PLATFORMS, WRAPS AND MASTER FUNDS (IDPSS) NEW

Platforms, wraps and master funds (IDPSs)

Platforms, wraps and master funds are industry terms for what ASIC refers to as investor-directed portfolio services (IDPSs) or IDPS-like schemes. IDPSs are managed investment schemes for holding and dealing with one or more investments selected by investors. They are managed investment schemes because investors have the expectation of cost savings (e.g. through the netting of transactions or the pooling of funds to acquire investments) or access to investments that would not otherwise be available to them. They can be either registered or unregistered.

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EQUITIES FUNDS

EQUITIES FUNDS

Funds which invest in securities like shares are one of the most common forms of managed investment vehicles in Australia. Single asset or multi-sector, active or passive: the range of investment classes and strategies is very broad.
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PROPERTY FUNDS

PROPERTY FUNDS

Property funds can take many forms including development funds, AREITs and property securities funds. They can be single or multi-asset, fixed term or open-ended. Each presents its own unique challenges.
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HEDGE FUNDS

HEDGE FUNDS

ASIC considers that a hedge fund is a registered managed investment scheme that is promoted by the responsible entity using the expression and as being a ‘hedge fund’, or exhibits two or more of the characteristics of a hedge fund.
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MORTGAGE FUNDS

MORTGAGE FUNDS

A ‘mortgage scheme’ is a managed investment scheme that has, or that is likely to have, at least 50% of its non-cash assets invested in 'mortgage loans' and/or unlisted mortgage schemes.
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PLATFORMS, WRAPS AND MASTER FUNDS (IDPSS)

PLATFORMS, WRAPS AND MASTER FUNDS (IDPSS)

Platforms, wraps and master funds are industry terms for what ASIC refers to as investor-directed portfolio services (IDPSs) or IDPS-like schemes.
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PRIVATE EQUITY AND VENTURE CAPITAL FUNDS

PRIVATE EQUITY AND VENTURE CAPITAL FUNDS

PE funds, venture capital limited partnerships (VCLPs) and early stage venture capital limited partnerships (ESVCLPs) are investment vehicles with unique features that require specialist legal advice.
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SERVICED STRATA SCHEMES

SERVICED STRATA SCHEMES

To avoid the need to register a management rights scheme as a managed investment scheme with ASIC and obtain an AFS licence to operate it, promoters and/or operators need to comply with ASIC’s class order relief.
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TIMESHARING AND FRACTIONAL OWNERSHIP SCHEMES

TIMESHARING AND FRACTIONAL OWNERSHIP SCHEMES

A fractional or shared ownership scheme is a form of time-sharing scheme, however, the investors are on the title to a property as a tenant-in-common with other investors, and potentially share in any capital gain (or loss) arising from the change in the property’s value.
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