City of Melbourne Melbourne Financial Services Directory

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2 City of Melbourne Melbourne Financial Services Directory

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4 Melbourne has firmly established itself as a modern and dynamic 21st Century city and a major business and investment destination. In 2010, our finance and insurance sector boasted more than 900 establishments and employed around 60,000 people. And Melbourne is the dominant Australian location for superannuation and funds management with the sector worth around $400 billion 40 per cent of the national market. Melbourne is also an international centre for financial services education and research with organisations such as the Australian Centre for Financial Studies and the Australian Institute of Superannuation Trustees, which is the principal advocate and peak representative body for the not-for-profit superannuation sector. This new directory lists Melbourne s key financial service head offices, as well as organisations that have a regional presence in the city. This includes institutions and professional services across banks and mutual institutions, pension funds, brokers, asset and wealth managers, insurance, industry and professional associations and ancillary service providers. Melbourne has earned its formidable reputation as a major business and investment destination through a combination of hard work and innovation. We encourage you to explore the opportunities our great city offers. Robert Doyle Lord Mayor Cr Kevin Louey Chair, Economic Development portfolio 1

5 City of Melbourne Melbourne Financial Services Directory The City of Melbourne commissioned the Australian Institute of Superannuation Trustees (AIST) to develop the Financial Services Directory. Research to develop the guide was conducted from May December AIST apologises for any businesses omitted from the current version of the directory and it is likely that there will be further editions to amend any omissions. The quantitative desktop research, performed by AIST s expert research staff, reviewed over 300 businesses who met the directory criteria to profile and highlight the capabilities of Melbourne organisations in the financial services sector to business and investors. Organisation selection was based on the location within City of Melbourne boundaries and alignment with City of Melbourne s International Partner cities, office status IE: head offices were included, branches or sub offices were not, and any major financial institutions head offices which were not found in the boundaries of City of Melbourne municipality. The City of Melbourne would like to acknowledge the Victorian Government for providing guidance about the content in this directory. 2

6 Table of Contents City of Melbourne boundary cluster map 4 Melbourne central city cluster map 5 Retail Banks and Mutual Institutions 6 Investment and other Banks including representative offices 16 Pension (Superannuation) Funds 22 Asset Managers Private Equity and Venture Capital Firms 32 Asset Consultants and Research Houses 36 Ancillary Service Providers Custodians and Administrators 70 Legal Firms 74 Accounting Firms 82 Company directory 90 Appendix - Regulatory Overview Regulators 96 International Partner Cities 102 Brokers and Wealth Managers 50 Insurance 58 Industry and Professional Associations 64 3

7 Melbourne CBD Cluster Map RACECOURSE ROAD PARK STREET BOWEN CRESCENT LANGS ROAD GARTON STREET LEONARD CRESCENT FISHER PARADE MACAULAY ROAD MACPHERSON STREET ROYAL PARADE EPSOM ROAD LYGON STREET PRINCES STREET FLEMINGTON ELGIN STREET FLEMINGTON ROAD SMITHFIELD ROAD KENSINGTON PARKVILLE CARLTON NORTH NICHOLSON STREET GRATTAN STREET NORTH MELBOURNE KENSINGTON ROAD CARLTON City City of Melbourne of Melbourne Boundary boundary Cluster cluster Map map DYNON ROAD VICTORIA STREET CITYLINK VICTORIA PARADE SPRING STREET WEST MELBOURNE FOOTSCRAY ROAD LA TROBE STREET ELIZABETH STREET MARIBYRNONG RIVER PUNT ROAD PUNT ROAD SPENCER STREET WURUNDJERI WELLINGTON PARADE FLINDERS STREET APPLETON DOCK VICTORIA HARBOUR SWANSON DOCK RAILWAY WAY RIVER YARRA STREET OLYMPIC BOULEVARD ST KILDA ROAD CITY ROAD SALMON STREET LORIMER ROAD FREEWAY WEST GATE NORMANBY FISHERMANS BEND SOUTHBANK EAST MELBOURNE See central city detail DOCKLANDS JOLIMONT MELBOURNE DORCAS STREET KINGS WAY WEST GATE DOMAIN ROAD BRIDGE SOUTH YARRA TOORAK ROAD PORT MELBOURNE SOUTH WHARF ST KILDA ROAD WEBB DOCK HIGH STREET 4

