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Global opportunity through a long-term lens

As a global investment manager, MFS strives to create long-term value and protect capital for clients through an active approach and an investment platform built on nearly a century of expertise. To make that long-term value meaningful for clients, we work to align with them on our beliefs, their needs and the time it takes to deliver on their desired outcomes. This client alignment creates mutual understanding and clarity. Clients know what to expect from us and precisely how we will invest on their behalf. We build an intimate understanding of their objectives. And, we work to achieve them together.

MFS’ approach to active management starts with client alignment and is driven by:

Continuity: Time is an asset
We think, act and invest with a long-term focus because we believe it’s the best way to meet client objectives. To broaden the opportunity set for clients, we look for more dispersed returns over longer horizons. By investing through a full market cycle, we help clients manage the downside while pursuing opportunities to outperform as we find them. By rewarding our investment team for long-term performance, we keep our strategies aligned with our clients’ time horizons and objectives.

Collective expertise: Insight to advantage
In an age of information democracy, our ability to turn information into investment insight is the analysis advantage we strive to bring to clients. That takes bringing together our diverse perspectives in a culture of collaborative thinking. Created through MFS Active IntelligenceSM, our global investment platform, and uncompromised information flow across geographies, asset classes and industries, our analysis advantage helps us actively manage risk and make effective decisions within client portfolios.

Risk management: Seeing all angles
Risk can be an adversary or an ally. It’s a matter of having the time, skill and discipline to potentially turn risk into an investment opportunity for clients. We believe our risk-aware culture affords us that ability. At MFS, risk management is always on and embedded in every corner of our investment process, with rigorous reviews at the portfolio, security and firm levels. Every member of our investment team takes responsibility for assessing risk on behalf of clients, and in every decision we make, risk is part of the equation.

Visit www.mfs.com to learn more.


Legg Mason

Legg Mason has over a century of experience in identifying opportunities and delivering astute investment solutions.  As of 31 October 2017 we manage AUD$985 billion across a broad mix of equities, fixed income, alternatives and multi-asset strategies. Listed on the New York Stock Exchange, our company is headquartered in Baltimore USA and employs more than 3300 employees in 39 offices around the world including both Melbourne and Sydney.

Legg Mason operates a highly differentiated business by owning nine dedicated asset management firms, each of which is a specialist in their respective field. These affiliated companies include world-renowned businesses such as Western Asset, Brandywine Global, Martin Currie and QS Investors who each manage funds tailored for the needs of Australian investors. Our business model is purposefully designed to enable the investment experts in each part of our group to focus on delivering investment excellence and then Legg Mason, as the parent company, provides the administration, distribution, regulatory, operational and client service capabilities required to help meet and exceed our clients’ total objectives.

Our Australian business was established in 1954 and has grown from strength to strength and recently has been awarded the Money Management/Lonsec Fund Manager of the Year in both 2015 and 2017.  Today Legg Mason Australia has earned a reputation as one of the country’s most highly acclaimed investment managers. Accolades include industry awards for several funds, many of which have received high ratings from independent research specialists.

More than ever before, investors need thoughtful solutions to navigate and profit from complex global markets. Our objective is to help our clients expand beyond traditional strategies to meaningfully diversify, mitigate volatility and generate attractive investment returns.  At Legg Mason, our overall mission is Investing to Improve LivesTM.  We are committed to this through all of our actions seeking to continually enhance the quality of life for all our constituents especially our clients and the communities in which we operate.

Visit www.leggmason.com.au to learn more.


Insight Investment

Insight Investment is an active investment manager operating since 2002. It is now responsible for A$944.2bn1 in assets under management, employing 218 investment professionals. Headquartered in London, Insight has operations in the UK, US, Australia and Japan. Our clients are predominantly pension and sovereign wealth funds.

In Australia, Insight’s eight local staff includes three investment professionals, managing A$28.2bn1 for institutional investors. Our core strength is objective-based investing with a strong risk management focus.

Investment solutions delivered for our Australian clients include tailored currency risk management programs (A$8.3bn1), an ‘inflation plus’ multi-asset strategy (A$2.9bn1), a ‘cash plus’ global absolute return bond strategy (A$1.4bn1), and bespoke asset allocation implementation services (A$15.6bn1).

