Meet the Exhibitors

SMSF + Investor Expo 2020 Exhibitor List

Whether you are a self directed investor or self manage your super, this Expo will give you the opportunity to focus on managing your wealth and maximising your returns.  All from the comfort of home, you’ll be able to explore a range of innovative SMSF and investment products and services in the virtual Exhibition Hall.

Primewest is one of Australia’s most active and successful property investment and development fund managers with a national portfolio exceeding AUD $4 billion.*

Primewest has a long and established track record of over 25 years evidenced by a current Weighted Average Distribution of 8.8% p.a. on open funds alongside a Weighted Average Internal Rate of Return in excess of 14% on recently completed funds.

Our focus is on developing strong relationships to ensure we optimise asset performance and deliver superior risk adjusted returns to investors.

* As at 31 January, 2020

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As Australia’s oldest non-bank lender with seven decades of proven credit management, La Trobe Financial has funded over A$28 billion of investment quality credit for more than 180,000 customers. We are 80% owned by Blackstone, the world’s largest alternative asset manager, with over US$584 billion of Funds under Management worldwide.

Our investors include large global institutions, Australia’s major banks, family offices, fund managers and 50,000 everyday investors in our Credit Fund.

These relationships provide real time insight into global and domestic markets and augment the data we receive from the $11 billion in investment grade assets that we originate annually.

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A leading financial organisation specialising in investment publications, financial advisory and home loans.

Switzer is a media and financial services group with an audience of more than 2 million users across the business, finance and fashion verticals. Switzer has a network of proprietary and partner media assets targeted at investors, SMSF trustees and SMEs. It also operates a fee for service financial planning practice and home loans division.

In 2020, the group decided to combine specialties across financial services and understanding a female demographic, to create Tilly Money – a financial platform for women.

Switzer is founded by respected finance commentator Peter Switzer (www.peterswitzer.com.au).

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*Please note, Switzer Financial Group will not have a booth present in the Exhibition Hall

Australian Ethical was launched in 1986 and is a publicly listed company that invests and operates its business according to its Ethical Charter. 10% of its profits fund its Community Grants program, one of the highest levels of corporate giving in Australia.

Its superannuation fund was the fastest growing superannuation fund in 2019 by member numbers over the past five years. It was the first superannuation fund and investment manager, and the first ASX listed company, to become a certified B Corp in Australia — in 2019 Australian Ethical was awarded one of the ‘Best for the World’ B Corps, ranking it in the top 10% of 1,300 B Corps globally.

Income friendly. You choose. You’re in control.

Balmain Private provides exclusive opportunities for both direct investors and those that invest using the assistance of accountants or financial planners to invest in monthly income producing individual first mortgage loans backed by commercial real estate (asset class est. $500B) which have been credit approved and settled by Australia’s largest non-bank commercial loan manager.

Investments available via Balmain Discrete Mortgage Income Trusts are tailored towards investors who seek levels of income from 6% to over 9% p.a. net and have the skill and confidence to make informed investment choices plus the desire to take control of their investment portfolio.

Outside of the 4 major banks, there is no other single organisation in Australia that contains the 5 essential skill sets required to manage commercial loan investments. 

Balmain has concentrated on the commercial property debt sector for over 40 years (founded in 1979) – it is well established in major markets and undertakes fund, asset and receivables management for some of the world’s largest banks, investment banks and financial institutions.

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CFMG Capital create value for investors through active development of residential land sub-divisions. We operate two businesses, Residential Communities – our creator of aspiring residential addresses and the CFMG Land & Opportunity Fund – the investment vehicle created to offer our investors access to real returns from real projects.

The CFMG Land and Opportunity Fund is an unlisted managed investment scheme which invests in the development of residential land subdivision projects delivered by our expert team.

We bring residential communities to life. The goal is to deliver aspirational addresses to emerging communities across Australia. Our ability to operate with agility, focus and quality delivers a clear competitive advantage.

CFMG Capital are proud to have a proven track record delivering over 2,000 completed residential lots with a gross value of over $400 million across multiple projects in Brisbane, Sydney and Melbourne. Over 1,000 investors have chosen CFMG Capital to grow their nestegg, and over 2,000 families call a CFMG Capital residential community home.

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Citibank in Australia is part of Citigroup, one of the world’s largest financial services organisations. Citibank commenced consumer operations in Australia in 1985 when it was the first foreign bank to be granted a banking licence.

By combining local expertise with the strength of Citibank’s worldwide consumer banking network, we are able to offer some of the world’s leading range of financial services including deposit accounts, foreign currency deposits and investments as well as credit cards, mortgages, insurance and charge cards.

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Discover how Income2Wealth’s innovative investment pathways pay investors fixed above market returns direct into their bank accounts or SMSF each and every month. 

During 2020, investors have been struggling to find investment options that deliver above-market returns that still maintain access to ongoing cashflow without eroding their capital.  

Our Armchair Capital and Armchair Development Funds have delivered fixed monthly returns across a diverse range of asset classes.  

