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The rise of regtech

by Robert Bush – Fund Administration Manager Regtech is an idea whose time has come. Understanding and using it will save you time, headaches….and money. Regtech is a term used to describe the use of technology with respect to regulatory monitoring, reporting and compliance. It relates to any technology created to address regulatory challenges and

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Set up a Fund – Foundation

by Joanne MacDonald – Adviser To get the right answers, you first need to ask the right questions. For any Investment Structure to survive it must be built on solid foundations. There is a very big difference between strategic and ad hoc investing. When starting a Fund I look at it from two streams. The

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Investment Outlook 2018 – Synopsis

Although it seems that the scars of the Global Financial Crisis (GFC) are finally healed, the GFC resulted in a ‘lost decade’ as consumer confidence remained subdued and corporate as well as sovereign balance sheets have taken time to recover and repair. We expect that the global recovery that began at the end of 2016

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The asset of media as a source of income

The key content streams that dominate today’s media include news, sports, education and entertainment. The impact of digital technology on each of these has been profound and their continued evolution will continue for some time to come. As a fund manager, our focus is to identify the next generation of content creators, facilitators and distributors.

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An overview of the changing media landscape

The Oxford dictionary defines media as ‘the main means of mass communication regarded collectively.’ The media industry is both broad and complex. But, in its simplest form media is about content and audience. There are many different sectors within the contemporary media industry. The main sectors are publishing, broadcasting, theatrical and gaming. With the ubiquity

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Choosing the right Australian Financial Service Licence

AFSL – The third article in the series about setting up a managed fund in Australia. Investment managers have a goal in mind – to raise as much capital as possible and to deliver good performance to investors. Choosing the wrong AFSL to work with can lead to loss of productivity, negative impact to capital

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What to consider when choosing a Trustee or Responsible Entity

Responsible entity or Trustee – The second article in a series about setting up a managed fund in Australia. The information process You are considering to embark on what is a long and regulation heavy journey. Running a fund comes with much bragging rights and ability to position yourself as the go-to investment manager in

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So you want to start a managed fund?

Start a managed Fund – The first article in a series about setting up a managed fund in Australia. Choosing to set up a managed fund in Australia sends a powerful message to the market that you value compliance, transparency and regulatory oversight and are willing to accept the burden that comes with launching, managing

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The rip-off of managed investment scheme offer document writing

Scenario: A smart investment manager, John*, decides he has a powerful investment scheme and strategy and think if he can establish a Fund, investors from around the country will want to invest. Thinking he is doing the smart first step, John calls a lawyer, who professes they are a specialist in Funds Management. Two doors

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How to market your managed investment scheme?

We are seeking to assist managers on their range of options in Australia in regards to marketing their managed investment scheme. This paper relates to both retail and wholesale schemes.  Specifically, we are seeking to provide a road map relating to: Challenges around industry jargon Adapting your messaging to the level of investor Long lead

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Innovation and Investments

Noun; something original and more effective and, as a consequence, new, that “breaks into” the market or society When you search the words ‘innovation’ and ‘investments’ together online the results are pretty scarce by Google standards with only about 30 million results, the top 10 pages of which are not applicable to anyone seeking actual innovation

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Family Offices

Understanding Family Offices Over the last five or so years almost every new investment manager or Australia financial services business that Global Merces comes across, tell us they have strategically decided to focus marketing efforts on the High Net Worth (HNW) and Family Office sectors of the market. In many instances where products that have

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