8 ST FRANKLIN FLAGSTAFF GARDENS ST A'BECKETT MACKENZIE ST LA TROBE ST STATE LIBRARY OF VICTORIA ST LONSDALE LONSDALE LITTLE LITTLE ST ST LONSDALE LITTLE LONSDALE ST BOURKE ST LITTLE BOURKE ST BOURKE LITTLE LITTLE ST 1 2 ST LITTLE COLLINS COLLINS LITTLE ST COLLINS ST LITTLE 3 4 TREASURY City of Melbourne Boundary Cluster Map 5-10 LA FLINDERS LA FLINDERS LA FLINDERS FLINDERS LA FLINDERS STREET STATION ST TION B RATHDOWNE CARLTON GARDENS SOUTH ST N VICTO SPRING ST ALBE NICHOLSON ST PARLIAMENT HOUSE TREASUR BUILDING MACARTHUR ST ST AND SPRING TREASURY GARDENS ST WELLINGTON WELLINGTON BATMAN Melbourne City of Melbourne central Boundary city cluster Cluster map Map DRUMMOND LYGON CA QU ST VICTORIA RMIT UNIVERSITY LA TROBE ST EXHIBITION RUSSELL SWANSTON QUEEN ELIZABETH LONSDALE ST ST ST ST ST ST BOURKE ST EXHIBITION RUSSELL SWANSTON QUEEN ELIZABETH COLLINS ST ST ST ST ST ST FLINDERS ST FEDERATION SQUARE RIVER BIRRARUNG MARR YARRA SOUTHB BOURKE ST FLINDERS ST FRANKLIN ST ST WILLIAM KING ST ST WILLIAM KING COLLINS ST MARKET ST ST ST YARRA BRIDGE ST ENTERTAINMENT COMPLEX SINO CROWN ST ST ST JEFFCOTT SPENCER ST SPENCER ST CLAR SOUTHERN CROSS STATION 5 LLINS ST

9 Retail Banks and Mutual Institutions This category is broken up into three different types of organisations. A bank is an organisation that provides deposit and lending products to clients and is generally run for the benefit of their shareholders. A building society is similar to a bank in that they also provide banking services to clients; however where they differ is that they are generally not-for-profit organisations run for the benefit of their members. In Australia building societies are required to be incorporated. A credit union is similar to a building society and profits returned to clients. The major organisations have regional offices in Melbourne, which provide services like home loans, credit cards, deposits, insurance, business banking and wealth management. 6

10 Businesses in this category: Arab Bank Australia 8 Australia and New Zealand Banking Group Limited (ANZ) 8 Australian Defence Credit Union Limited (ADCU) 8 Bank of China (Australia) (BOC) 8 Bank of Cyprus Australia Limited 9 Bank of Melbourne 9 Bankmecu 9 Beirut Hellenic Bank 9 Big Sky Building Society Limited 10 Citibank Australia (Citi) 10 Commonwealth Bank of Australia (CBA) 10 Defence Bank 10 GE Money 11 Latvian Australian Credit Co-operative Society Limited 11 Maritime, Mining & Power Credit Union Limited 11 ME Bank 11 Mega International Commercial Bank 12 National Australia Bank Limited (NAB) 12 Police Credit Union Limited 12 Rabobank 12 RBS Group (Australia) Pty Limited 13 The Bank of Tokyo-Mitsubishi UFJ 13 The Northern Trust Company 13 TransComm Credit Co-operative Limited 13 United Overseas Bank Ltd (UOB) 14 Westpac Banking Corporation 14 7

11 Retail Banks and Mutual Institutions Arab Bank Australia 492 Sydney Road Coburg Ph: Web: Arab Bank was the first private banking institution in the Arab World. Arab Bank Australia specialises in deposits, loans, business banking, trade, insurance and foreign exchange. Private and Retail Banking Retail Banks and Mutual Institutions Australia and New Zealand Banking Group Limited (ANZ) Level Collins Street Docklands Victoria Australia 3008 Ph: Fax: Web: ANZ is one of Australia s largest banks with their Australian operations (commercial and retail banking) making up the largest part of their business. ANZ Melbourne focuses on the bank s retail, commercial and wealth management customers. Private, Retail and Commercial Banking Retail Banks and Mutual Institutions Australian Defence Credit Union Limited (ADCU) H Block St Kilda Road Southbank Victoria Australia 3006 Ph: service@adcu.com.au Web: Australian Defence Credit Union provides banking services to defence personnel, defence contractors and their families. ADCU focuses on the defence community, however they also welcome members from the general public. Retail Banking and Insurance Retail Banks and Mutual Institutions Bank of China (Australia) (BOC) 270 Queen Street Melbourne Ph: Fax: / melbourne_au@bank-of-china.com Web: Operating in Australia for over 20 years, Bank of China is one of the big four stateowned commercial banks of the People s Republic of China. Bank of China aims to be the gateway to China with more than 10,000 branches in most big cities throughout the world. Together with their customer-oriented quality financial services in Australia, they help expand business to China. Private, Retail and Commercial Banking Retail Banks and Mutual Institutions 8

12 Retail Banks and Mutual Institutions Bank of Cyprus Australia Limited Level 41 Rialto Towers 525 Collins Street Melbourne Ph: Fax: Web: Bank of Cyprus Australia Limited is a wholly owned subsidiary of Bendigo and Adelaide Bank Limited. Bank of Cyprus Australia offers a wide range of banking services to customers from 14 branches across Victoria, New South Wales and South Australia. Bank of Cyprus Australia is a boutique financial services provider that can provide fast, flexible and responsive services, while having the confidence of being in a larger Australian banking group. Retail Banking and Private Banking Retail Banks and Mutual Institutions Bank of Melbourne Level Queen Street Melbourne Ph: Fax: Web: Bank of Melbourne is a subsidiary of the major Australian bank Westpac which commenced operations on 25 July Bank of Melbourne offers personal, business and corporate banking as well as wealth management solutions. Private, Retail and Commercial Banking Retail Banks and Mutual Institutions Bankmecu Private Bag 12 Kew Victoria Australia High Street Kew Victoria Australia 3101 Ph: Fax: mail@bankmecu.com.au Web: Bankmecu, formerly the Members and Education Credit Union (mecu), is an Australian financial co-operative based in Kew, Victoria. They provide insurance alongside private, retail and commercial banking services for members. Private, Retail and Commercial Banking Retail Banks and Mutual Institutions Beirut Hellenic Bank 215 Spring Street Melbourne Ph: Fax: Web: Beirut Hellenic Bank, formerly known as Laiki Bank Australia, has operated as a full service retail bank since 2001 with branches in Sydney, Melbourne and Adelaide. Since its inception, the Bank had earned the reputation of working closely with its customers to understand and meet their individual needs. Private and Retail Banking Retail Banks and Mutual Institutions 9

