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This content was updated last on 8 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('cloak161c0c7c796166bc4dd801071dec7fe3').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy161c0c7c796166bc4dd801071dec7fe3 = 'christopher.davitt' + '@'; addy161c0c7c796166bc4dd801071dec7fe3 = addy161c0c7c796166bc4dd801071dec7fe3 + 'ampcapital' + '.' + 'com'; var addy_text161c0c7c796166bc4dd801071dec7fe3 = 'christopher.davitt' + '@' + 'ampcapital' + '.' + 'com';document.getElementById('cloak161c0c7c796166bc4dd801071dec7fe3').innerHTML += ''+addy_text161c0c7c796166bc4dd801071dec7fe3+''; 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('cloakfacf9811a84ef9be1115b3da92fafd03').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyfacf9811a84ef9be1115b3da92fafd03 = 'lmccormack' + '@'; addyfacf9811a84ef9be1115b3da92fafd03 = addyfacf9811a84ef9be1115b3da92fafd03 + 'australianunity' + '.' + 'com' + '.' + 'au'; var addy_textfacf9811a84ef9be1115b3da92fafd03 = 'lmccormack' + '@' + 'australianunity' + '.' + 'com' + '.' + 'au';document.getElementById('cloakfacf9811a84ef9be1115b3da92fafd03').innerHTML += ''+addy_textfacf9811a84ef9be1115b3da92fafd03+'';  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('cloak743c916002145a59e9ce6478c9912bc5').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy743c916002145a59e9ce6478c9912bc5 = 'info' + '@'; addy743c916002145a59e9ce6478c9912bc5 = addy743c916002145a59e9ce6478c9912bc5 + 'challenger' + '.' + 'com' + '.' + 'au'; var addy_text743c916002145a59e9ce6478c9912bc5 = 'info' + '@' + 'challenger' + '.' + 'com' + '.' + 'au';document.getElementById('cloak743c916002145a59e9ce6478c9912bc5').innerHTML += ''+addy_text743c916002145a59e9ce6478c9912bc5+''; Balancing investment Challenger Guaranteed Income Fund Emerging companies investment NovaPort Microcap FundColonial First StateKey ContactPotential Compliant FundsGeorge Walker Head of Investment Sales P: +61 2 9303 7052 M: +61 418 211 560 E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak2d676a1c4fe52d87859e76c94c758215').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy2d676a1c4fe52d87859e76c94c758215 = 'georgewalker' + '@'; addy2d676a1c4fe52d87859e76c94c758215 = addy2d676a1c4fe52d87859e76c94c758215 + 'colonialfirststate' + '.' + 'com' + '.' + 'au'; var addy_text2d676a1c4fe52d87859e76c94c758215 = 'georgewalker' + '@' + 'colonialfirststate' + '.' + 'com' + '.' + 'au';document.getElementById('cloak2d676a1c4fe52d87859e76c94c758215').innerHTML += ''+addy_text2d676a1c4fe52d87859e76c94c758215+''; Balancing investment Colonial First State Wholesale Indexed Australian Share Colonial First State Wholesale Indexed Property SecuritiesFirst Sentier Investors (previously Colonial First State Global Asset Management)Key ContactPotential Compliant FundsRoss Crocker Head of Client & Consultant Relationships and Acting Head of Wholesale P: +61 2 9010 5424 M: +61 450 032 658 E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakd0456bad7c300279ddaa4c7c03d98b65').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyd0456bad7c300279ddaa4c7c03d98b65 = 'ross.crocker' + '@'; addyd0456bad7c300279ddaa4c7c03d98b65 = addyd0456bad7c300279ddaa4c7c03d98b65 + 'firstsentier' + '.' + 'com'; var addy_textd0456bad7c300279ddaa4c7c03d98b65 = 'ross.crocker' + '@' + 'firstsentier' + '.' + 'com';document.getElementById('cloakd0456bad7c300279ddaa4c7c03d98b65').innerHTML += ''+addy_textd0456bad7c300279ddaa4c7c03d98b65+'';  Emerging companies First Sentier Wholesale Developing Companies Balancing investments First Sentier Wholesale Concentrated Australian Share First Sentier Wholesale Equity Income First Sentier Wholesale Property Securities Colonial First State Wholesale Indexed Australian Share Colonial First State Wholesale Indexed Property Securities MA 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('cloak27866381008ef9c81b7b09f4098c00da').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy27866381008ef9c81b7b09f4098c00da = 'enda.stankard' + '@'; addy27866381008ef9c81b7b09f4098c00da = addy27866381008ef9c81b7b09f4098c00da + 'mafinancial' + '.' + 'com'; var addy_text27866381008ef9c81b7b09f4098c00da = 'enda.stankard' + '@' + 'mafinancial' + '.' + 'com';document.getElementById('cloak27866381008ef9c81b7b09f4098c00da').innerHTML += ''+addy_text27866381008ef9c81b7b09f4098c00da+''; 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 FundsNick RandallInstitutional Relationship Senior ManagerE: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak43581229338dc89a8648b37739e42f42').