Apex Fund Services Australia, Melbourne

Australia, Melbourne

Rajiv Kalra,
Managing Director of Australia
Email: rajiv@apexfunds.com.au
Tel: +61 3 9670 8563
Mobile: +61 044 979 4699

Level 9,
440 Collins Street,
VIC 3000,

Mail to: PO BOX 189,
Flinders Lane, VIC 8009.

The time in Melbourne, Australia is

The Apex Melbourne office was launched in the 2nd half of 2011 and is a specialist independent administration business aimed at servicing superannuation funds.

Apex Australia provides a full range of specialist support services to assist fund managers during the set-up phase and ongoing operation of their investment vehicles. In addition to the services listed in Fund Services, we offer:

Fund Setup – Support and advice on fund structures, fund domicile and fund administration/operations issues. We can also put managers in touch with the right people including custodians, prime brokers, tax experts, lawyers, professional trustees and RE's.

Global Access – Emerging Manager Platforms - Low risk and low cost fund start up solutions for various offshore Fund Structures including: Bermuda Emerging Manager platform; Luxembourg SIF platform; Luxembourg UCITS platform; Luxembourg Shariah platform; Malta PIF platform; Irish QIF platform providing Australian managers with access to global investors

Australian Tax - Preparation of the fund’s income tax reconciliation and preparation of year end income tax return, preparation of investors yearend tax distribution statements, preparation and lodgement of Business Activity Statements (BAS)

Superannuation Funds – Administration of Superannuation Funds

“Australia's fund management industry has approximately AU$1.8  trillion assets under management (AUM) and employers must put a minimum of 9% of gross wages into a superannuation fund which is due to rise to 12% by 2019.”

“Australian based asset managers have good performance but have only recently begun to aggressively market themselves to attract global capital. Through the Apex Global Network we provide Australia’s asset managers with seamless access to the world's financial centres and we are seeing exciting synergies with our offices in Hong Kong, Singapore and Shanghai and further afield.

Australian managers who are located outside of Australia to build offshore funds, are increasingly looking at EU regulated funds for asset raisings. To do this they need an Australian unit trust feeder for their Australian clients which in turn require specialist fund administration due to the complicated tax rules.”

“The Australian government has taken the right step forward to allow Australian fund managers to attract foreign capital with the implementation of the third and final element of the Investment Manager Regime (IMR) which is to be back dated to July 2011. The IMR will provide certainty of tax treatment for the funds management sector, which in Australia has $1.8 trillion of funds under management (or 131 per cent of Australia's GDP) - $61 billion of which comes from offshore, and will further enhance Australia as a financial services centre in the Asia Pacific region.”

With our new offices in Australia we can efficiently provide fund administration for all the needs of these Australian managers and all the products they intend to launch, wherever they are located.

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