Boutique Funds Management

Specializing in ownership and direct exposure to property assets through professionally managed investment schemes. Operating under strict regulatory compliance with selective target market determinations.

About Our Business Model

Property Ownership

We provide clients with access to direct real property investments through professionally managed trust structures, enabling ownership of high-quality property assets.

Selective Member Approach

Our compliance framework ensures appropriate client matching through careful target market determinations, maintaining regulatory standards and member suitability.

Direct Property Exposure

Investment schemes holding direct real property provide transparent exposure to property markets without complex derivative structures or excessive fees.

Licenses & Compliance

Our operations are conducted under Australian Financial Services License 525072, effective 3 June 2024

Authorized Activities

Provide general financial product advice for interests in managed investment schemes (own scheme only)

Deal in financial products – issuing, acquiring, varying or disposing of interests in own managed investment schemes

Deal on behalf of others – deposit products, general insurance, interests in own managed investment schemes

Operate registered managed investment schemes holding direct real property

Operating Conditions

Maximum 75 trusts under the registered scheme structure

No MDA services to retail clients except when operating registered scheme

Selective target market determinations ensure appropriate client matching

Professional Standards

Professional Indemnity Insurance: $5 million or sum of scheme property value
 
Dispute Resolution: Australian Financial Complaints Authority (AFCA) member
 
Client Categories: Retail and wholesale clients

Fund Information

Diversified Investment Opportunities Fund

ARSN:
656 002 032
Structure:
Multiple Trusts holding direct real property
Maximum Trusts:
75 trust structures

The fund operates through multiple trust structures, each holding direct real property assets. This structure provides investors with transparent exposure to property markets while maintaining regulatory compliance and professional management standards.

Professional Inquiries

Contact us for information about our investment opportunities. All inquiries are subject to target market determination assessments.