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Connecting Individual Investors to Institutional Resources

Income Generating

Access exclusive income paying investments with attractive fixed target returns of 5 – 12% p.a.

Aligned Interests

All deals we put forward to you are coinvested by us, ensuring our interests are always aligned with yours.

Market Insights

Subscribe to exclusive market insights and take a peek behind the curtain of institutional investing.

DARLING ST, BALMAIN

How it Works

Unlock exclusive opportunities

Leverage Australian Managed Funds' industry relationships and buying power to gain access to the same investment vehicles used for bank capital.

Invest at the Source

Our investors are offered first right of refusal. These lucrative opportunities are consistently subscribed upon listing and never make it to third party platforms.

Rigorous Due Diligence

Each deal is subject to extensive credit assessment, compliance, and underwriting conditions. Each year, only a select few meet our strict criteria.

Find an Investment

Fixed Income Products

Access income-generating investments with fixed targeted returns of 5 - 12% p.a

Managed Funds

Benefit from the expertise of professional fund managers and access immediate diversification

How Can I Invest?

We serve the needs of all investors. You can apply for any of our products through these entity types:

What to Expect When Applying

You
You’ll need to supply some details about yourself.
If we are unable to electronically verify your identity, you will also be asked to supply two forms of identification:
Photo ID

Current driver’s license, passport or national ID card

What to Expect When Applying

You and Another Applicant
You’ll need to provide details about yourself and the other applicant.
If we are unable to electronically verify your identities, you will each be asked to supply two forms of identification:
Proof of Address

Utility bill or bank statement from the last 3 months

Photo ID

Current driver’s license, passport or national ID card

What to Expect When Applying

The Company
You’ll need to provide details about the Company. We’ll reference the information you provide against an ASIC extract to validate the identity.
Directors and UBOs
As part of your application, you will be asked to supply some details about all prospective investors and their Beneficial Owners.
If we are unable to electronically verify their identities, you will also be asked to supply two forms of identification for each applicant:
Photo ID

Current driver’s license, passport or national ID card

Proof of Address

Utility bill or bank statement from the last 3 months

What to Expect When Applying

The Trust
You’ll need to provide details about the Trust.
If the Trust type is unregulated, or if we are unable to electronically verify the identity, you will also be asked to supply:
Copy of the Trust Deed

This must be certified by a Justice of the Peace

UBOs and Individual Trustees
You’ll need to provide details about the Ultimate Beneficial Owners (UBOs) and Trustee(s).
If we are unable to electronically verify their identities, you will also be asked to supply two forms of identification for each applicant:
Photo ID

Current driver’s license, passport or national ID card

Proof of Address

Utility bill or bank statement from the last 3 months

Settlor of the Trust
At the time the trust was established, did the Settlor of the Trust make a material asset contribution to the trust of more than $10,000?
If yes, you will be asked to supply details about this person. If we are unable to electronically verify their identity, they must supply two forms of identification.
Photo ID

Current driver’s license, passport or national ID card

Proof of Address

Utility bill or bank statement from the last 3 months

Corporate Trustee

If the trustee is a private or public company, you will be asked to supply details about the company.

What to Expect When Applying

The Self Managed Superannuation Fund
You’ll need to provide details about the SMSF.
If we are unable to electronically verify the Fund’s identity, you will also be asked to supply:
Pages from the Trust Deed

Front cover page, Schedule page, Signature / Execution page

UBOs and Individual Trustees
You’ll need to provide details about the Ultimate Beneficial Owners (UBOs) and Trustee(s).
If we are unable to electronically verify their identities, you will also be asked to supply two forms of identification for each applicant:
Photo ID

Current driver’s license, passport or national ID card

Proof of Address

Utility bill or bank statement from the last 3 months

Corporate Trustee

If the trustee is a private or public company, you will be asked to supply details about the company.

This information is required to comply with Australian regulations, such as the Anti-Money Laundering and Counter-Terrorism Financing Act 2006. A UBO is an individual who is defined as a beneficial owner through shareholdings of 25% or more of company issued capital. All information is kept safe and secure, in accordance with our Privacy Policy.

Register your Interest

Not sure which product is right for you? Register your details to speak with our investment team. 

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