Practical insights on AFSL and credit licensing, compliance and wholesale fund governance, informed by the work our team does every day.
Featured · Fund Structures
Open-ended or closed-ended? A practical comparison of the two main wholesale fund structures in Australia, covering liquidity, capital calls, distributions, valuation, fees and which model suits which strategy.
Fund Setup · Jun 2026
Opening your fund to foreign capital changes the operating model in five concrete ways. Learn the licensing, AML/KYC, tax reporting and withholding hurdles before accepting overseas investors.
Licensing & Compliance · May 2026
What the 2026 AUSTRAC reforms mean for wholesale fund managers - CDD, senior manager approval, proliferation financing and transitional relief explained.
Fund Operations · May 2026
Trustee, custodian, administrator, auditor - what each one does in an Australian wholesale fund, who appoints whom, and how to choose them.
Fund Operations · May 2026
A step-by-step guide to switching your wholesale fund trustee in Australia. Covers trust deed amendments, investor notifications, ASIC requirements, asset and records handover, and realistic timelines.
Fund Structures · May 2026
Running multiple SPVs or moving to a fund? A practical comparison of the cost and operational trade-offs for property, credit and VC sponsors deciding when to consolidate deal-by-deal vehicles into a single fund structure.
Costs & Fees · May 2026
What does it cost to set up and run a single-asset SPV (special purpose vehicle) in Australia? A practical cost breakdown for property syndicates, credit deals and VC/PE follow-on vehicles, with summary tables for upfront and ongoing costs.
Licensing & Compliance · May 2026
Should your fund operate as a Corporate Authorised Representative or hold its own Australian Financial Services Licence? A practical comparison of the two pathways, the trade-offs and when to make the switch.
Licensing & Compliance · May 2026
A plain-English guide to who qualifies as a wholesale investor in Australia under sections 708 and 761G of the Corporations Act, including the asset and income tests, accountant certificates and special rules for SMSFs.
Fund Operations · May 2026
Seven signs it is time to change your wholesale fund trustee, from slow turnaround and rising fees to compliance gaps and poor investor experience. A practical guide for fund managers reviewing their service providers.
Costs & Fees · May 2026
What does it really cost to set up and run a wholesale fund in Australia? A practical breakdown of one-off and ongoing costs across legal, tax, licensing, trustee, admin, audit, insurance and technology.
Fund Setup · May 2026
A step-by-step guide to setting up a wholesale fund in Australia. From asset class and structure to licensing, documents and launch. Written for first-time fund managers.
Licensing & Compliance · Dec 2025
ASIC’s Report 820 set out its findings on private credit and the wholesale market. What it says, and what it means for managers.
Webinars · Nov 2025
A recorded conversation on what ASIC’s Report 820 means for private-credit managers – valuation, governance and disclosure.
Practical insights on AFSL and credit licensing, compliance and wholesale fund governance, informed by the work our team does every day.
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