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy43581229338dc89a8648b37739e42f42 = 'nick.randall2' + '@'; addy43581229338dc89a8648b37739e42f42 = addy43581229338dc89a8648b37739e42f42 + 'macquarie' + '.' + 'com'; var addy_text43581229338dc89a8648b37739e42f42 = 'nick.randall2' + '@' + 'macquarie' + '.' + 'com';document.getElementById('cloak43581229338dc89a8648b37739e42f42').innerHTML += ''+addy_text43581229338dc89a8648b37739e42f42+''; E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak56eb85bc9c38cc5b67b8cb3267dc3230').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy56eb85bc9c38cc5b67b8cb3267dc3230 = 'mim.clientservice' + '@'; addy56eb85bc9c38cc5b67b8cb3267dc3230 = addy56eb85bc9c38cc5b67b8cb3267dc3230 + 'macquarie' + '.' + 'com'; var addy_text56eb85bc9c38cc5b67b8cb3267dc3230 = 'mim.clientservice' + '@' + 'macquarie' + '.' + 'com';document.getElementById('cloak56eb85bc9c38cc5b67b8cb3267dc3230').innerHTML += ''+addy_text56eb85bc9c38cc5b67b8cb3267dc3230+''; 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('cloak64b0873190e728aad499b3805f3ef365').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy64b0873190e728aad499b3805f3ef365 = 'ginay' + '@'; addy64b0873190e728aad499b3805f3ef365 = addy64b0873190e728aad499b3805f3ef365 + 'markuan' + '.' + 'com'; var addy_text64b0873190e728aad499b3805f3ef365 = 'ginay' + '@' + 'markuan' + '.' + 'com';document.getElementById('cloak64b0873190e728aad499b3805f3ef365').innerHTML += ''+addy_text64b0873190e728aad499b3805f3ef365+''; E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakfae4924394d6a24a5655834bdc84709a').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyfae4924394d6a24a5655834bdc84709a = 'fundservices' + '@'; addyfae4924394d6a24a5655834bdc84709a = addyfae4924394d6a24a5655834bdc84709a + 'markuan' + '.' + 'com'; var addy_textfae4924394d6a24a5655834bdc84709a = 'fundservices' + '@' + 'markuan' + '.' + 'com';document.getElementById('cloakfae4924394d6a24a5655834bdc84709a').innerHTML += ''+addy_textfae4924394d6a24a5655834bdc84709a+''; 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('cloakfdd8e9f2c6289ab5ea969312bf3eecd1').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyfdd8e9f2c6289ab5ea969312bf3eecd1 = 'mark.morcos' + '@'; addyfdd8e9f2c6289ab5ea969312bf3eecd1 = addyfdd8e9f2c6289ab5ea969312bf3eecd1 + 'mulpha' + '.' + 'com' + '.' + 'au'; var addy_textfdd8e9f2c6289ab5ea969312bf3eecd1 = 'mark.morcos' + '@' + 'mulpha' + '.' + 'com' + '.' + 'au';document.getElementById('cloakfdd8e9f2c6289ab5ea969312bf3eecd1').innerHTML += ''+addy_textfdd8e9f2c6289ab5ea969312bf3eecd1+''; 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('cloak37ebb30554f3425dc5f39f43452c2135').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy37ebb30554f3425dc5f39f43452c2135 = 'scott.kelly' + '@'; addy37ebb30554f3425dc5f39f43452c2135 = addy37ebb30554f3425dc5f39f43452c2135 + 'ram' + '.' + 'com' + '.' + 'au'; var addy_text37ebb30554f3425dc5f39f43452c2135 = 'scott.kelly' + '@' + 'ram' + '.' + 'com' + '.' + 'au';document.getElementById('cloak37ebb30554f3425dc5f39f43452c2135').innerHTML += ''+addy_text37ebb30554f3425dc5f39f43452c2135+'';  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('cloak881dbec0174f86c64cef3cb6cfeccd0c').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy881dbec0174f86c64cef3cb6cfeccd0c = 'clientservices-ubsam' + '@'; addy881dbec0174f86c64cef3cb6cfeccd0c = addy881dbec0174f86c64cef3cb6cfeccd0c + 'ubs' + '.' + 'com'; var addy_text881dbec0174f86c64cef3cb6cfeccd0c = 'clientservices-ubsam' + '@' + 'ubs' + '.' + 'com';document.getElementById('cloak881dbec0174f86c64cef3cb6cfeccd0c').innerHTML += ''+addy_text881dbec0174f86c64cef3cb6cfeccd0c+''; Emerging companies' investment UBS Australian Small Companies SIV FundLast updated by the FSC on 8 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('cloakf501c4f6944c7f8ec9d03877c37eaac0').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyf501c4f6944c7f8ec9d03877c37eaac0 = 'camilla' + '@'; addyf501c4f6944c7f8ec9d03877c37eaac0 = addyf501c4f6944c7f8ec9d03877c37eaac0 + 'fthree' + '.' + 'com' + '.' + 'au'; var addy_textf501c4f6944c7f8ec9d03877c37eaac0 = 'camilla' + '@' + 'fthree' + '.' + 'com' + '.' + 'au';document.getElementById('cloakf501c4f6944c7f8ec9d03877c37eaac0').innerHTML += ''+addy_textf501c4f6944c7f8ec9d03877c37eaac0+''; 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 // Read more

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('cloakf01d5d174b430197611f27d11fe49ed1').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyf01d5d174b430197611f27d11fe49ed1 = 'events' + '@'; addyf01d5d174b430197611f27d11fe49ed1 = addyf01d5d174b430197611f27d11fe49ed1 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_textf01d5d174b430197611f27d11fe49ed1 = 'events' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloakf01d5d174b430197611f27d11fe49ed1').innerHTML += ''+addy_textf01d5d174b430197611f27d11fe49ed1+''; 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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