' + 'ampcapital' + '.' + 'com';document.getElementById('cloakd031a8d2fad4a3dd8a78053bc1157b31').innerHTML += ''+addy_textd031a8d2fad4a3dd8a78053bc1157b31+''; Wholesale Australian Property FundAustralian Unity InvestmentsKey ContactPotential Compliant FundsLuke McCormackHead of DistributionM: +61 407 789 636E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloake20e2adc48dda6db91031de3ef25f73f').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addye20e2adc48dda6db91031de3ef25f73f = 'lmccormack' + '@'; addye20e2adc48dda6db91031de3ef25f73f = addye20e2adc48dda6db91031de3ef25f73f + 'australianunity' + '.' + 'com' + '.' + 'au'; var addy_texte20e2adc48dda6db91031de3ef25f73f = 'lmccormack' + '@' + 'australianunity' + '.' + 'com' + '.' + 'au';document.getElementById('cloake20e2adc48dda6db91031de3ef25f73f').innerHTML += ''+addy_texte20e2adc48dda6db91031de3ef25f73f+''; Emerging companies' investment Acorn Capital Micro Opportunities FundVenture capitalAcorn Capital Expansion PlatformBalancing investment Platypus Australian Equities FundAustralian Unity Diversified Property FundChallengerKey ContactPotential Compliant FundsChallenger Investor Services team P: 1300 721 637OS: +61 2 8023 5428E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakde3f85080ed88cad95bfc5aec10d66a3').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyde3f85080ed88cad95bfc5aec10d66a3 = 'info' + '@'; addyde3f85080ed88cad95bfc5aec10d66a3 = addyde3f85080ed88cad95bfc5aec10d66a3 + 'challenger' + '.' + 'com' + '.' + 'au'; var addy_textde3f85080ed88cad95bfc5aec10d66a3 = 'info' + '@' + 'challenger' + '.' + 'com' + '.' + 'au';document.getElementById('cloakde3f85080ed88cad95bfc5aec10d66a3').innerHTML += ''+addy_textde3f85080ed88cad95bfc5aec10d66a3+''; Balancing investment Challenger Guaranteed Income Fund Emerging companies investment NovaPort Microcap FundMA Financial Group (formerly Moelis Australia)Key ContactPotential Compliant FundsEnda Stankard Managing Director P: 02 8288 5530E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakac05bb59ab0e00af44885ac97bf0c2ce').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyac05bb59ab0e00af44885ac97bf0c2ce = 'enda.stankard' + '@'; addyac05bb59ab0e00af44885ac97bf0c2ce = addyac05bb59ab0e00af44885ac97bf0c2ce + 'mafinancial' + '.' + 'com'; var addy_textac05bb59ab0e00af44885ac97bf0c2ce = 'enda.stankard' + '@' + 'mafinancial' + '.' + 'com';document.getElementById('cloakac05bb59ab0e00af44885ac97bf0c2ce').innerHTML += ''+addy_textac05bb59ab0e00af44885ac97bf0c2ce+''; Emerging companies' investment MA SIV Public Investment Fund MA NSW Emerging Companies Fund Venture capital MA Growth Capital Fund III Balancing investment MA Diversified Property Fund MA Logistics Fund MA SIV Bond Income Fund MA SIV Fixed Income Fund MA Bond Credit Fund MA SIV General Equities Fund MA SIV REIT Equities Fund MA SIV Infrastructure Equities Fund MA Equity Opportunities FundMacquarie Group LimitedKey ContactPotential Compliant FundsLieu HoangSenior Business Development ManagerThis email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakcb7e7debd7404b4ecd00777999db21a0').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addycb7e7debd7404b4ecd00777999db21a0 = 'lieu.hoang' + '@'; addycb7e7debd7404b4ecd00777999db21a0 = addycb7e7debd7404b4ecd00777999db21a0 + 'macquarie' + '.' + 'com'; var addy_textcb7e7debd7404b4ecd00777999db21a0 = 'lieu.hoang' + '@' + 'macquarie' + '.' + 'com';document.getElementById('cloakcb7e7debd7404b4ecd00777999db21a0').innerHTML += ''+addy_textcb7e7debd7404b4ecd00777999db21a0+''; Kate SullivanSenior Business Development ManagerThis email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloake71b09ecd28ed52a9e30bd65fe66f691').