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.
Automic
Automic Pty Limited is the Fund’s administrator and looks after applications and withdrawals.
Trusted by Australia’s leading corporates and funds, Automic works with over 1,100+ ASX listed entities, private companies and fund managers to manage their registry, investor, and board requirements.
Direct investors can invest initially by completing the application form at the Investor Portal:
https://apply.automic.com.au/ThirdLinkGrowthFund
They can also use the Investor Portal to invest more (or top up):
https://portal.automic.com.au/investor/home
Payment can be made electronically. Details are on the Investor Portal. Cheques and cash are not accepted.
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.
Evolution Trustees
Evolution Trustees Limited (ETL, Evolution Trustees) ACN 611 839 519 | AFSL 486 217 is the Responsible Entity for the Third Link Growth Fund (Fund).
Evolution Trustees is a trustee business servicing Australian and offshore asset managers and institutions with a range of fiduciary services, including corporate trustee, MIT trustee, and acting as a responsible entity for registered schemes. As at the date of this PDS, ETL is responsible for over 250 funds and approximately $28 billion across a wide range of underlying asset classes, including infrastructure, real estate, fixed income, private equity, and fund of funds.
ETL’s role is to administer the Fund in accordance with the Constitution. In carrying out its role, ETL must comply with the Corporations Act and must act honestly and in the best interests of all investors, exercise due care and diligence, treat investors holding the same class of units equally and give priority to the interests of investors in the event of a conflict between the interests of the Responsible Entity and those of investors.
More information about the Evolution Trustees group can be found on their website.
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.
