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This content was updated last on 18 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('cloakb6f3be20de0d238113a4b2cc41bb190c').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyb6f3be20de0d238113a4b2cc41bb190c = 'christopher.davitt' + '@'; addyb6f3be20de0d238113a4b2cc41bb190c = addyb6f3be20de0d238113a4b2cc41bb190c + 'ampcapital' + '.' + 'com'; var addy_textb6f3be20de0d238113a4b2cc41bb190c = 'christopher.davitt' + '@' + 'ampcapital' + '.' + 'com';document.getElementById('cloakb6f3be20de0d238113a4b2cc41bb190c').innerHTML += ''+addy_textb6f3be20de0d238113a4b2cc41bb190c+''; 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('cloak9c926a821298a150435f3bf4a5f558a6').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy9c926a821298a150435f3bf4a5f558a6 = 'lmccormack' + '@'; addy9c926a821298a150435f3bf4a5f558a6 = addy9c926a821298a150435f3bf4a5f558a6 + 'australianunity' + '.' + 'com' + '.' + 'au'; var addy_text9c926a821298a150435f3bf4a5f558a6 = 'lmccormack' + '@' + 'australianunity' + '.' + 'com' + '.' + 'au';document.getElementById('cloak9c926a821298a150435f3bf4a5f558a6').innerHTML += ''+addy_text9c926a821298a150435f3bf4a5f558a6+'';  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('cloak0e1e06eb3402149c5afd4ba351418b5c').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy0e1e06eb3402149c5afd4ba351418b5c = 'info' + '@'; addy0e1e06eb3402149c5afd4ba351418b5c = addy0e1e06eb3402149c5afd4ba351418b5c + 'challenger' + '.' + 'com' + '.' + 'au'; var addy_text0e1e06eb3402149c5afd4ba351418b5c = 'info' + '@' + 'challenger' + '.' + 'com' + '.' + 'au';document.getElementById('cloak0e1e06eb3402149c5afd4ba351418b5c').innerHTML += ''+addy_text0e1e06eb3402149c5afd4ba351418b5c+''; 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('cloak9daba43ee896934d0b53802f74ee0936').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy9daba43ee896934d0b53802f74ee0936 = 'georgewalker' + '@'; addy9daba43ee896934d0b53802f74ee0936 = addy9daba43ee896934d0b53802f74ee0936 + 'colonialfirststate' + '.' + 'com' + '.' + 'au'; var addy_text9daba43ee896934d0b53802f74ee0936 = 'georgewalker' + '@' + 'colonialfirststate' + '.' + 'com' + '.' + 'au';document.getElementById('cloak9daba43ee896934d0b53802f74ee0936').innerHTML += ''+addy_text9daba43ee896934d0b53802f74ee0936+''; 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('cloak2ca7cae02b8a6dfc5a3de75d21284263').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy2ca7cae02b8a6dfc5a3de75d21284263 = 'ross.crocker' + '@'; addy2ca7cae02b8a6dfc5a3de75d21284263 = addy2ca7cae02b8a6dfc5a3de75d21284263 + 'firstsentier' + '.' + 'com'; var addy_text2ca7cae02b8a6dfc5a3de75d21284263 = 'ross.crocker' + '@' + 'firstsentier' + '.' + 'com';document.getElementById('cloak2ca7cae02b8a6dfc5a3de75d21284263').innerHTML += ''+addy_text2ca7cae02b8a6dfc5a3de75d21284263+'';  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('cloak9e41dc80a07b75536b2a744dae079446').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy9e41dc80a07b75536b2a744dae079446 = 'enda.stankard' + '@'; addy9e41dc80a07b75536b2a744dae079446 = addy9e41dc80a07b75536b2a744dae079446 + 'mafinancial' + '.' + 'com'; var addy_text9e41dc80a07b75536b2a744dae079446 = 'enda.stankard' + '@' + 'mafinancial' + '.' + 'com';document.getElementById('cloak9e41dc80a07b75536b2a744dae079446').innerHTML += ''+addy_text9e41dc80a07b75536b2a744dae079446+''; 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 ManagerEmail: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak3d22b8c20d959f97a18ac06ff9787070').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy3d22b8c20d959f97a18ac06ff9787070 = 'lieu.hoang' + '@'; addy3d22b8c20d959f97a18ac06ff9787070 = addy3d22b8c20d959f97a18ac06ff9787070 + 'macquarie' + '.' + 'com'; var addy_text3d22b8c20d959f97a18ac06ff9787070 = 'lieu.hoang' + '@' + 'macquarie' + '.' + 'com';document.getElementById('cloak3d22b8c20d959f97a18ac06ff9787070').innerHTML += ''+addy_text3d22b8c20d959f97a18ac06ff9787070+''; Kate SullivanSenior Business Development ManagerEmail: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak8997a79d314a8fa25a50c19be8912a4a').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy8997a79d314a8fa25a50c19be8912a4a = 'kate.sullivan' + '@'; addy8997a79d314a8fa25a50c19be8912a4a = addy8997a79d314a8fa25a50c19be8912a4a + 'macquarie' + '.' + 'com'; var addy_text8997a79d314a8fa25a50c19be8912a4a = 'kate.sullivan' + '@' + 'macquarie' + '.' + 'com';document.getElementById('cloak8997a79d314a8fa25a50c19be8912a4a').innerHTML += ''+addy_text8997a79d314a8fa25a50c19be8912a4a+''; This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak9a98238997b31cedc2b54ac97332e797').