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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. The FSC does not warrant the accuracy, adequacy, currency, completeness, or suitability of the content of this website or the content on this website from a commercial, legal, tax, accounting or regulatory perspective. The use of this website is subject to any other terms and conditions prescribed by the FSC from time to time in relation to the access, use, transmission or dissemination of this website or the content on this website. To the maximum extent permitted by law, the FSC will not be liable to any person or entity for any direct, indirect, consequential or other loss or damage (however caused, including due to negligence) which may arise out of, or in connection with, the use of this website or the content on this website (including without limitation the use or reliance on information, including any publication or media release, contained on or linked to from this website). Further, we do not endorse or accept any liability for the contents of any website referred to on, or linked to, this website. You acknowledge that certain documents provided by or linked by the FSC on this website may contain their own specific terms and conditions that must be accepted and agreed in relation to downloading or purchase. These terms and conditions are contained in the documents themselves.   Intellectual Property Unless otherwise indicated, the copyright in the information on this website is owned by the FSC. You may download and print content from this website for your own personal or internal business purposes only. You must not publish, adapt, communicate to the public, distribute to third parties, amend or make any other copy of any part of the content on this website without our prior written consent.   Third-Party Sites and Events This website may contain links to sites maintained by other organisations. 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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('cloakb41ac16765f67fdf37637618c021d693').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyb41ac16765f67fdf37637618c021d693 = 'christopher.davitt' + '@'; addyb41ac16765f67fdf37637618c021d693 = addyb41ac16765f67fdf37637618c021d693 + 'ampcapital' + '.' + 'com'; var addy_textb41ac16765f67fdf37637618c021d693 = 'christopher.davitt' + '@' + 'ampcapital' + '.' + 'com';document.getElementById('cloakb41ac16765f67fdf37637618c021d693').innerHTML += ''+addy_textb41ac16765f67fdf37637618c021d693+''; 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('cloakb2834e761c793918e9cb3f112bb14afe').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyb2834e761c793918e9cb3f112bb14afe = 'lmccormack' + '@'; addyb2834e761c793918e9cb3f112bb14afe = addyb2834e761c793918e9cb3f112bb14afe + 'australianunity' + '.' + 'com' + '.' + 'au'; var addy_textb2834e761c793918e9cb3f112bb14afe = 'lmccormack' + '@' + 'australianunity' + '.' + 'com' + '.' + 'au';document.getElementById('cloakb2834e761c793918e9cb3f112bb14afe').innerHTML += ''+addy_textb2834e761c793918e9cb3f112bb14afe+'';  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('cloakdca1908ba162c9fb40d806df77ddb1c5').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addydca1908ba162c9fb40d806df77ddb1c5 = 'info' + '@'; addydca1908ba162c9fb40d806df77ddb1c5 = addydca1908ba162c9fb40d806df77ddb1c5 + 'challenger' + '.' + 'com' + '.' + 'au'; var addy_textdca1908ba162c9fb40d806df77ddb1c5 = 'info' + '@' + 'challenger' + '.' + 'com' + '.' + 'au';document.getElementById('cloakdca1908ba162c9fb40d806df77ddb1c5').innerHTML += ''+addy_textdca1908ba162c9fb40d806df77ddb1c5+''; 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('cloakbd912428347dd16c82223cd905a63f2d').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addybd912428347dd16c82223cd905a63f2d = 'enda.stankard' + '@'; addybd912428347dd16c82223cd905a63f2d = addybd912428347dd16c82223cd905a63f2d + 'mafinancial' + '.' + 'com'; var addy_textbd912428347dd16c82223cd905a63f2d = 'enda.stankard' + '@' + 'mafinancial' + '.' + 'com';document.getElementById('cloakbd912428347dd16c82223cd905a63f2d').innerHTML += ''+addy_textbd912428347dd16c82223cd905a63f2d+''; 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('cloak164fd17bf5245433520e701ae3b3f43f').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy164fd17bf5245433520e701ae3b3f43f = 'lieu.hoang' + '@'; addy164fd17bf5245433520e701ae3b3f43f = addy164fd17bf5245433520e701ae3b3f43f + 'macquarie' + '.' + 'com'; var addy_text164fd17bf5245433520e701ae3b3f43f = 'lieu.hoang' + '@' + 'macquarie' + '.' + 'com';document.getElementById('cloak164fd17bf5245433520e701ae3b3f43f').innerHTML += ''+addy_text164fd17bf5245433520e701ae3b3f43f+''; Kate SullivanSenior Business Development ManagerThis email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak2338b046327b1e0ce385176aa3c00a3a').