Thanks to the extraordinary and generous support of a number of investment and service professionals who have agreed to waive some or all of the fees that would otherwise be due to them for services rendered, Third Link Investment Managers Pty Limited can divert the majority of investment management fees it receives to the non-profit sector.
BT Financial Group
Administrative platform for superannuation investing.
BT Financial Group (BT) has been helping Australians create and manage wealth since 1969. BT’s core business is providing investment, superannuation and retirement income products, financial advice and insurance options.
In both Australia and New Zealand, BT provides a diverse range of investment choices, including funds managed by BT’s own team and through alliances with global investment managers.
BT is the wealth management arm of the Westpac Group. Westpac has been delivering banking and other financial services to Australians since 1817.
Capital Outcomes
With over 25 years of experience in the financial services sector, Capital Outcomes specialises in outcome-driven PR, marketing and communication strategies. Our expertise is in storytelling, paired with a strategic focus on positive media engagement and managing external and internal stakeholders supported by cross-functional experts in wealth management, public relations, marketing, and creative.
Media contacts:
Simrita Virk
simrita@capitaloutcomes.co
Rachael White
rachael@capitaloutcomes.co
Custom Accounting
Custom Accounting is a boutique accounting practice with offices located in Sydney and country NSW, offering a wide suite of services encompassing tax, accounting, superannuation, business advisory, wealth creation & estate planning. Our hand-picked team have many years of experience with clients and each other. Our unique approach is backed by our dedication to access, reliability, consistency, empathy and efficiency.
Ernst & Young
Ernst & Young is recognised as a leading provider of professional services to the Australian financial services sector. Financial services is one of the largest of Ernst & Young’s industry groups, with around 500 industry-focused professionals specialising in the key areas of banking, finance and capital markets, insurance, asset management and superannuation. Their financial services practice encompasses practitioners from all disciplines, including accounting, auditing and related advisory services, tax, transaction advisory and human capital. Their professionals work together to ensure a well-rounded understanding of business issues and challenges and the seamless provision of integrated services to our clients.
Fundhost Limited
Responsible Entity and Administrator to the Fund.
Fundhost are a leading integrated boutique responsible entity and fund administrator. They have been looking after Australian fund investors (and their funds) since 2003. They were one of the first responsible entities to be licensed by the ASIC.
Fundhost provide Responsible Entity (RE), administration, registry, regulatory and custody (via HSBC) services to Australian and offshore boutique fund managers. They are located in Sydney Australia and all services are delivered from within Australia’s territory.
Fundhost don’t want to be the biggest RE or administrator – just the most investor focused one. They love working with start-up fund managers to bring innovative strategies to market and then working with them to maturity.
Zenith Investment Partners
Fund researcher.
Zenith Investment Partners is a leading investment research and managed account provider, with a 20-year track record of delivering premium investment research, fund ratings and investment portfolio solutions for financial advisers.
In 2020, Zenith acquired Chant West, one of Australia’s most respected super fund research, data, insights and technology businesses. Highly regarded asset allocation business, Heuristic Investment Systems, joined the Group in early 2021. The broader Zenith Group was acquired by global financial data and technology business FE fundinfo at the end of 2021.