13 Retail Banks and Mutual Institutions Big Sky Building Society Limited GPO Box 1801 Melbourne Level Bourke Street Melbourne Ph: Fax: bigsky@bigsky.net.au Web: Big Sky are a 40 year old Australia-wide financial services organisation serving 34,000+ customers spread throughout metropolitan, regional and remote Australia. Big Sky offer banking, financial advice and Insurance services. Private and Retail Banking Retail Banks and Mutual Institutions Citibank Australia (Citi) Ground Floor 350 Collins Street Melbourne Ph: australia@citi.com Web: Citibank Australia has provided financial services to Australian consumers, corporates, institutions and governments for more than 30 years. Recognised for its innovative range of global products and services, Citibank Australia today counts more than one million Australians and one thousand local corporate and institutional clients as valued customers. Citibank provide retail, private and commercial banking services to individuals and corporations. Private, Retail and Commercial Banking Retail Banks and Mutual Institutions Commonwealth Bank of Australia (CBA) 385 Bourke Street Melbourne Ph: Web: The Commonwealth Bank is one of Australia s largest Banks, offering a full range of financial services to help all Australians build and manage their finances. They provide a variety of financial services including retail, business and institutional banking, funds management, superannuation, insurance, investment and broking services. Private, Retail and Commercial Banking Retail Banks and Mutual Institutions Defence Bank PO Box Melbourne Victoria Australia 8001 Level 5 31 Queen Street Melbourne Ph: Fax: info@defencebank.com.au Web: Defence Bank offers financial products and services to not only the Defence Force, but to the broader community as well. With more than 85,000 members and more than $1.3 billion in assets under management, Defence Bank is one of Australia s larger member-owned banks. Unlike other banks, Defence bank does not make profits for shareholders but instead reinvests profits back into the bank. Retail Banking Retail Banks and Mutual Institutions 10

14 Retail Banks and Mutual Institutions GE Money 572 Swan Street Burnley Victoria Australia 3121 Ph: Web: GE Money is a leading consumer finance company in Australia and New Zealand. In Australia, the GE Money brand encompasses the GE Consumer Finance and GE Capital Finance businesses. The company provides car, boat, personal and consolidation loans, credit cards, mortgages and insurance. Retail Banking and Insurance Retail Banks and Mutual Institutions Latvian Australian Credit Co-operative Society Limited Level Little Collins Street Melbourne Ph: Fax: lacc@latviancredit.com.au Web: The Latvian Australian Credit Cooperative was formed in They provide a variety of financial services to their members, including loans and investments. Private/Retail Banking, International Money Transfers, and Overseas Drafts Retail Banks and Mutual Institutions Maritime, Mining & Power Credit Union Limited Ireland Street West Melbourne Victoria Australia 3003 Ph: Fax: mail@mmpcu.com.au Web: Maritime, Mining & Power Credit Union (MMPCU) is a member-owned co-operative that has been operating since 1970, serving the needs of its members Australia wide. The services they offer include a complete range of financial services including savings accounts, term deposits, home loans, personal loans, insurance and financial planning. Insurance, Financial Planning and Private/ Retail banking Retail Banks and Mutual Institutions ME Bank PO Box 1345 Melbourne Level Elizabeth Street Melbourne Ph: Web: Members Equity Bank (ME Bank) is 100% Australian owned and was established by industry super funds to provide a banking alternative which focuses on low cost, no frills banking products. ME Bank is owned by Industry Super Holdings and offer competitive, banking products and offer additional savings for those who are members of Australian industry superannuation funds or unions. Private, Retail and Commercial Banking Retail Banks and Mutual Institutions 11

