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Text Content

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 * About
 * Philosophy
 * Funds Management
 * Private Wealth
 * Contact




ABOUT

AT ACORN MANAGED INVESTMENTS OUR OBJECTIVE IS TO ESTABLISH STRATEGIC ALLIANCES
WITH OUR INVESTORS TO CREATE WEALTH THROUGH THE PARTICIPATION IN PROJECTS
HANDPICKED BY OUR TEAM.

Our in-depth knowledge of financial markets coupled with our excellent track
record in sourcing exclusive opportunities allows us to provide access to secure
investments offering solid returns well above the industry average.

Acorn Managed Investments Pty Ltd Australian Financial Services License number
is 473968.


INVESTMENT PHILOSOPHY


WE BRING TOGETHER A COLLECTION OF INVESTMENT OPPORTUNITIES THAT CATER FOR
CLIENTS WITH A BROAD RISK PROFILE LOOKING TO PROVIDE FUNDING.



We provide premium investment opportunities to local and overseas investors with
returns well above industry average. We primarily operate in the property
market, however, we also provide advice in the areas below:

CASH

Generally a short-term investment, it is highly liquid and considered the most
secure asset class available. You can usually expected lower returns.

FIXED INTEREST

An agreed rate of return is set in advance and capital is repaid at maturity.
Examples include bonds and bank bills. They can be actively traded.

PROPERTY

Includes commercial, industrial and residential real estate. A growth asset
expected to generate higher returns over the long term.

INFRASTRUCTURE

Returns consist of income and potential capital gains. Examples include roads,
utilities and water, all needed for the operation of society and enterprise.

ALTERNATIVES

Non-traditional, can be growth or defensive assets. Can include incubator,
private equity and diversified investments.

SHARES

A company security which gives its owners certain rights, including the right to
receive dividends. Can be listed on Australian or international securities
exchanges.

INVESTMENT RISK PROFILE

 




FUNDS MANAGEMENT


OUR INVESTMENT SERVICES GIVE OUR CLIENTS ACCESS TO UNIQUE OPPORTUNITIES IN SOME
OF THE MOST POPULAR AND PROFITABLE SECTORS AVAILABLE, WITH THE MAIN FOCUS ON
PROPERTY DEVELOPMENT FUNDS, PRIVATE EQUITY & DEBT ARRANGEMENTS AND MORTGAGE
FUNDS.

 * Property Development Funds
 * Private Equity & Debt
 * Mortgage Funds

DEVELOPMENT FUNDS

Our industry experience and knowledge of the market allow us to select premium
real estate projects that provide solid returns and are not generally made
available to the everyday investor.

Our team of property professionals and well established strategic networks
ensure we have the edge when it comes to securing and delivering on quality
property development opportunities giving investors the opportunity to
participate directly in the development of their choice.

PRIVATE EQUITY & DEBT

Private funding is an alternative way of funding your business and/or commercial
finance needs. Typically a customer would take out a private funding facility as
they don’t meet the criteria for commercial finance with the major banks.

Private funding can generally be broken up into three groups:

1 Institutional Private Mortgage Lenders — those who lend via a “Responsible
Entity”.

2 Wholesale or Sophisticated Private Mortgage Lenders — those that lend directly
to the borrower, however, engage the services of a fund manager to handle the
day to day operational tasks of maintain the mortgages. In this example, the
fund manager MUST be licensed.

3 Private Mortgage Lenders — those that lend directly to a borrower.

MORTGAGE FUNDS

Mortgage Funds provide a stable and reliable income stream for our clients. Our
mortgage funds achieve this by investing in a range of registered first and
second mortgages targeting properties that will experience a significant
valuation uplift and maintains a clear exit strategy where necessary.

Mortgage funds operate by lending money (as mortgage loans) to a range of
borrowers who use the money to buy and/or develop properties. The capital
investment typically provides a fixed return in the form of regular income
distributions over an agreed timeframe.


PRIVATE WEALTH


AT ACORN MANAGED INVESTMENTS WE BRING TOGETHER A COLLECTION OF ASSET GROUPS &
SERVICES THAT CATERS FOR CLIENTS WITH A BROAD RISK PROFILE.

 * Taxation
 * Corporate Structure & Asset Protection
 * Self-Managed Super Funds

TAXATION

Our taxation services and compliance team specialise in delivering tailored tax
management solutions. No matter what structure you choose to operate within, our
team of experts are trained in all facets of taxation law.

We will work with you to deliver practical solutions and strategic consulting to
ensure your business can navigate the complex taxation landscape and understand
the impact of any risks to your business.

CORPORATE STRUCTURE & ASSET PROTECTION

Choosing the right structure for your business can be a daunting task. Whether
you operate as a sole trader, a partnership, a corporation or a trust. We will
give you the facts to help you gear up for growth, protect your assets and
design a structure that will offer the most tax effectiveness to your business
without the complexities.

It is important to create the right structure for your circumstances from the
outset to ensure you protect your assets and your business operations from the
risks of litigation or unexpected adverse events. Securing your personal wealth
and estate planning should be key considerations when defining the appropriate
structure for your circumstances.

SELF-MANAGED SUPER FUNDS

Self-managed superannuation funds have grown in popularity in recent years with
over 1 million Australians having switched from Retail or Industry Funds and one
third of assets are now managed through SMSF.

A SMSF provides you with control over your superannuation funds to invest in the
manner you choose. It’s important to understand the rules and regulations
imposed on SMSF and how these can impact your situation. The key principle is
that you run your SMSF for the sole purpose of providing retirement benefits to
members.


CONTACT



AUSTRALIA



SYDNEY

1/466 Liverpool Road
STRATHFIELD SOUTH NSW 2136

Tel: +61 2 9742 1175
info@acornmanagedinvestments.com.au





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