In 2016 alone, Insight received significant industry recognition for its investment expertise, with eight awards for our fixed income capabilities as well as a number of different awards for other capabilities such as liability driven investment and absolute return.

See www.insightinvestment.com/asia-pacific/australia for more information.

1 As at 30 September 2017.



Magellan Financial Group is an Australia-based specialist funds management group.

Magellan is establishing itself as an independent specialist funds management group and aims to develop into a world-class funds management firm. Its primary operating business, Magellan Asset Management Limited, has established globally-focused investment funds that are run on behalf of institutional investors, high-net-worth families, and Australia- and New Zealand-based retail investors. Magellan Asset Management Limited currently offers investment expertise in global equities and in global infrastructure. It may, in the future, offer further complementary services.

Magellan believes that a compelling case exists for investors to diversify part of their wealth into high-quality global investment opportunities.

Magellan’s investment philosophy is straightforward. Each of the company’s funds will seek to invest in a portfolio of outstanding global companies (those with highly-attractive business characteristics), ideally at a discount to their intrinsic values, as assessed by Magellan’s investment team. We will not engage in speculative activity.

To avoid conflicts of interest, the only form of remuneration Magellan receives from its funds will be investment management performance fees. Magellan will not charge any arranging, transaction, mergers and acquisitions, advisory or similar fees to any of its funds. We aim to be transparent in our dealings in order that investors can be assured of our integrity.

See www.magellangroup.com.au




As skilled leaders in the SMSF landscape, we’re committed to passing on the essential tools and information needed for success.

To realise our vision to be Australia’s SMSF Retirement Specialists, we’ve transitioned from Bendzulla to Accurium. You’ll still receive the superior service and integrity you’ve come to expect from us in the actuarial space – now, you’ll also be able to depend on us to provide you with additional value and support in the retirement space.

We trust that you will embrace the additional value that we provide to our members through new initiatives such as the Accurium Technical Hub and our SMSF Retirement Insights paper. Membership is free of charge to clients and provides a number of valuable benefits and support to improve efficiencies in your organisation. Explore  our services at www.accurium.com.au.

For SMSF retirement solutions delivered with speed, ease and accuracy, we are your trusted partner.


AMP Capital

AMP Capital Logo_CMYK_ (2)

Delivering outstanding investment outcomes is at our heart

Since we started life back in 1849 as the investment management arm of AMP Society, our commitment to delivering outstanding investment outcomes for our clients has been at the heart of everything we do.

Experience has taught us what matters most

With more than 160 years’ experience managing clients’ money, we’ve learnt what matters most – that is, to build the trust of our clients. We’ve always believed that some of the best investment opportunities are created by truly understanding our clients’ needs. It’s this philosophy that explains the range of ‘firsts’ we’ve achieved on behalf of our clients, and why we’ve been at the forefront of developing contemporary investment solutions.

The whole is greater than the sum

We believe in expert investment teams coming together to discover the best possible insights and investment opportunities for our clients. With more than $140 billion in assets under management as at 31 March 2014, AMP Capital’s story is more about our clients’ successes than our own. 

SMSF Suite offers new opportunities

We understand it’s not easy for SMSF investors to access the quality opportunities available to large super funds. That’s why we’re offering a suite of funds that provide access to investments often only available to institutional investors. Whether you’re seeking diversification, capital preservation or better returns, our SMSF Suite offers access to investments you may have considered out of your reach, including commercial property and corporate bonds.

For more information visit our SMSF Suite site at  www.ampcapital.com.au/smsf


Mine Wealth + Wellbeing

At Mine Wealth + Wellbeing we believe that your financial future is important and so is your life. It’s about and wealth and wellbeing, not one at the expense of the other.

Over 70 years ago, we began with a mission to help hard working Australians retire with dignity. Today we’ve grown into a super fund with doors open to all, helping people feel confident about their future.

We’re building on our strengths and we’re developing new wealth and wellbeing solutions to suit you, no matter who you are or where you are in life. Our approach is to provide you with the right level of service and advice, through good times and bad, while helping to make your choices clear and easy.