15 Retail Banks and Mutual Institutions Mega International Commercial Bank Level Collins Street Melbourne Ph: Fax: Web: The Mega International Commercial Bank is a subsidiary of Mega Financial Holding Company. It is one of the leading banks in Taiwan. Mega International Commercial Bank Co. Ltd. has come into being as a result of the merger of The International Commercial Bank of China and Chiao Tung Bank. Mega international provides private, retail and commercial banking. Private, Retail and Commercial Banking Retail Banks and Mutual Institutions National Australia Bank Limited (NAB) Level Bourke Street Melbourne Ph: Fax: Web: National Australia Bank (NAB) is one of the four largest financial institutions in Australia in terms of market capitalisation and customers. They offer private, retail and commercial banking products. Private, Retail and Commercial Banking Retail Banks and Mutual Institutions Police Credit Union Limited 121 Cardigan Street Carlton Victoria Australia 3053 Ph: Fax: carlton@policecredit.com.au Web: Police Credit is an Australian credit union. They offer a wide range of financial services to specific sectors of the community emergency services, the health industry and government departments. Insurance, Financial Planning and Private/ Retail Banking Retail Banks and Mutual Institutions Rabobank Level 9 1 Collins Street Melbourne Ph: Fax: melbourne@rabobank.com Web: Rabobank is a financial services provider with offices worldwide. In Australia, Rabobank operates in the following four core businesses; business banking, rabodirect, rural and corporate financial services. Rabobank primarily focus on the food and agribusiness sectors. Corporate Financial Services, Rural Finance and Business Banking Retail Banks and Mutual Institutions 12

16 Retail Banks and Mutual Institutions RBS Group (Australia) Pty Limited Level Collins Street Melbourne Ph: Fax: Web: The Royal Bank of Scotland is a subsidiaries of The Royal Bank of Scotland Group, providing a range of retail and corporate banking, financial markets, insurance and wealth management services. Private, Retail and Commercial Banking Retail Banks and Mutual Institutions The Bank of Tokyo-Mitsubishi UFJ Level Bourke Street Melbourne Ph: Web: The Bank of Tokyo provides financing, hedging and investing solutions to retail, corporate, institutional, personal and governmental clients. Their product suite includes foreign exchange, interest rate derivatives, commodity derivatives, personal banking and money market products. Global Markets, Corporate & Investment Banking, Transaction Banking, Yen Custody and Payment Solution to Financial Institutions Retail Banks and Mutual Institutions The Northern Trust Company 80 Collins Street Melbourne Ph: Web: Northern Trust is a global leader in delivering innovative investment management and financial solutions for institutions and individuals. Northern Trust offer investment and financial services. Investment Management and Banking Solutions Retail Banks and Mutual Institutions TransComm Credit Co-operative Limited 99 King Street Melbourne Ph: Fax: enquire@transcomm.com.au Web: Transcomm Credit Union offers a range of lifestyle products and services for individuals. Transcomm is a member owned organisation focussing on private and retail banking. Financial Services and Private/Retail Banking Retail Banks and Mutual Institutions 13

17 Retail Banks and Mutual Institutions United Overseas Bank Ltd (UOB) Level Collins Street Melbourne Ph: Fax: Web: United Overseas Bank Limited (UOB) has a well-established regional presence, particularly in Asia where they have banking subsidiaries in Singapore, Malaysia, Indonesia, Thailand and China. With their strong foothold in the region, UOB understand the Asian corporate culture and business mindset and are well-placed to create opportunities by linking their customers to their counterparts in Asia. Asset Management, Stockbroking, Insurance, Corporate Finance, Private and Retail Banking Retail Banks and Mutual Institutions Westpac Banking Corporation 142 Elizabeth Street Melbourne Ph: Web: In Australia, Westpac s operations comprise four key customer-facing businesses, operating under the following brands; Westpac Retail & Business Banking, Westpac Institutional Bank, St.George Banking Group, and BT Financial Group, Australia. They provide financial advice and banking products and are one of Australia s largest banks. Financial Advise, Insurance, Private, Retail and Commercial Banking Retail Banks and Mutual Institutions 14

18 Retail Banks and Mutual Institutions 15

19 Investment and other Banks including representative offices This category includes financial institutions that assist individuals, corporations and governments in raising capital by underwriting and/or acting as the client s agent in the issuance of securities. An investment bank is not a deposit-taking institution. 16

20 Businesses in this category: AMP Limited 18 BNP Paribas 18 BT Financial Group 18 Colonial First State 18 Commerzbank 19 Credit Suisse 19 Deutsche Bank 19 Goldman Sachs 19 HSBC 20 ING 20 J.P. Morgan Chase & Co. 20 N M Rothschild 21 17

21 Investment and other Banks including representative offices AMP Limited 750 Collins Street Docklands Victoria Australia 3008 Ph: Web: AMP Limited is a financial services company based in Australia. AMP offer financial planning advice, superannuation, retirement savings and income products, investments, risk insurance and selected banking products. Investment and Insurance Investment and other Banks including representative offices BNP Paribas GPO Box 227E Melbourne Level Collins Street Melbourne Ph: Fax: ip_au@bnpparibas-ip.com Web: BNP Paribas focuses on large Australian and international corporates, financial institutions and institutional investors. They offer a wide range of value-added products and innovative solutions from lending to highly structured transactions. The main focus is on corporate and investment banking, fixed income, energy and commodities (reserve based lending, structured inventory financing, fuel and metal hedges), project finance, export finance as well as trade finance. Market Equities, Global Fixed Income and SRI Investment Investment and other Banks including representative offices BT Financial Group Level Collins Street Melbourne Ph: Fax: Web: BT Financial Group (BTFG) is the wealth management arm of the Westpac Group. BT s core business is providing investment, superannuation and retirement income products, financial advice and insurance options. Investment and Insurance Investment and other Banks including representative offices Colonial First State PO Box 178 Collins Street West Melbourne Victoria Australia 8007 Level Bourke Street Melbourne Ph: Fax: contactus@colonialfirststate.com.au Web: Colonial First State is owned by the Commonwealth Bank Group and is one of Australia s leading wealth management groups. Colonial First State s wide range and investment management expertise spans Australian and global shares, property, fixed interest, credit, infrastructure and private equity. Investment and Superannuation Investment and other Banks including representative offices 18