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addye71b09ecd28ed52a9e30bd65fe66f691 = 'kate.sullivan' + '@'; addye71b09ecd28ed52a9e30bd65fe66f691 = addye71b09ecd28ed52a9e30bd65fe66f691 + 'macquarie' + '.' + 'com'; var addy_texte71b09ecd28ed52a9e30bd65fe66f691 = 'kate.sullivan' + '@' + 'macquarie' + '.' + 'com';document.getElementById('cloake71b09ecd28ed52a9e30bd65fe66f691').innerHTML += ''+addy_texte71b09ecd28ed52a9e30bd65fe66f691+''; Please do not hesitate to contact us on free call 1800 814 523 or email This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakdc38ec94db1bea8214d033665bcf4dc1').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addydc38ec94db1bea8214d033665bcf4dc1 = 'mam.clientservice' + '@'; addydc38ec94db1bea8214d033665bcf4dc1 = addydc38ec94db1bea8214d033665bcf4dc1 + 'macquarie' + '.' + 'com'; var addy_textdc38ec94db1bea8214d033665bcf4dc1 = 'mam.clientservice' + '@' + 'macquarie' + '.' + 'com';document.getElementById('cloakdc38ec94db1bea8214d033665bcf4dc1').innerHTML += ''+addy_textdc38ec94db1bea8214d033665bcf4dc1+''; .Emerging companies' investment Macquarie Australian Emerging Companies Fund (note attached document accompanying here)Markuan Management Pty LtdKey ContactPotential Compliant FundsGina Yuan Managing Director P: 02 7227 5505 M: 0422 029 353 E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak37ea99973ee934e2e7f5207b1a3be773').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy37ea99973ee934e2e7f5207b1a3be773 = 'ginay' + '@'; addy37ea99973ee934e2e7f5207b1a3be773 = addy37ea99973ee934e2e7f5207b1a3be773 + 'markuan' + '.' + 'com'; var addy_text37ea99973ee934e2e7f5207b1a3be773 = 'ginay' + '@' + 'markuan' + '.' + 'com';document.getElementById('cloak37ea99973ee934e2e7f5207b1a3be773').innerHTML += ''+addy_text37ea99973ee934e2e7f5207b1a3be773+''; E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak38712d33a2c93980fb12464ab7e80b53').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy38712d33a2c93980fb12464ab7e80b53 = 'fundservices' + '@'; addy38712d33a2c93980fb12464ab7e80b53 = addy38712d33a2c93980fb12464ab7e80b53 + 'markuan' + '.' + 'com'; var addy_text38712d33a2c93980fb12464ab7e80b53 = 'fundservices' + '@' + 'markuan' + '.' + 'com';document.getElementById('cloak38712d33a2c93980fb12464ab7e80b53').innerHTML += ''+addy_text38712d33a2c93980fb12464ab7e80b53+''; Emerging companies' investment Macquarie Australian Emerging Companies Fund Microequities Emerging Companies Value Fund Venture capital Stafford Growth Fund 6 Balancing investment Markuan Mascot Commercial Trust Markuan Sydney CBD Commercial Property Master TrustMulpha Funds Management (formally Pindari Capital)Key ContactPotential Compliant FundsMark MorcosDirector P: 02 9958 9008E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloaka904aa3ac1df959587207244dd63aae1').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addya904aa3ac1df959587207244dd63aae1 = 'mark.morcos' + '@'; addya904aa3ac1df959587207244dd63aae1 = addya904aa3ac1df959587207244dd63aae1 + 'mulpha' + '.' + 'com' + '.' + 'au'; var addy_texta904aa3ac1df959587207244dd63aae1 = 'mark.morcos' + '@' + 'mulpha' + '.' + 'com' + '.' + 'au';document.getElementById('cloaka904aa3ac1df959587207244dd63aae1').innerHTML += ''+addy_texta904aa3ac1df959587207244dd63aae1+''; Emerging companies’ investmentMFM Emerging Companies Fund MFM Emerging Companies Fund (NSW) Venture capital MFM Venture Capital Private Equity Fund I MFM Venture Capital Private Equity Fund II MFM Venture Capital Private Equity Fund II (VIC) Balancing investment MFM Balancing Investments Fund MFM Balancing Investments Yield Fund MFM Capri Fund Pre July 2015 SIV Investment Fund MFM Real Estate Fund Real Asset Management Pty Ltd (RAM)Key ContactPotential Compliant FundsScott Kelly Managing Director, CEO Australia P: +61 2 8880 6685 E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakc343545587bccccd7e2560a83fe4572f').