Advisory Services

One Investment Group has 4 entities which are licensed by the Australian Securities and Investment Commission to provide financial and investment advice.

One Investment Group’s corporate advisory professionals provide strategic advice and execution services to corporations, financial institutions and public sector clients who are seeking value-enhancing solutions that complement their growth strategies.

One Investment Group has a boutique corporate advisory division that offers business strategy and corporate advisory services in the following areas:

  • Takeovers
  • Trade sales
  • Negotiated acquisitions
  • Project and structured finance
  • Taxation analysis
  • Capital raising, whether in the form of debt or private equity or by way of initial public offer
  • Investment analysis and financial modelling

One Investment Group’s advisory team has experience in a range of asset classes, including:

  • Real estate
  • Aviation
  • Shipping
  • Private equity
  • Infrastructure
  • Hedge funds

One Investment Group takes a long-term view of its corporate advisory relationships. Accordingly, it aims to generate the majority of its corporate advisory business from referrals and repeat business.

One Investment Group also offers trustee services in Australia and replacement responsible entity services.

Latest News

  • Managed Investment Trusts – March 2013 Update
    The Federal government is continuing it’s commitment to Australia becoming a regional financial services hub with the on-going development of the Managed Investment Trust regime, a concessional withholding tax regime ...
  • Significant Investor Visa
    Complying Managed Investment Scheme One Cash Management Fund On 24 November 2012, the Federal Government introduced a new visa referred to as the ...
  • THE FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA) – FINAL REGULATIONS ANNOUNCED 18 JANUARY 2013
    In an effort to curb perceived tax abuses by U.S. persons with offshore bank accounts and/or investments, the US Congress passed broad, sweeping legislation intended to combat offshore tax evasion ...
  • One Investment Group – Corporate Trust Openings
    One Investment Group is expanding its services to include the provision of Custody and Trustee services for structured finance transactions.  One Investment Group is now able to provide a full ...
  • SIGNIFICIANT INVESTOR VISA
    The new Significant Investor Visa was launched on 24 November 2012. The new visa program provides Australian companies and fund managers with an opportunity to market products to high net ...