Our funds offer:

  • Minimum investment starting from $5,000
  • Fixed net annual returns ranging from 8% – 20%
  • Investment terms from 1 – 4 years 

Best of all our returns are not eroded by high fees or charges and with such a range of options – there’s one to suit every investor.

If you’re looking for a more traditional property investment pathway then talk to us about our Finance and Buyers agent services.

Income2Wealth delivers results that start showing up in your bank account from your first month, visit our stand to discover how you can join our investor community. 

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S&P Dow Jones Indices is the largest global resource for essential index based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. 

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“Our core purpose is to skill everyday investors to outperform the stock market by 5% compounded p.a. over rolling 5-year periods, using a Systematic Approach to protect and grow their portfolios, in an hour a week.”

At Share Wealth Systems we challenge the investing status quo by empowering and skilling everyday people to achieve their financial freedom by achieving better returns that nearly all active mutual funds over the long term – with just 15 minutes a week of effort, or less.

We do this by providing everyday self-directed investors with some of the most heavily researched and targeted investing systems & processes available for investing in ETFs and household-name stocks.

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smstrusteenews was introduced to the consumer market in 2014 to provide the 1 million-plus SMSF members with editorial content specifically tailored for their needs. The publication is the only one of its kind designed to cater purely for the information relevant to SMSF trustees.

The newsletter is distributed fortnightly in electronic form and gives SMSF trustees a cross-section of information featuring the latest:

  • Compliance news
  • Investment updates
  • Strategy considerations.

Individuals need this information to manage their retirement savings in the most prudent manner possible. It is complemented by video content consisting of interviews with the most influential people in the SMSF sector and financial services industry. Most importantly, smstrusteenews gives its audience access to news and developments not easily obtained.

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The Perth Mint is Australia’s largest and most highly accredited precious metals enterprise.

Offering a comprehensive suite of investment options including exchange traded products including the ASX listed Perth Mint Gold (ASX:PMGOLD), storage solutions, the digital gold trading app GoldPass and physical bars and coins, the Mint is trusted by more than 60,000 clients across 130 countries to safeguard their wealth.

With assets under management valued at more than AUD 5 billion, The Perth Mint is the leading supplier of precious metals in Australia.

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Trilogy is one of Australia’s leading fund managers and financiers of property-based investments. For more than 22 years, seeking income and managing risk on behalf of our investors and borrowers has remained at the heart of everything we do.

Our goal is to increase our clients’ wealth by delivering transparent, value-added property and mortgage-based investment solutions. Our objectives are aligned with our investors, borrowers and their advisers. By helping them meet their goals, we achieve our company goals and those of our people. We set and maintain high standards of corporate governance and compliance to deliver the appropriate balance of risk management and investment performance.

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Investing your super with Hostplus gives you access to low administration fees, competitive performance and a host of tools at no extra cost to you. Here, your goals are ours, and we’re ready to reach them together.

We’re passionate about helping our members’ and investors’ achieve financial independence. Why? Because we believe everyone deserves to spend their golden years in comfort. That’s why we work so hard to keep our investments performing at the level you deserve. As an industry super fund our focus is on our members’ and investors’, not shareholders. Our focus is on getting you the maximum return on your investment.

Hostplus’ Self-Managed Invest (SMI) provides Self-Managed Super Fund (SMSF) investors access to unique assets generally inaccessible to retail and SMSF investors, all while offering listed market-like liquidity on assets. By investing in Hostplus SMI, SMSF investors enjoy the best of both worlds: the benefits of investing with one of Australia’s top super funds while maintaining control of your SMSF.

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Pengana Capital Group (‘Pengana’) is a diversified funds management group, with distinct investment strategies that aim to deliver superior long-term risk-adjusted returns to investors, with a focus on capital preservation.

Founded in 2003 and headquartered in Sydney, with offices in Melbourne, Brisbane and Perth, Pengana currently manages over AUD$3 billion across a range of International and Australian strategies.

Pengana’s premium investment products employ active strategies with non-benchmark mandates, giving our investment teams the freedom to invest in their best ideas.

Our unique business model also delivers centralised support from our corporate team, so our fund managers can focus on what they do best – managing portfolios.

Pengana strives to give investors access to superior global funds management strategies: strategies that will create an impact on portfolio returns. We do this through our in-house investment teams, and by partnering with exceptional investment managers around the world.

For investors seeking an investment that suits their ethical viewpoint as well as their financial goals, Pengana offers a range of products that allow investors to align their portfolios with their principles without compromising their investment returns.

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Msquared Capital is a non-bank lender, providing opportunities to invest in a range of quality mortgages. Msquared Capital aims to provide investors regular, fixed-income returns from a range of risk-rated investments.

With the combined experience of the directors and leadership team of over 100 years in banking, finance, property and funds management; Msquared Capital is well placed to identify the right opportunities on behalf of our investors.

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Award-winning SMSF service provider, SuperConcepts has worked with trustees for over 30 years, helping make their life easier by managing the complex administration and compliance of their SMSF.

