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One Investment Group
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Members of One Investment Group’s Responsible Entity Operations and Registry Teams are pleased to have joined the mFund Operational and Marketing Roundtables today.
 
One Managed Investment Funds Limited and One Registry Services are proud to be foundation members of mFunds.
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PFA Advisor Directory Event Melbourne July 2016

Justin Epstein was recently asked by the Property Funds Association to provide a presentation to fledgling property fund managers or companies thinking of entering the property funds management space in Melbourne.

Hosted by HLB Mann Judd, the seminar had 5 presenters and ran for two hours.

A copy of Justin’s slides can be accessed on the link below.

One Investment Group is a proud to be a member of the Property Funds Association.
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One Investment Group’s strategic partnership with Yorkway Partners

We are pleased to announce that Yorkway Partners has acquired a 25% interest in One Investment Group.

This partnership aligns One Investment Group with a credible and experienced organisation that will provide ongoing capital as we corporatise and grow our core businesses through organic growth and strategic deals. As part of the transaction Paul Batchelor, former chief executive of AMP, will join the board of One Investment Group as Chairman. The founders of One Investment Group remain fully committed and the partnership will allow them and the executive team to take the group to the next level and achieve $20 billion under management within 4 years.

We will remain truly independent and client focused and our strengthened balance sheet will allow us to pursue new opportunities as the industry goes through a period of consolidation.

Please below to view the press release.
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Employee Redundancy Funds

Redundancy Funds are funds established for the purpose of funding redundancies and other employee entitlements for employees in an industry including union members. These funds are a managed investment scheme, which are operated by a corporate trustee and governed by a trust deed. These types of funds may be classed together and called a Worker Entitlement Fund.

According to the Final Report of the Royal Commission into Trade Union Governance and Corruption on 28 December 2015, the Commission identified that collectively, approximately six worker entitlement funds in the construction industry hold around $2 billion in assets under management.

Please click on the following link for more information.
http://oneinvestment.com.au/news/employee-redundancy-funds/
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Disclosure of fees and costs in PDSs and Periodic Statements

As part of the enhanced fee disclosure regulations and ongoing reforms, issuers must meet certain requirements when disclosing fees and costs in Product Disclosure Statements (PDSs) and periodic statements to increase transparency for consumers.

To address concerns in relation to how the industry participants were interpreting concepts such as “indirect costs” and costs associated with investing through “interposed vehicles” and to remove doubt about any inconsistency of terminologies introduced by Stronger Super reforms, ASIC issued class order 14/1252 dated 8 December 2014 (Class Order) which modified Schedule 10 to the Corporations Regulations 2001 (Cth) and clarified key fee and cost disclosure requirements for PDSs and periodic statements for superannuation products and managed investment products.

Please click on the following link for more information.
http://oneinvestment.com.au/news/disclosure-of-fees-and-costs-in-pdss-and-periodic-statements/
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New Bill Introduced to Parliament – New AMIT Regime
On 3 December 2015, the Tax Laws Amendment (New Tax System for Managed Investment Trusts) Bill 2015 (Bill) was introduced into Parliament and is signalled as a significant step to help Australian funds compete internationally. The Bill follows the Exposure Draft legislation released earlier this year and if enacted, will replace the existing taxation regime for trusts which qualify as Attribution Managed Investment Trusts (AMIT). Once enacted, the new regime will apply from 1 July 2016 with an option to elect in to the regime from 1 July 2015 for some trustees.
In addition to the Bill, the ATO released a number of Draft Law Companion Guidelines (Guidelines) which set out the Commissioner’s view on the interpretation of key concepts and aspects of the new regime. When the Bill passes into law, the Guidelines will become public rulings.
The key points under the new regime include:
The new regime will apply to managed investment trusts that meet the definition of an AMIT. For an MIT to be an AMIT:
1. the members must have ‘clearly defined interests’ in the income and capital of the MIT, under the constituent documents of the Fund; and
2. the MIT trustee makes an irrevocable election to be an AMIT.

Please click on the following link for more information.
http://oneinvestment.com.au/news/new-bill-introduced-to-parliament-new-amit-regime/
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