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy2338b046327b1e0ce385176aa3c00a3a = 'kate.sullivan' + '@'; addy2338b046327b1e0ce385176aa3c00a3a = addy2338b046327b1e0ce385176aa3c00a3a + 'macquarie' + '.' + 'com'; var addy_text2338b046327b1e0ce385176aa3c00a3a = 'kate.sullivan' + '@' + 'macquarie' + '.' + 'com';document.getElementById('cloak2338b046327b1e0ce385176aa3c00a3a').innerHTML += ''+addy_text2338b046327b1e0ce385176aa3c00a3a+''; 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('cloak47322846e49a838b071a5ce680e2a091').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy47322846e49a838b071a5ce680e2a091 = 'mam.clientservice' + '@'; addy47322846e49a838b071a5ce680e2a091 = addy47322846e49a838b071a5ce680e2a091 + 'macquarie' + '.' + 'com'; var addy_text47322846e49a838b071a5ce680e2a091 = 'mam.clientservice' + '@' + 'macquarie' + '.' + 'com';document.getElementById('cloak47322846e49a838b071a5ce680e2a091').innerHTML += ''+addy_text47322846e49a838b071a5ce680e2a091+''; .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('cloak04671932d1e87fe589842d2961d01db2').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy04671932d1e87fe589842d2961d01db2 = 'ginay' + '@'; addy04671932d1e87fe589842d2961d01db2 = addy04671932d1e87fe589842d2961d01db2 + 'markuan' + '.' + 'com'; var addy_text04671932d1e87fe589842d2961d01db2 = 'ginay' + '@' + 'markuan' + '.' + 'com';document.getElementById('cloak04671932d1e87fe589842d2961d01db2').innerHTML += ''+addy_text04671932d1e87fe589842d2961d01db2+''; E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak41f47f978351d86f30c064b48a7962f7').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy41f47f978351d86f30c064b48a7962f7 = 'fundservices' + '@'; addy41f47f978351d86f30c064b48a7962f7 = addy41f47f978351d86f30c064b48a7962f7 + 'markuan' + '.' + 'com'; var addy_text41f47f978351d86f30c064b48a7962f7 = 'fundservices' + '@' + 'markuan' + '.' + 'com';document.getElementById('cloak41f47f978351d86f30c064b48a7962f7').innerHTML += ''+addy_text41f47f978351d86f30c064b48a7962f7+''; 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('cloak4eb8427c2a6598e19bf5972d797756b5').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy4eb8427c2a6598e19bf5972d797756b5 = 'mark.morcos' + '@'; addy4eb8427c2a6598e19bf5972d797756b5 = addy4eb8427c2a6598e19bf5972d797756b5 + 'mulpha' + '.' + 'com' + '.' + 'au'; var addy_text4eb8427c2a6598e19bf5972d797756b5 = 'mark.morcos' + '@' + 'mulpha' + '.' + 'com' + '.' + 'au';document.getElementById('cloak4eb8427c2a6598e19bf5972d797756b5').innerHTML += ''+addy_text4eb8427c2a6598e19bf5972d797756b5+''; 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('cloak09e40db5d4d7f5e9dbea3e3dfa61bd1a').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy09e40db5d4d7f5e9dbea3e3dfa61bd1a = 'scott.kelly' + '@'; addy09e40db5d4d7f5e9dbea3e3dfa61bd1a = addy09e40db5d4d7f5e9dbea3e3dfa61bd1a + 'ram' + '.' + 'com' + '.' + 'au'; var addy_text09e40db5d4d7f5e9dbea3e3dfa61bd1a = 'scott.kelly' + '@' + 'ram' + '.' + 'com' + '.' + 'au';document.getElementById('cloak09e40db5d4d7f5e9dbea3e3dfa61bd1a').innerHTML += ''+addy_text09e40db5d4d7f5e9dbea3e3dfa61bd1a+'';  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('cloak31e9dbc3c452c7b85b40eee7ba99b105').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy31e9dbc3c452c7b85b40eee7ba99b105 = 'clientservices-ubsam' + '@'; addy31e9dbc3c452c7b85b40eee7ba99b105 = addy31e9dbc3c452c7b85b40eee7ba99b105 + 'ubs' + '.' + 'com'; var addy_text31e9dbc3c452c7b85b40eee7ba99b105 = 'clientservices-ubsam' + '@' + 'ubs' + '.' + 'com';document.getElementById('cloak31e9dbc3c452c7b85b40eee7ba99b105').innerHTML += ''+addy_text31e9dbc3c452c7b85b40eee7ba99b105+''; 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('cloake6b7ff1e47e9fd0edd8a4a882820c574').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addye6b7ff1e47e9fd0edd8a4a882820c574 = 'camilla' + '@'; addye6b7ff1e47e9fd0edd8a4a882820c574 = addye6b7ff1e47e9fd0edd8a4a882820c574 + 'fthree' + '.' + 'com' + '.' + 'au'; var addy_texte6b7ff1e47e9fd0edd8a4a882820c574 = 'camilla' + '@' + 'fthree' + '.' + 'com' + '.' + 'au';document.getElementById('cloake6b7ff1e47e9fd0edd8a4a882820c574').innerHTML += ''+addy_texte6b7ff1e47e9fd0edd8a4a882820c574+''; 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('cloak6a6cd2dd814a6e5796b1414cb9ac0c5d').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy6a6cd2dd814a6e5796b1414cb9ac0c5d = 'events' + '@'; addy6a6cd2dd814a6e5796b1414cb9ac0c5d = addy6a6cd2dd814a6e5796b1414cb9ac0c5d + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text6a6cd2dd814a6e5796b1414cb9ac0c5d = 'events' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak6a6cd2dd814a6e5796b1414cb9ac0c5d').innerHTML += ''+addy_text6a6cd2dd814a6e5796b1414cb9ac0c5d+''; 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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