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Fund Setup

Accepting Foreign Investors in an Australian Wholesale Fund: The Hurdles

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Blog and articles

Latest insights and trends

Licensing & Compliance

AML and KYC Obligations for Australian Fund Managers: A Tranche 2 Guide

Fund Operations

Wholesale Fund Service Providers: Who Does What

switch your wholesale fund trustee

Fund Operations

How to switch your wholesale fund trustee in Australia: the process explained

Is a SPV the right approach for your fund

Fund Structures

Multiple SPVs or one open-ended fund? A cost and operational comparison

Costs & Fees

How much does it cost to set up and run your first SPV?

open ended vs close ended wholesale funds

Fund Structures

Open-ended vs. closed-ended wholesale funds: which model suits your strategy?

corporate representative vs holding your own licence

Licensing & Compliance

Corporate Authorised Representative vs. holding your own licence: which is right for your fund?

who can be a wholesale investor in australia

Licensing & Compliance

Who counts as a wholesale investor in Australia? The s708 and s761G tests explained

7 reasons to switch your wholesale fund trustee

Fund Operations

When to switch your wholesale fund trustee: 7 signs it’s time for a change

Costs & Fees

How much does it cost to set up a wholesale fund in Australia?

how to setup a wholesale fund in australia

Fund Setup

How to set up a wholesale fund in Australia: a step-by-step guide

your guide to the asic report 820

Licensing & Compliance

Guide-To: Understanding ASIC’s Report 820

Industry leaders James Watson and Paula McCabe break down ASIC’s Report 820, translating complex regulatory findings...

Webinars

WEBINAR: Private Credit & ASIC Report 820

"They've very clearly set out what their key priorities are...here are all your clear obligations, how...