One Investment Group in Sydney, Australia | Local service

One Investment Group

Locality: Sydney, Australia

Phone: +61 2 8277 0000

Address: Level 16, Governor Macquarie Tower, 1 Farrer Place 2000 Sydney, NSW, Australia

Website: http://oneinvestment.com.au

Likes: 39

Add/Update information

Reviews

Tags

• Local service
• Financial service
• Investing service

25.01.2022 Members of One Investment Groups Responsible Entity Operations and Registry Teams are pleased to have joined the mFund Operational and Marketing Roundtables today. One Managed Investment Funds Limited and One Registry Services are proud to be foundation members of mFunds.

25.01.2022 New Bill Introduced to Parliament New AMIT Regime On 3 December 2015, the Tax Laws Amendment (New Tax System for Managed Investment Trusts) Bill 2015 (Bill) was introduced into Parliament and is signalled as a significant step to help Australian funds compete internationally. The Bill follows the Exposure Draft legislation released earlier this year and if enacted, will replace the existing taxation regime for trusts which qualify as Attribution Managed Investment Trusts (A...MIT). Once enacted, the new regime will apply from 1 July 2016 with an option to elect in to the regime from 1 July 2015 for some trustees. In addition to the Bill, the ATO released a number of Draft Law Companion Guidelines (Guidelines) which set out the Commissioners view on the interpretation of key concepts and aspects of the new regime. When the Bill passes into law, the Guidelines will become public rulings. The key points under the new regime include: The new regime will apply to managed investment trusts that meet the definition of an AMIT. For an MIT to be an AMIT: 1. the members must have clearly defined interests in the income and capital of the MIT, under the constituent documents of the Fund; and 2. the MIT trustee makes an irrevocable election to be an AMIT. Please click on the following link for more information. http://oneinvestment.com.au//new-bill-introduced-to-parli/

25.01.2022 PFA Advisor Directory Event Melbourne July 2016 Justin Epstein was recently asked by the Property Funds Association to provide a presentation to fledgling property fund managers or companies thinking of entering the property funds management space in Melbourne. Hosted by HLB Mann Judd, the seminar had 5 presenters and ran for two hours.... Please click on the following link for more information. http://oneinvestment.com.au//pfa-advisor-directory-event-/

25.01.2022 One Investment Group is proud to have sponsored the 2018 Property Funds Association Annual Conference held in Adelaide from 29th April to 1st May. We joined over 100 delegates, including many of our own valued clients and service providers, for three days of insightful presentations and panel discussions from Australia's industry experts and leading commentators. This year’s conference theme, New horizons exploring property opportunities, was particularly relevant given t...he transformation of the marketplace as it deals with significant disruption. Sessions explored how to adapt to the changing property investment landscape, including many thought provoking discussions about alternative property opportunities such as multi-family housing, student accommodation and healthcare. Highlights included growing opportunities in student accommodation" from Tim Peel of Scape, one of our managers, and "multi-family housing" from Luke Mackintosh of Ernst & Young. We will certainly be keeping a close eye on the property sector and are interested to see how these trends unfold.

23.01.2022 Disclosure of fees and costs in PDSs and Periodic Statements As part of the enhanced fee disclosure regulations and ongoing reforms, issuers must meet certain requirements when disclosing fees and costs in Product Disclosure Statements (PDSs) and periodic statements to increase transparency for consumers. To address concerns in relation to how the industry participants were interpreting concepts such as indirect costs and costs associated with investing through interposed ...vehicles and to remove doubt about any inconsistency of terminologies introduced by Stronger Super reforms, ASIC issued class order 14/1252 dated 8 December 2014 (Class Order) which modified Schedule 10 to the Corporations Regulations 2001 (Cth) and clarified key fee and cost disclosure requirements for PDSs and periodic statements for superannuation products and managed investment products. Please click on the following link for more information. http://oneinvestment.com.au//disclosure-of-fees-and-costs/

23.01.2022 One Investment Groups strategic partnership with Yorkway Partners We are pleased to announce that Yorkway Partners has acquired a 25% interest in One Investment Group. This partnership aligns One Investment Group with a credible and experienced organisation that will provide ongoing capital as we corporatise and grow our core businesses through organic growth and strategic deals. As part of the transaction Paul Batchelor, former chief executive of AMP, will join the board o...f One Investment Group as Chairman. The founders of One Investment Group remain fully committed and the partnership will allow them and the executive team to take the group to the next level and achieve $20 billion under management within 4 years. We will remain truly independent and client focused and our strengthened balance sheet will allow us to pursue new opportunities as the industry goes through a period of consolidation. Please click on the following link for more information. http://oneinvestment.com.au//one-investment-groups-strate/

22.01.2022 One Investment Group is pleased to launch what we believe to be the first RG97 compliant PDS in the Australian market. The Lakehouse Small Companies Fund (ARSN 615 265 864) will invest in a high conviction portfolio of 15 to 30 small companies listed in Australia and New Zealand. Lakehouse Capital Pty Limited (ACN 614 957 603) is the investment manager and is the funds management arm of The Motley Fool Australia. Further information on the Fund in addition to the Application ...Form and the PDS and APDS issued by One Managed Investment Funds Limited (ACN 117 400 987) and can be found on the following link: https://oneinvestment.com.au/lakehouse/

22.01.2022 The Hon Alex Hawke, Assistant Minister for Immigration and Border Protection, announced at the Significant Investor Visa Chinese In Australia Seminar held in Sydney today that a review of the program would be undertaken shortly. Feedback would be sort from industry participants to determine what changes might assist the program. Participants at the seminar raised concerns about the reductions of inflows under the program and asked whether the government intended to change the... complying investment framework. The Assistant Minister advised that the SIV program had to work for the investors, government and Australian economy and feedback provided under the review would be considered to determine what changes should be made. One Investment Group provides services to in excess of 35 funds in the SIV space to a number of investment managers and is proud to have sponsored the seminar.