When you’re with Mine Wealth + Wellbeing, we don’t just help you go through life, we help you grow through life.

For more information, see mine.com.au.


Fidante Partners

Australia’s leading multi-boutique asset manager.

Fidante delivers compelling investment opportunities to investors by partnering with specialist asset managers. As part of the Challenger Limited Group, an ASX-listed investment management firm providing customers with financial security in retirement, we operate a global asset management business encompassing

Fidante Partners  forms long term alliances with talented investment teams to create, support and grow specialist asset management businesses. Our deep experience in asset management, extensive network of investor relationships and solid operational infrastructure enables these teams to focus on what they do bestmanage money. Our boutique asset managers include: Alphinity Investment Management, Ardea Investment Management,  Avenir Capital, Kapstream Capital, Greencape Capital, Lennox Capital Partners,  Merlon Capital Partners,  NovaPort Capital, WaveStone Capital

Fidante Capital  (previously Dexion Capital plc) is a European specialist in originating and supporting alternative asset strategies in a listed fund format. Our team partners with high calibre managers on corporate advisory, research, distribution and market making services, providing investors with efficient, marked-to-market access to alternative investment opportunities that may otherwise be out of reach.

For more information, see www.fidante.com.





Folkestone is an ASX-listed (ASX code: FLK) real estate funds manager and developer. Folkestone pursues a diverse range of Australian real estate opportunities across investment types, capital structures and sectors. The Company has two real estate businesses:

  • funds management; and
  • on-balance sheet ‘direct’ investments.

Folkestone Funds Management offers listed and unlisted real estate funds to private clients and select institutional investors across core, value-add and opportunistic real estate investments. Folkestone has more than $800 million in funds under management including the Folkestone Maxim A-REIT Securities Fund (available on a number of retail platforms) and the ASX-listed Folkestone Education Trust (ASX: FET), which is the largest owner of early learning centre properties in Australia. Our unlisted Income Funds provide investors with regular income and the opportunity for capital growth from investing in unlisted real estate funds that own Australian real estate assets, including office, retail and real estate related social infrastructure. Our unlisted Development Funds invest in Australian real estate assets selected for their potential for capital growth from development-led investment strategies.

For more information, see www.folkestone.com.au.




BetaShares is a leading provider of exchange traded funds (“ETFs“) which are traded on the Australian Securities Exchange. BetaShares offers a range of funds which cover Australian equities, international equities, cash, currencies, commodities and alternative strategies. As at 30 September 2014, BetaShares has approximately $1.6 billion in assets under management.

ETFs offer simple, liquid, transparent and lower cost access to a variety of markets and asset classes. It is for this reason that ETFs have been adopted around the world as an integral part of investment portfolios by retail, SMSF and institutional investors alike.

Our objective is to expand the universe of investment possibilities for investors in Australia, enabling Australians investors to build more robust, diversified and cost effective investment portfolios.

BetaShares is a member of the Mirae Asset Global Investments Group, one of Asia’s largest asset management firms. Mirae manages in excess of US$60 billion, including over US$9 billion in ETFs.

See www.betashares.com.au




When it comes to online share trading, fortune favours the well-informed and good investment decisions happen well before the click of the ‘buy’ button.

It’s because of this, that we offer our clients access to the latest research, investing insights, recommendations and trading tools, to help them spot opportunities and trade with confidence.

nabtrade also offers clients access to over 1500 ASX-listed securities, with all prices dynamically updated with real-time streaming technology. And with the best value brokerage of the Big Four banks*, nabtrade helps clients add value to their investment strategy.

For more information visit nabtrade.com.au

*Source: Investment Trends 2014 First Half Australia Online Broking Report – based on an online survey of 12,000 traders.


Macquarie Group Limited

Macquarie’s Banking and Financial Services Group (BFS) comprises Macquarie’s retail banking and financial services businesses, providing a diverse range of personal banking, wealth management and business banking products and services to retail customers, advisers, brokers and business clients.