22 Investment and other Banks including representative offices Commerzbank PO Box 267 Collins Street West Victoria Australia 8007 Level Collins Street Melbourne Ph: Fax: Web: Commerzbank AG is a German global banking and financial services company with its headquarters in Frankfurt am Main, Germany. It is the second-largest German bank after Deutsche Bank. Commerzbank is mainly active in commercial bank, retail banking and mortgaging. Private, Retail and Commercial Banking Investment and other Banks including representative offices Credit Suisse Level Collins Street Melbourne Ph: Fax: pb.australia@credit-suisse.com Web: Credit Suisse Group is a world-leading financial services company, advising clients in all aspects of finance. They provide private, investment banking and asset management services. Banking and Asset Management Investment and other Banks including representative offices Deutsche Bank Level Collins Street Melbourne Ph: Fax: dwsclient.aus@dws.com Web: Deutsche Bank is a leading global banking and financial services company with a substantial private clients franchise. The bank offers financial products and services for corporate and institutional clients along with private and business clients. Services include sales, trading, research and origination of debt and equity; mergers and acquisitions (M&A); risk management products, such as derivatives, corporate finance, wealth management, retail banking, fund management, and transaction banking. Investments, Retail and Private Banking Investment and other Banks including representative offices Goldman Sachs Level Collins Street Melbourne Ph: Web: The Goldman Sachs Group is a leading investment banking firm that engages in global investment banking, securities, investment management, and other financial services primarily with institutional clients. Securities, Investment Management, Investment Banking and Financial Services Investment and other Banks including representative offices 19

23 Investment and other Banks including representative offices HSBC 271 Collins Street Melbourne Ph: Fax: Web: HSBC is a universal bank and is organised within four business groups: Commercial Banking, Global Banking and Markets (investment banking), Retail Banking and Wealth Management (retail banking and consumer finance), and Global Private Banking. In Australia, the HSBC Group offers an extensive range of financial services through a network of 35 branches and offices. Retail Banking, Commercial Banking and Financial Services Investment and other Banks including representative offices ING 570 Bourke Street Melbourne Ph: Web: The ING Group is a global financial institution offering retail banking, direct banking, commercial banking, investment banking, asset management, and insurance services. ING DIRECT (the trading name of ING Bank (Australia) Limited) is the world s leading direct savings bank and is wholly owned by ING Group. Retail Banking, Commercial Banking and Financial Services Investment and other Banks including representative offices J.P. Morgan Chase & Co. Level 23 Bourke Place 600 Bourke Street Melbourne Ph: Web: J.P. Morgan is one of the world s leading investment banks with broad product capabilities in Australia. They are a fully integrated investment bank in Australia, with their brand being used by the investment banking, asset management, private banking, private wealth management and treasury & securities services divisions. Private Banking, Asset and Wealth Management Investment and other Banks including representative offices 20

24 Investment and other Banks including representative offices N M Rothschild Level Collins Street Melbourne Ph: Fax: Web: N M Rothschild & Sons Limited commonly referred to as Rothschild is an English multinational investment banking company, belonging to the Rothschild family. They offer expertise across the full range of financial advisory services. In addition to general M&A and strategic advisory, specialist teams offer financing advice, including restructuring. Private, Retail and Commercial Banking Investment and other Banks including representative offices 21

25 Pension (Superannuation) Funds Superannuation is a union-initiated long-term savings plan designed to help people in their retirement, often called super. Types of superannuation funds include Industry funds run jointly by employers and unions solely to benefit their members and retail funds run by financial institutions for profit. Superannuation funds are similar to pension funds that exist in other countries. For-profit superannuation funds can be located in the Investment section of this directory as they provide a more extensive range of investment services than just superannuation. 22

26 Businesses in this category: AGEST Super 24 AUSfund 24 AustralianSuper 24 Care Super 24 Catholic Super 25 Cbus 25 Combined Fund 25 Equipsuper 25 ESSSuper 26 First State Super 26 FIRSTSUPER 26 HESTA Super Fund 26 HOSTPLUS 27 IRIS Pension 27 Legalsuper 27 LUCRF Super 27 Maritime Superannuation 28 Meat Industry Employees Superannuation Fund 28 Media Super 28 Prime Super 28 Professional Associations Super 29 REI Super 29 TWUSUPER 29 UniSuper 29 VicSuper 30 Victorian Independent Schools Superannuation Fund 30 Vision Super 30 23