Our experienced team and innovative technology platform equips trustees with the tools to grow their retirement savings whilst maintaining full control over their SMSF.  Our flexible administration solutions allow trustees to choose the level of service they require, meaning they will only ever pay for the services they need.  And, because we know starting up your SMSF can be daunting, we also offer the expertise of our SMSF specialists through a help desk, technical materials, and a dedicated client manager for more complex funds.

Visit our booth today and find out why thousands of trustees choose SuperConcepts as their trusted partner.

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At Defence Housing Australia (DHA), we provide quality housing and related services to Defence members and families. In doing this, we support the operational, recruitment and retention goals of the Department of Defence.

To meet our Defence housing obligations, we are active in Australian residential housing markets, acquiring and developing land, and constructing and purchasing houses.

Each year, we sell a portion of our portfolio through a property investment and leaseback program. Revenue generated from this activity is our primary source of capital. It funds our operations and enables us to provide quality housing to Defence members and their families. In turn, investors benefit from our property expertise and the security of our lease agreement.

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Magellan Asset Management was formed in 2006 to generate attractive returns for clients by investing in global equities and global listed infrastructure while protecting their capital.

Since then, we have developed a track record for creating and safeguarding the weath of our investors. We have done this by investing in high-quality global stocks that benefited from the rise of the emerging consumer, the coming of the cashless society, the recovery in US housing, the dominance of business software giants and the arrival of digital consumer platforms, to name just some key themes of the past decade. We know that over the next decade different themes will prevail. When investing, the key question we ask ourselves is: “What does the future look like? Where will value reside?”

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OTG Capital is a funds management company led by director Ray Trevisan. Our fund is committed to delivering better returns than cash term deposits. Pure & simple.

In these low interest times, we genuinely understand the need to hold some cash in easy access accounts, our fund managers have extensive experience in the finance industry, specialising in mortgage/asset backed investments; a proven formula that provides a lower risk profile for investors and their funds.

OTG Capital provides solid returns without locking your money away for extended periods and no entry or exit fees.

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Thinktank was launched in 2006 by a group of highly experienced professionals with extensive backgrounds in property finance, business lending, consumer finance and third-party distribution in response to the increasing demand for straight forward, set and forget mortgage funding solutions, exclusively available through the mortgage broking channel.

In 2010, the product suite was extended to include residential mortgages, then SMSF loans in 2013. Throughout this time, Thinktank broadened its funding base to enable private and institutional investors the opportunity to acquire tightly risk-weighted, property-secured bonds.

Thinktank has become established as Australia’s leading commercial property funding specialist. To date, as a leading independent lender we have provided over $3.0bn of commercial, residential and SMSF finance solutions, and have now issued over $1.5bn in secured AAA-rated bonds (rating issued by Standard and Poors).

The business’ ethos is to be relentlessly committed to fairness, transparency, and professionalism, and to consistently prioritise relationships with borrowers, introducers, investors, institutions and industry, alike. We believe that’s what you should expect from a lender. And it’s why we’ve been able to fulfil existing and emerging market requirements.

The company’s operations are backed by a team of experts with unparalleled industry experience and commitment to superior service levels.

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The Zagga marketplace enables people to borrow money at transparent rates and with more flexible criteria than those offered through traditional borrowing channels. We can help more borrowers get access to finance by offering secure, mortgage-backed loans for a wide range of loan purposes.

Our marketplace also offers a risk-managed investment opportunity for investors who are looking to diversify their investment portfolio within Australia, and potentially increase returns, without a direct increase in risk.

As an investor, you’ll get access to investment opportunities by way of funding loans to creditworthy borrowers through a trust structure. All loans are secured by real property and you will receive attractive, regular returns, subject to the terms of the investment, whilst retaining absolute control over the types of loans you’re prepared to fund, at all times.

Zagga is a fully-licensed, mortgage-secured marketplace lender holding both an Australian Credit Licence (Australian Credit Licence number 490904) and an Australian Financial Services Licence (Australian Financial Services Licence number 492354).

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At eInvest, we believe that all Australians should have the ability to access high quality active investment solutions suitable to be the foundations of their investment and superannuation portfolios. Like to have control and flexibility over your investment? We believe you should too.

eInvest creates for you easy, tradable, active ETF investment solutions for your everyday investment needs by offering high quality portfolios based on the research, skill and intellect of experienced investment professionals. Our active ETFs have been created to meaningfully add value to your overall portfolio.

eInvest was founded by senior executives at Perennial. Perennial Investment Management Limited is the Responsible Entity and Issuer of the eInvest funds.

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LDB Group is one of Melbourne’s most highly-regarded accounting and advisory practices, with expertise in accounting and tax expected of such a practice complemented by expertise in self-managed superannuation funds (SMSF), wealth management, audit, finance and property.

LDB is underpinned by a truly united team who are working as one – continually communicating, accountable for their actions, trusting their colleagues implicitly while keeping them accountable, and acting with absolute integrity.

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The SMSF Association does not endorse SMSF + Investor Expo exhibitors, their products and services, or the information they provide. You should seek independent financial advice for your specific circumstances.