Macquarie’s Wealth Management business provides a wide range of wrap platform and cash management services, investment and superannuation products, financial advice, private banking and stockbroking. It delivers products and services through institutional relationships, adviser networks and dedicated direct relationships with its clients.

For more information, please visit www.macquarie.com/au/personal/financial-advice


Colonial First State Global Asset Management


Colonial First State Global Asset Management is the consolidated asset management subsidiary of the Commonwealth Bank of Australia. We have experience across a range of asset classes and specialist investment sectors with offices located in Sydney, Melbourne, London, Dubai, New York, Louisville, Paris, Frankfurt, Edinburgh, Hong Kong, Singapore, Tokyo, Jakarta and Auckland; and are represented in Beijing and Shenzhen through the First State Cinda joint venture.

We are known for the independent and focused nature of our investment teams. Each team is comprised of experienced specialists and analysts who set their own investment philosophy and are not constrained by one overarching style or process. We are stewards of our clients’ assets and our long-term investment horizons align with the timeframes of our clients. Our investment teams cover equities, debt, multi-sector and unlisted infrastructure. Many of these teams are market leaders in their sectors with exceptional portfolio management and technical experience.

See www.cfsgam.com.au




Centuria Investment Bonds taxeffective investment solutions

Centuria Investment Bonds is a division of ASX-listed specialist funds manager, Centuria Capital, which has  $4.5 billion in funds under management. Centuria Investment Bonds offers a range of unit-linked, tax effective investment bonds which can be used to meet a range of personal and financial goals.

Investment bonds are concessionally taxed as tax on investment earnings and growth is paid within the fund at a maximum rate of 30%. If an investment bond is held for more than 10 years, no personal income tax is payable on withdrawals.

Our Investment Bonds may suit investors that are looking for:

  • A tax effective alternative to complement superannuation
  • A way to build wealth over the long term
  • Certainty in estate planning
  • An investment vehicle for children’s education
  • A strategy to help reduce aged care fees
  • A way to fund a business succession plan
  • An alternative to investing in a company structure

The range of unit-linked investment options offered within our investment bonds covers balanced to aggressive risk profiles. There is flexibility to switch between investment options without attracting any personal tax, or affecting the 10 year tax period.

With a 35 year track record, our business offers something refreshingly different to our direct clients, and to financial advisers and their clients: we manage investments personally. That means your investment is constantly under the control of an expert with in-depth market knowledge, commercial acumen and an unerring sense of what matters to you.

We also have the advantage of being smaller, nimbler and better able to respond to opportunities swiftly. That doesn’t mean we think small – quite the opposite, in fact. We have the experience and confidence to take on major challenges, and the skill to see them through.

See www.centuria.com.au.





SuperConcepts (a wholly owned business of AMP) is an Australian success story, with over 30 years of experience in the SMSF market. SuperConcepts is the refreshed brand name for the coming together of a range of leading SMSF brands.

Our passion for innovation has led us to disrupt the SMSF market with scalable and automated solutions, proudly offering the most comprehensive range of services in the market.
At SuperConcepts, we deliver innovative and award-winning SMSF solutions to over 38,000 funds in the market.

Our portfolio of SMSF offerings and market-leading services are designed to empower our clients with the professional capabilities to deliver increased ROI. Our full service SMSF offering includes a flexible range of SMSF administration services, a software only service, and access to some of Australia’s best technical experts.

SuperConcepts represents a powerful commitment to excellence, innovation and reliability.

See www.superconcepts.com.au



UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Centre and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS’s strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

UBS is present in all major financial centres worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

See www.ubs.com


Vanguard Investments Australia

With more than A$5 trillion in assets under management as of 30 September 2016, including more than A$795 billion in ETFs, Vanguard is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for 20 years.

The mutual ownership structure of our parent company in the US aligns our interests with those of our clients. Because Vanguard is not publicly traded, we can extend the benefits of that structure to our clients in Australia.

From rigorous risk management to transparent pricing to plain talk communications, we put our clients’ interests first.

In Australia, Vanguard offers 26 wholesale funds, 11 retail funds and 17 exchange-traded funds.

See www.vanguardinvestments.com.au

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