The funds management sector is a cornerstone of the Australia’s financial landscape, managing trillions of dollars in investments on behalf of individuals, businesses, and institutions.

This sector plays a crucial role in driving economic growth, providing retirement savings, and facilitating capital allocation in Australia.

Australian fund managers navigate a complex landscape, facing challenges such as regulatory pressures, intense competition, market volatility, technological disruption, and evolving investor expectations.

How we help clients

With more than 50 years working with some of Australia’s largest fund managers and financial institutions, we are committed to providing exceptional service and building long-lasting relationships with our clients.

HLB Mann Judd’s fund management specialists can provide support and advice on:

  • Audit of AFSL, AML/CTF plans and GS007
  • Audit of scheme compliance plans
  • Audit and review of financial statements
  • Corporate finance function
  • Corporate tax governance review
  • Distribution calculation preparation or review
  • Preparation and lodgement of BAS, AIIR, QTFN, FATCA and CRS reports
  • Preparation of financial statements
  • Structuring advice
  • Tax compliance services
  • Transaction support
  • Valuations