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy9a98238997b31cedc2b54ac97332e797 = 'mam.clientservice' + '@'; addy9a98238997b31cedc2b54ac97332e797 = addy9a98238997b31cedc2b54ac97332e797 + 'macquarie' + '.' + 'com'; var addy_text9a98238997b31cedc2b54ac97332e797 = 'mam.clientservice' + '@' + 'macquarie' + '.' + 'com';document.getElementById('cloak9a98238997b31cedc2b54ac97332e797').innerHTML += ''+addy_text9a98238997b31cedc2b54ac97332e797+''; 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('cloakd5fcd1de110bfd4adc5d247fdfafbbe4').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyd5fcd1de110bfd4adc5d247fdfafbbe4 = 'ginay' + '@'; addyd5fcd1de110bfd4adc5d247fdfafbbe4 = addyd5fcd1de110bfd4adc5d247fdfafbbe4 + 'markuan' + '.' + 'com'; var addy_textd5fcd1de110bfd4adc5d247fdfafbbe4 = 'ginay' + '@' + 'markuan' + '.' + 'com';document.getElementById('cloakd5fcd1de110bfd4adc5d247fdfafbbe4').innerHTML += ''+addy_textd5fcd1de110bfd4adc5d247fdfafbbe4+''; E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak8c07908cc4900f0cb5bd92e45d0e9889').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy8c07908cc4900f0cb5bd92e45d0e9889 = 'fundservices' + '@'; addy8c07908cc4900f0cb5bd92e45d0e9889 = addy8c07908cc4900f0cb5bd92e45d0e9889 + 'markuan' + '.' + 'com'; var addy_text8c07908cc4900f0cb5bd92e45d0e9889 = 'fundservices' + '@' + 'markuan' + '.' + 'com';document.getElementById('cloak8c07908cc4900f0cb5bd92e45d0e9889').innerHTML += ''+addy_text8c07908cc4900f0cb5bd92e45d0e9889+''; 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('cloake995c0cc8082de6b0205d06a10cc7384').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addye995c0cc8082de6b0205d06a10cc7384 = 'mark.morcos' + '@'; addye995c0cc8082de6b0205d06a10cc7384 = addye995c0cc8082de6b0205d06a10cc7384 + 'mulpha' + '.' + 'com' + '.' + 'au'; var addy_texte995c0cc8082de6b0205d06a10cc7384 = 'mark.morcos' + '@' + 'mulpha' + '.' + 'com' + '.' + 'au';document.getElementById('cloake995c0cc8082de6b0205d06a10cc7384').innerHTML += ''+addy_texte995c0cc8082de6b0205d06a10cc7384+''; 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('cloak1ae2f5616af96b2b575aa4ef55d7d729').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy1ae2f5616af96b2b575aa4ef55d7d729 = 'scott.kelly' + '@'; addy1ae2f5616af96b2b575aa4ef55d7d729 = addy1ae2f5616af96b2b575aa4ef55d7d729 + 'ram' + '.' + 'com' + '.' + 'au'; var addy_text1ae2f5616af96b2b575aa4ef55d7d729 = 'scott.kelly' + '@' + 'ram' + '.' + 'com' + '.' + 'au';document.getElementById('cloak1ae2f5616af96b2b575aa4ef55d7d729').innerHTML += ''+addy_text1ae2f5616af96b2b575aa4ef55d7d729+'';  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('cloaka7f1537013e6920a838ce9e3423bce38').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addya7f1537013e6920a838ce9e3423bce38 = 'clientservices-ubsam' + '@'; addya7f1537013e6920a838ce9e3423bce38 = addya7f1537013e6920a838ce9e3423bce38 + 'ubs' + '.' + 'com'; var addy_texta7f1537013e6920a838ce9e3423bce38 = 'clientservices-ubsam' + '@' + 'ubs' + '.' + 'com';document.getElementById('cloaka7f1537013e6920a838ce9e3423bce38').innerHTML += ''+addy_texta7f1537013e6920a838ce9e3423bce38+''; Emerging companies' investment UBS Australian Small Companies SIV FundLast updated by the FSC on 18 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('cloak8372fe5f882bf4188718487a1d363c38').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy8372fe5f882bf4188718487a1d363c38 = 'camilla' + '@'; addy8372fe5f882bf4188718487a1d363c38 = addy8372fe5f882bf4188718487a1d363c38 + 'fthree' + '.' + 'com' + '.' + 'au'; var addy_text8372fe5f882bf4188718487a1d363c38 = 'camilla' + '@' + 'fthree' + '.' + 'com' + '.' + 'au';document.getElementById('cloak8372fe5f882bf4188718487a1d363c38').innerHTML += ''+addy_text8372fe5f882bf4188718487a1d363c38+''; 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('cloak8a14db2c0560557cfed5c3ee97a0239a').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy8a14db2c0560557cfed5c3ee97a0239a = 'events' + '@'; addy8a14db2c0560557cfed5c3ee97a0239a = addy8a14db2c0560557cfed5c3ee97a0239a + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text8a14db2c0560557cfed5c3ee97a0239a = 'events' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak8a14db2c0560557cfed5c3ee97a0239a').innerHTML += ''+addy_text8a14db2c0560557cfed5c3ee97a0239a+''; 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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