15.01.2022 As a proud sponsor of AVCAL, we are pleased to be at the MCG amongst our partners including: Adamantem, Advent, Blackrock, Blue Sky, Deutsche Bank, Goldman Sachs, Quadrant, Social Ventures Australia, Square Peg Capital and Vantage Asset Management.

15.01.2022 One Investment Group is proud to have sponsored the 22nd Annual Property Funds Industry Forum held on the Sunshine Coast from 16th to 18th of October 2016. The theme of the forum was A marketplace where entropy reigns supreme. With 100 delegates representing in excess of 50 organistations, the forum was filled with informative sessions from leaders in the property and financial services sectors in addition to lengthy debate. Highlights included "the big economic picture" fr...om Satyajit Das and "the impact of recent regulatory changes on the property funds industry" from Brendan Ivers of McMahon Clarke. One Investment Group was also pleased that one of our clients, Greg Roberts from PE Capital, provided a highly insightful session on the Aged Care Sector.

13.01.2022 Employee Redundancy Funds Redundancy Funds are funds established for the purpose of funding redundancies and other employee entitlements for employees in an industry including union members. These funds are a managed investment scheme, which are operated by a corporate trustee and governed by a trust deed. These types of funds may be classed together and called a Worker Entitlement Fund. According to the Final Report of the Royal Commission into Trade Union Governance and Cor...ruption on 28 December 2015, the Commission identified that collectively, approximately six worker entitlement funds in the construction industry hold around $2 billion in assets under management. Please click on the following link for more information. http://oneinvestment.com.au/news/employee-redundancy-funds/

12.01.2022 ASIC has announced a delay to the requirement for responsible entities to comply with the new fee and cost disclosure rules applying to PDSs under RG97 and Class Order 14/252. Previously, all PDSs on issue from 1 February 2017 were required to comply with these new rules. This has now been extended to 30 September 2017 subject to meeting certain conditions outlined below. The industry has raised grave concerns about the reliability of the additional information required and t...he ability of this information to assist investors in assessing investments. Further, the proposed start date was curious given the requirement to utilise 12 months of data. The ability to extend the commencement date is conditional on issuers: Not having previously opted in early to comply with the new rules; Notifying ASIC in writing that they wish to rely on the relief by 31 January 2017; and Providing ASIC with the information that they would have been required to include in the fees and costs section of their PDS under the new rules by 1 March 2017. ASIC has made it clear that there will not be another extension and has indicated that they intend to use the information provided by users to check that issuers are taking reasonable steps towards compliance and to identify whether the disclosures indicate any likely non-compliance. Whilst a member of the One Investment Group is believed to be one of the first issuers in the market of a RG97 compliant PDS, One Investment Group welcomes the relief from the burden placed on all products when the interpretation of the requirements is still subject to significant uncertainty.

09.01.2022 Due to the continued growth of our Corporate Trust business, we are actively recruiting managers to join our team. If you have a minimum of 3 years experience working in a Corporate Trust business and are looking for an exciting opportunity, please visit: https://lnkd.in/bT9BDpf

06.01.2022 Who said all trustees wear skivvies? We are pleased to be joining our clients today for War Games: Geopolitics and destabilising investment markets. Special guest and geopolitical expert Professor Stephen Kotkin, visiting John P. Birkelund 52 Professor in History and International Affairs from Princeton University, will lead our soldiers in a war game scenario.... Prior to the war games commencing, Professor Kotkin will provide an overview presentation of the current state of play to set the context for the war games scenario. Following our brief, we will be discussing possible geostrategic futures and strategise potential outcomes, acting as a representative from our assigned country or agency. This is where the strategic negotiations, political alliances and war games begin! Hosted by Conexus Financial, we look forward to assuming the role of decision makers in Beijing, Washington, Canberra, Manila, Hanoi, or Kuala Lumpur, or the UN, IMF or ECB. Well have to factor in political and economic interests as we make decisions which carry real consequences.

02.01.2022 One Investment Group congratulates Atlas Funds Management on the commencement of trading on mFund of the Atlas High Income Property Fund. The fund is an open ended registered fund for retail and wholesale investors, which will seek to capture returns from investing in Australian ASX listed property securities. The funds objective is to outperform the S&P/ASX 200 A-REIT Index over rolling 5-year periods. More information on the fund can be found at https://oneinvestment.com.au/atlas/

01.01.2022 Members of One Investment Group’s Responsible Entity Operations and Registry Teams are pleased to have joined the mFund Operational and Marketing Roundtables today. One Managed Investment Funds Limited and One Registry Services are proud to be foundation members of mFunds.

01.01.2022 One Registry Services - Seeking Unit Registry Managers Due to our continued growth and an influx of new roles, we are looking to expand our Sydney Unit Registry Team. The successful candidate will be involved in the day to day servicing of a portfolio of clients, building effective working relationships with key stakeholders. To be successful in this role you will have a strong knowledge of financial markets, experience in a similar role and possess a high level of attention ...to detail. One Registry Services is a member of the One Investment Group, Australias leading provider of Responsible Entity, Trustee, Custody and Fund Administration services to the financial services industry. Further details on the role can be found on the following link. http://www.seek.com.au/Job/31436375