27 Pension (Superannuation) Funds AGEST Super Level 5 10 Artemis Lane Melbourne Ph: Fax: trustee@agest.com.au Web: AGEST Super is an industry super fund with membership predominantly from the Commonwealth, Northern Territory and ACT Governments. They offer superannuation, insurance and financial planning. Superannuation Pension (Superannuation) Funds AUSfund Level 31 Casselden Place 2 Lonsdale Street Melbourne Ph: Fax: admin@ausfund.net.au Web: AUSfund (Australia s Unclaimed Super Fund) is an Eligible Rollover Fund (ERF) and a fully complying and regulated superannuation fund under Australian legislation. Generally, ERFs are super funds that receive small, lost and inactive accounts transferred by other super funds. AUSFund s main focus as an ERF is to help members get their superannuation funds back to a regular superannuation fund. Eligible Rollover Fund Pension (Superannuation) Funds AustralianSuper Level Lonsdale Street Melbourne Ph: Fax: @australiansuper.com Web: AustralianSuper provides superannuation to meet a variety of needs. They are consistently amongst the highest achievers and receive the highest possible ratings from the four superannuation ratings organisations that measure the overall quality of a fund. They offer superannuation, insurance and financial planning. Superannuation Pension (Superannuation) Funds Care Super Level 5 53 Queen Street Melbourne Ph: admin@caresuper.com.au Web: CareSuper is an industry super fund that was established to provide people with the means to save for a financially secure retirement. It is the largest industry fund specialising in super for people engaged in professional, managerial, administrative and service occupations. They offer superannuation, insurance and financial planning. Superannuation Pension (Superannuation) Funds 24

28 Pension (Superannuation) Funds Catholic Super PO Box 333 Collins Street West Melbourne Victoria Australia 8007 Level Bourke Street Melbourne Ph: Fax: info@csf.com.au Web: Catholic Super is an Australian industry superannuation fund. They offer superannuation for those that are employed and the self-employed. They offer superannuation, insurance and financial planning. Superannuation Pension (Superannuation) Funds Cbus Locked Bag 999 Carlton South Victoria Australia 3053 Level 28 Casselden Place 2 Lonsdale Street Melbourne Ph: Fax: Web: Cbus is an Australian superannuation fund established to provide superannuation services for members of the building, construction and allied industries, their families and employers. They offer superannuation, insurance and financial planning. Superannuation Pension (Superannuation) Funds Combined Fund Level Queen Street Melbourne Ph: Fax: super@combinedfund.com.au Web: Combined Fund was established in 1959 as Combined Schools Superannuation Fund and is a major provider of superannuation and retirement benefits to the Private Education Sector. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds Equipsuper GPO Box 4303 Melbourne Level William Street Melbourne Ph: Fax: Web: The Fund s trustee, Equipsuper Pty Ltd, is known as a hybrid fund, with proven, high-level competency in managing both accumulation and defined benefit superannuation schemes. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds 25

29 Pension (Superannuation) Funds ESSSuper GPO Box 1974 Melbourne Level William Street Melbourne Ph: Fax: Web: ESSSuper are one of Australia s biggest super funds dedicated to serving Emergency Services and State employees. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds First State Super Level William Street Melbourne Ph: Fax: enquire@firststatesuper.com.au Web: Based in Melbourne, Health Super is a division of First State Super and is an industry superannuation fund that specialises in the Heath and Community Services sector. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds FIRSTSUPER PO Box 666 Carlton South Victoria Australia 3053 Level Arden Street North Melbourne Victoria Australia 3051 Ph: Fax: mail@firstsuper.com.au Web: FIRSTSUPER is an Australian industry superannuation fund for the furniture, joinery, pulp & paper, forest & forest products industries. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds HESTA Super Fund PO Box 600 Carlton South Victoria Australia 3053 Level 20 Casselden Place 2 Lonsdale Street Melbourne Ph: Fax: hesta@hesta.com.au Web: HESTA is the industry super fund for health and community services. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds 26

30 Pension (Superannuation) Funds HOSTPLUS Locked Bag 3 Carlton South Victoria Australia 3053 Level William Street Melbourne Ph: info@mail.hostplus.com.au Web: HOSTPLUS are the industry superannuation fund for the hospitality, tourism, recreation and sport industries. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds IRIS Pension Level 31 Casselden Place 2 Lonsdale Street Melbourne Ph: Web: IRIS Retirement Income was created to help industry fund members to transition from working to retirement. It is also open to members of other superannuation funds. They offer financial and investment advice. Superannuation Pension (Superannuation) Funds Legalsuper Level William Street Melbourne Ph: Fax: mail@legalsuper.com.au Web: Legalsuper specialises in providing superannuation for the Australian legal sector. Anyone can join (whether employed, self employed or spouses) including those working outside the legal profession. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds LUCRF Super PO Box 211 North Melbourne Victoria Australia Bourke Street Docklands Victoria Australia 3008 Ph: Fax: mypartner@lucrf.com.au Web: LUCRF Super is Australia s first industry super fund. They are a public offer fund open to all Australians. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds 27