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyc343545587bccccd7e2560a83fe4572f = 'scott.kelly' + '@'; addyc343545587bccccd7e2560a83fe4572f = addyc343545587bccccd7e2560a83fe4572f + 'ram' + '.' + 'com' + '.' + 'au'; var addy_textc343545587bccccd7e2560a83fe4572f = 'scott.kelly' + '@' + 'ram' + '.' + 'com' + '.' + 'au';document.getElementById('cloakc343545587bccccd7e2560a83fe4572f').innerHTML += ''+addy_textc343545587bccccd7e2560a83fe4572f+''; Emerging companies' investment RAM 188 ECT Capital Stable Fund RAM 188 Emerging Companies Trust Venture capital RAM Australia Private Opportunities Fund Balancing investment RAM Diversified Fixed Income Fund RAM 188 Bond Trust RAM 188 Notice Account RAM 188 Corporate Bond Trust RAM Australia Diversified Property Fund RAM Australia Property Securities FundUBS Asset Management (Australia) LtdKey ContactPotential Compliant FundsUBS Client Services E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak060bdfa117b1eb6c852fc01f675ff969').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy060bdfa117b1eb6c852fc01f675ff969 = 'clientservices-ubsam' + '@'; addy060bdfa117b1eb6c852fc01f675ff969 = addy060bdfa117b1eb6c852fc01f675ff969 + 'ubs' + '.' + 'com'; var addy_text060bdfa117b1eb6c852fc01f675ff969 = 'clientservices-ubsam' + '@' + 'ubs' + '.' + 'com';document.getElementById('cloak060bdfa117b1eb6c852fc01f675ff969').innerHTML += ''+addy_text060bdfa117b1eb6c852fc01f675ff969+''; Emerging companies' investment UBS Australian Small Companies SIV FundLast updated by the FSC on 20 May 2024 ._ERbj1g7D { position: relative; } ._3P4lx2OV { padding: 30px 0px; margin: 10px 0px; } ._3P4lx2OV:focus, ._3P4lx2OV:active { outline: none; box-shadow: none; } ._nDEv0Ex7 { display: block; width: 100%; margin-bottom: 20px; line-height: 1.5em; } ._nDEv0Ex7:last-child { margin-bottom: 0; } ._nDEv0Ex7:focus, ._nDEv0Ex7:active { outline: none; 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5. Get Involved - Further Gender Diversity Resources 5.1 Future IM/Pact Ambassador The FSC is proud to announce that it is an ambassador for the Future IM/Pact industry initiative aimed at attracting more diverse talent into the investment teams of Australia’s leading super funds and fund managers. We know that our ability to build high performing teams depends on attracting and valuing diverse talent who bring different perspectives. Our challenge is the majority of our teams remain very Anglo-Celtic and male-dominated. When we look to hire people for junior analyst positions - our entry-level jobs - the vast majority of candidates are men. We’re determined to change that reality. How? We want to help Australia’s best and brightest problem solvers from diverse backgrounds consider how they can impact the world as an investor. Insights and opportunities to get a foot in the door will also be provided. Our initial focus is on reaching women because their perspectives are most under-represented in our teams. How can you support and enhance the initiative? Achieving the goal depends on growing the initiative's reach and we need the support of industry bodies, universities and professional networks to help share the word. Link to the Future IM/Pact website: https://www.future-impact.com.au/ Subscribe to the newsletter and encouraging your peers and colleagues to do so too: Subscribe Here Follow Future IM/Pact on social media: Facebook, LinkedIn, or YouTube Watch and share these videos and any other of Future IM/Pact's posts on your social media channels 5.2 F3 - Future Females in Finance F3 is a program specifically designed for young women to uncover what it means to work in the financial services industry. Through education and work experience, we aim to foster and encourage females to take a future career in finance. The F3 program is particularly tailored towards young women in years 10-12 and in tertiary education. F3 is a grass roots, practical and scalable solution to fostering the next generation of talent in the finance industry. .How the program works? For University Studentshttps://www.fthree.com.au/howitworks For School Studentshttps://www.fthree.com.au/school-student-work-experience For Corporate PartnersIf your business would like to tap into the talent of the next generation, feel free to contact This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakddd3599a8b6ce16a6bdb0c7cb5ea4b0c').