A retail investor is an individual investor who buys and sells securities or other investment products for their personal account, rather than for an institution or other business. Retail investors typically invest smaller amounts compared to wholesale investors and are subject to different regulatory protections.

A wholesale investor is an individual or entity that meets specific criteria set out under the Corporations Act 2001 in Australia. This typically includes having a net worth of at least AUD 2.5 million or gross income of at least AUD 250,000 per annum over the past two years. Wholesale investors are deemed to have the financial sophistication and capacity to handle more complex investment opportunities compared to retail investors.

We provide a range of services tailored to wholesale investors, including access to sophisticated investment products, managed investment funds, private equity funding, asset management, commercial property funds and personalised financial advisory services. Our offerings are designed to meet the unique needs of high-net-worth individuals and institutional clients.

To become a wholesale investor, you must meet the criteria defined under Australian law. You’ll need to consult with your accountant, for them to complete and sign the Accountant’s Certificate. Our team can guide you through the process however, it is your responsibility to get your Accountant’s Certificate from your accountant to be able to invest in any of our wholesale funds.

We offer a diverse range of investment products, including equity and debt instruments, managed funds, hedge funds, private equity, real estate investments, and alternative assets. Each product is designed to cater to various investment strategies and risk appetites.

The minimum investment amount varies depending on the product. For instance, managed funds may have a minimum investment of AUD $100,000, while private equity investments might require a higher threshold. Please contact us for specific details regarding minimum investments for each product.

Yes, our investment products may involve various fees including management fees, performance fees, and administrative charges. The exact fee structure will be outlined in the IM or PDS for each product.

Historical performance data is provided for informational purposes and is subject to market conditions. Performance details for each investment product can be reviewed in the product disclosure statements or by contacting our investment team for the most recent performance reports. Past performance is not a reliable indicator of future results. All investments carry risk, including the potential loss of capital. Returns are not guaranteed and depend on market conditions.

All investments carry risks, including market risk, credit risk, liquidity risk, and specific risks related to the underlying assets. We provide detailed risk disclosures for each investment product to help you understand potential risks and make informed decisions.

We employ a range of risk management strategies including diversification, hedging, rigorous due diligence, and regular portfolio reviews. Our goal is to mitigate risks while striving to achieve optimal returns for our investors.

We adhere to the regulatory requirements set forth by the Australian Securities and Investments Commission (ASIC) and other relevant authorities. Our operations are in compliance with the Corporations Act 2001, Anti-Money Laundering and Counter-Terrorism Financing Act, and other applicable regulations.

We implement comprehensive compliance and governance frameworks to ensure adherence to investor protection laws. This includes regular audits, reviews by external compliance team, stringent internal controls, and transparent reporting practices.

For more information or assistance, please reach out to our customer support team via phone, email, or through the contact form on our website. Our dedicated advisors are available to help with any inquiries.

The tax implications of investment products can vary based on the type of investment and your individual tax situation. We recommend consulting with a tax advisor to understand how our products may impact your tax obligations.

Investment earnings and distributions are reported in accordance with Australian tax laws. You will receive detailed reports and statements for tax purposes. For specific reporting requirements, consult with your tax advisor or contact our support team.