31 Pension (Superannuation) Funds Maritime Superannuation Level 4 6 Riverside Quay Southbank Victoria Australia 3006 Ph: / Fax: info@maritimesuper.com.au Web: Maritime Super is the largest super fund of its kind for maritime workers, helping members and their families and friends achieve financial security and dignity in retirement. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds Meat Industry Employees Superannuation Fund Level 2 62 Lygon Street Carlton South Victoria Australia 3053 Ph: Fax: Web: Meat Industry Employees Superannuation Fund (MIESF) is an Australian industry superannuation fund, which open to members of the meat industry. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds Media Super GPO Box 4303 Melbourne Level 14 Casselden Place 2 Lonsdale Street Melbourne Ph: Fax: Web: Media Super is an Australian superannuation fund which supports the people working in media, arts and entertainment. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds Prime Super Level Queen Street Melbourne Ph: / Fax: administration@primesuper.com.au Web: Prime Super is the largest provider of superannuation to employers and employees in rural and regional Australia. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds 28

32 Pension (Superannuation) Funds Professional Associations Super PO Box Melbourne Victoria Australia 8007 Level Bourke Street Melbourne Ph: Fax: info@pasl.com.au Web: Professional Associations Super is an industry fund for the retail, recruitment and finance sector. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds REI Super GPO Box 4303 Melbourne Level 7 Suite Queen Street Melbourne Ph: Fax: Web: REI Super is the fund of choice for those working in the real estate profession. REI Super works closely with all the major real estate institutes, franchises and employer bodies to ensure that all real estate staff and employers have access to the super information they may require. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds TWUSUPER Level 25 Casselden Place 150 Lonsdale Street Melbourne Ph: Fax: memberservice@twusuper.com.au Web: TWUSUPER are Australia s largest industry super fund for people in transport and logistics. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds UniSuper Level Bourke Street Melbourne Ph: Fax: Web: UniSuper is the industry super fund dedicated to all who work in Australia s higher education and research sector. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds 29

33 Pension (Superannuation) Funds VicSuper GPO Box 89 Melbourne Level 6 90 Collins Street Melbourne Ph: Fax: Web: VicSuper is a superannuation fund that helps people meet their income needs in later life. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds Victorian Independent Schools Superannuation Fund GPO Box 4324 Melbourne Level William Street Melbourne Ph: Fax: super@vissf.com.au Web: Victorian Independent Schools Superannuation Fund (VISSF) is the Fund for teachers and workers within Australian schools. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds Vision Super PO Box Collins Street East Melbourne Victoria Australia 8003 Level 5 1 Spring Street Melbourne Ph: Fax: memberservices@visionsuper.com.au Web: Vision Super is a public offer superannuation fund open to all Australians. They offer superannuation, insurance and financial planning services. Superannuation Pension (Superannuation) Funds 30

34 Pension (Superannuation) Funds 31

35 Asset Managers: Private Equity and Venture Capital Firms This category includes organisations which invest in companies or company specific projects. Private equity funding is based on business fundamentals that traditionally involve investment into mature companies. In contrast, venture capital funding involves funding into emerging/riskier companies or asset classes. In Australia, venture capital funding is generally involves investments in mining or infrastructure projects. 32

36 Businesses in this category: Austock 34 Industry Funds Management (IFM) 34 33

37 Asset Managers: Private Equity and Venture Capital Firms Austock Level William Street Melbourne Ph: Fax: Web: Austock Group is a publicly-listed, diversified investment and financial services group. The core of Austock s business model is to invest in early stage financial services businesses, leveraging a highly tax-effective structure. Properties, Capital Management, Securities and Life Investment Private Equity and Venture Capital Firms Industry Funds Management (IFM) Level 29 Casselden Place 2 Lonsdale Street Melbourne Ph: Fax: Web: IFM is a world leading investment manager with over $34 billion in funds under management across four asset classes in three of the world s largest pension markets. IFM manages portfolios across infrastructure, listed equities, private equity and debt via a global team based in Australia, North America and Europe. IFM s clients include leading wholesale investor brands, many of whom are also their shareholders. Investment Management Private Equity and Venture Capital Firms 34

38 Asset Managers: Private Equity and Venture Capital Firms 35

39 Asset Managers: Asset Consultants and Research Houses This category consists of asset consultants and research houses which serve the financial services sector. Asset consultants manage the assets organisations in the financial services industry, with an aim of providing targeted returns for these organisations. In Australia, asset consultants manage the assets of the Australian 1.4 trillion dollar superannuation industry. 36

40 Businesses in this category: Bennelong Funds Management Ltd 38 BlackRock Investment Management (Australia) Limited 38 BNY Mellon 38 Bravura Solutions 38 Contango Asset Management 39 Cooper Investors 39 Cygnet Capital 39 Franklin Templeton Australia 39 Frontier Investment Consulting 40 Future Fund 40 Invesco 40 Investec Bank (Australia) Limited 40 IOOF 41 JANA Investment Advisers (JANA) 41 K2 Asset Management 41 Karara Capital 41 LaSalle Investment Management 42 Legg Mason 42 Leyland Private Asset Management 42 Mercer (Australia) Pty Ltd 42 MLC Investment Australia (MLC) 43 Morgan Stanley Investment Management 43 Mutual Limited 43 netwealth 43 PariTrade 44 Prime Value Asset Management 44 Private Client Adviser Services Pty Ltd 44 Pzena Investment Management 44 QIC 45 RBC Dexia Investor Services 45 Rice Warner Actuaries 45 Sequential Project Service 45 SG Hiscock & Company Ltd 46 The Trust Company 46 Towers Watson 46 Trader Dealer Pty Ltd 46 TRU-Markets 47 Tyndall 47 UCA Funds Management 47 Vanguard 47 Victorian Funds Management Corporation (VFMC) 48 Western Asset Management Company Pty Ltd 48 37