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyddd3599a8b6ce16a6bdb0c7cb5ea4b0c = 'camilla' + '@'; addyddd3599a8b6ce16a6bdb0c7cb5ea4b0c = addyddd3599a8b6ce16a6bdb0c7cb5ea4b0c + 'fthree' + '.' + 'com' + '.' + 'au'; var addy_textddd3599a8b6ce16a6bdb0c7cb5ea4b0c = 'camilla' + '@' + 'fthree' + '.' + 'com' + '.' + 'au';document.getElementById('cloakddd3599a8b6ce16a6bdb0c7cb5ea4b0c').innerHTML += ''+addy_textddd3599a8b6ce16a6bdb0c7cb5ea4b0c+''; to discuss how we can help you. If you’d like to find out more and like F3 to come to your school or university, feel free to contact Camilla on the email above or visit www.fthree.com.au . 5.3 30% Club - Growth Through Diversity The 30% Club believes that gender balance on boards and senior management encourages better leadership and governance, as well as contributing to better all-round performance. It is a voluntary and inclusive campaign to achieve 30% women on ASX-200 boards by 2018. The 30% Club collaborates with CEO members, in support of a business led approach, to achieve better gender balance in organisations. More information on the 30% Club Australian Chapter is available here. Follow 30% Club Australia on social media: twitter. . . < Back | Home //
Enhance your career with CIMA® certificationAll individuals in the financial services industry are increasingly being challenged to continue their education and grow their expertise... not just financial advisers! Certified Investment Management Analyst® (CIMA) certification is the peak, international, technical portfolio construction certification program for anyone involved in any aspect of constructing multi-manager portfolios – including sales and marketing professionals from funds management and superannuation firms. It offers an unrivalled opportunity to formally equip yourself with the knowledge, skill and expertise needed to build better quality multi-manager investment portfolios – and, therefore, to help practitioners do so. With practitioners under increasing time pressure as they juggle the demands of business, clients, family and now (for most), a heavy FASEA educational load for years to come, being a Certified Investment Management Analyst® will distinguish you as someone who can genuinely understand and help them with the challenges they face in a key aspect of their role. This seminar will help you understand how being a Certified Investment Management Analyst will enhance your career opportunities – and why you should show the lead with CIMA certification! Event Details0DATE Tuesday 18 June TIME 8.00am - 9.30am VENUE Financial Services Council, King Room, Level 24, 44 Market Street, SydneyREGISTRATION: To register for this event, email us via This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakf615f744751ba27816c2cd9470512215').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyf615f744751ba27816c2cd9470512215 = 'events' + '@'; addyf615f744751ba27816c2cd9470512215 = addyf615f744751ba27816c2cd9470512215 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_textf615f744751ba27816c2cd9470512215 = 'events' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloakf615f744751ba27816c2cd9470512215').innerHTML += ''+addy_textf615f744751ba27816c2cd9470512215+''; with "RSVP - CIMA" as the subject line of your response.Speakers includeGraham Rich, Managing Partner & Dean, Portfolio Construction Forum & Executive Officer, CIMA Society of AustraliaKylie Willment, CIMA®, Chief Investment Officer – Asia Pacific, Mercer Australia Sonia Bluzmanis, CIMA®, Portfolio Manager – Equities, BT Financial Group Andrew Heyden, CIMA®, Institutional Business Development Manager, Aberdeen Standard InvestmentsTo find out more about our speakers, click hereGraham RichKylie WillmentSonia BluzmanisAndrew HeydenSponsored By ._ERbj1g7D { position: relative; 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