41 Asset Managers: Asset Consultants and Research Houses Bennelong Funds Management Ltd Level 2 Bennelong House 9 Queen Street Melbourne Ph: client.services@bennfundsmanagement.com.au Web: Bennelong Funds Management nurtures a growing suite of boutique asset management teams, currently managing $3 billion in Australian equities (small and large caps), as well as market neutral and absolute return hedge funds. Bennelong Funds Management manages the Group s commercial property and long/short Australian equities investments. Fund Management, Commercial Property and Equities Management Asset Consultants and Research Houses BlackRock Investment Management (Australia) Limited GPO Box 225 Melbourne Level Collins Street Melbourne Ph: Fax: ics-australia@blackrock.com Web: BlackRock is an investment company that offer a range of solutions including fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world s capital markets. Investment Asset Consultants and Research Houses BNY Mellon Level Collins Street Melbourne Ph: Fax: Web: Established in 2007 from the merger of Mellon Financial Corporation and The Bank of New York Company. BNY Mellon is a leading investment management and investment services company, uniquely focused to help clients manage and move their financial assets and succeed in the global marketplace. Investment and Assets Management Asset Consultants and Research Houses Bravura Solutions Level St Kilda Road Melbourne Victoria Australia 3004 Ph: Fax: Web: Bravura Solutions delivers business and strategic consulting services. With over 30 years of experience in developing and maintaining large scalable financial systems, over 650 Bravura Solutions employees support clients from sixteen offices around the world. Bravura Solutions software is installed globally, with a range of corporate clients in Australia, UK, New Zealand, Asia, South Africa and Europe. Business Consulting, and Wealth Software Applications Asset Consultants and Research Houses 38

42 Asset Managers: Asset Consultants and Research Houses Contango Asset Management Level Collins Street Melbourne Ph: Fax: Web: Contango Group has been established to provide investors with the opportunity to access the benefits of investment primarily in the Australian share market utilising the portfolio investment and management skills of Contango Asset Management Limited. Contango Asset Management Limited specialises in the management of Australian Equities portfolios for institutional clients. Investment and Asset Management Asset Consultants and Research Houses Cooper Investors Level 1 60 Collins Street Melbourne Ph: Fax: info@cooperinvestors.com Web: Cooper Investors Pty Limited ( CI ) is a specialist equity fund manager with funds under management of approximately A$5 billion. We commenced operations in 2001 and we manage money for a range of clients including large pension and superannuation funds, listed Australian companies, religious institutions, Australian State Government agencies, school endowments, charities and high net worth families. CI is 100% owned by its employees. Investment Management Asset Consultants and Research Houses Cygnet Capital Level Exhibition Street Melbourne Ph: Fax: Web: Cygnet Capital is a privately owned boutique investment and advisory group which specialises in the micro-cap sector, and emerging companies of the Australian equities market. Equity Advisory and Emerging Market Investment Asset Consultants and Research Houses Franklin Templeton Australia Level Collins Street Melbourne Ph: ftclientservices@frk.com Web: Franklin Resources, Inc., is a global investment management organisation known as Franklin Templeton Investments. They manage investment vehicles for individuals, institutions, pension plans, trusts, partnerships and other clients. Investment Management Asset Consultants and Research Houses 39

43 Asset Managers: Asset Consultants and Research Houses Frontier Investment Consulting Level Lonsdale Street Melbourne Ph: Fax: Web: Frontier is an independent specialist Australian asset consulting firm. Frontier provides independent investment and related advice to superannuation funds and other investment clients. Investment, Financial Advice Services and Business Advisory Services Asset Consultants and Research Houses Future Fund Locked Bag Melbourne Level Collins Street Melbourne Ph: Fax: Web: The Future Fund was established as a financial asset fund designed to accumulate financial assets and invest them on behalf of the Australian Government to address the Government s unfunded superannuation liability. The Future Fund is overseen by an independent Board of Guardians who are responsible for investing the assets of the Future Fund and each nation-building Fund in accordance with the legislation and the investment mandates set by Government. Investment Asset Consultants and Research Houses Invesco GPO Box 231 Melbourne Level Collins Street Melbourne Ph: Fax: info@au.invesco.com Web: Invesco Ltd. is an independent investment management company. In Australia, they offer a full suite of global and domestic investment portfolios to help clients build wealth at an acceptable level of risk. Investment Management Asset Consultants and Research Houses Investec Bank (Australia) Limited Level Collins Street Melbourne Ph: Fax: Web: Investec is an international specialist banking and asset management group. It provides a range of financial products and services to a client base in four principal markets: the United Kingdom, South Africa, Australia and Ireland. In Australia they specialises in banking with an international perspective. Asset Management, Property, Capital Markets, Private Retail and Commercial Banking Asset Consultants and Research Houses 40