Thought Leadership

Here we share product, market and regulatory changes that impact our clients, namely fund managers, superannuation trustees, listed companies, family offices and dealer groups.

Access our latest thinking below. We hope you find the articles useful for running your investment business.

23 Jul 18
AML developments for Cayman funds
The Cayman Islands Monetary Authority has released a set of FAQs targeting Cayman-domiciled funds (regulated and un-regulated) and the requirements under the Anti-Money Laundering Regulations (“AMLRegs”) and the requirement to appoint a MLRO, DMLRO and AMLCO.
15 May 18
'A Stronger Economy' is the overarching theme of the 2018/19 Federal Budget
In this year’s Federal Budget there were a diverse range of adjustments to superannuation including changes to insurance for younger members, reform packages to protect super from erosion and restrictions on superannuation account fees were centrepiece of measures announced.
22 Mar 18
Update on Attribution Managed Investment Trust (AMIT) Legislation
The Attribution Managed Investment Trust (AMIT) legislation was passed into law in May 2016 and the new regime can now be adopted by qualifying managed investment trusts. Mainstream is pleased to announce that we are on schedule to cater for AMIT funds for the financial year end 30 June 2018 (FY17/18).
23 Feb 18
Preparing for the Notifiable Data Breach Scheme
The NDB scheme requires organisations covered by the Australian Privacy Act 1988 (Privacy Act) to notify any individuals likely to be at risk of serious harm by a data breach. It is designed to help protect the privacy rights of individuals, and strengthen community trust in businesses and agencies.
01 Feb 18
Fund raising: key points from an industry leading asset allocator
On 1 February 2018, Mainstream Fund Services, CohnReznick, Lippes Mathias, and HedgePort co-hosted an evening of discussion with private equity, venture capital, and hedge fund managers in New York City on what institutional investors look for in fund managers.
09 Jun 17
Update on the Common Reporting Standard
CRS, the single global standard for the collection, reporting and exchange of financial account information on foreign tax residents, requires significant changes to data management, process and technology for fund managers.
28 Apr 17
Australian institutional investors get easier access to Luxembourg UCITS
AFS (Australian financial services) licence relief has been granted by the Australian Securities and Investments Commission (ASIC) for financial service providers regulated by the Luxembourg financial supervisory authority Commission de Surveillance du Secteur Financier (CSSF) to provide financial services in Australia to wholesale investors.
23 Feb 17
Understanding the Attribution Managed Investment Trust (AMIT) regime
The Attribution Managed Investment Trust (AMIT) legislation has now passed into law in Australia. The new provisions are available to be adopted by qualifying managed investment trusts.
20 Dec 16
RG 97: Extension to PDS fee and cost disclosures announced
ASIC has extended the transition period for trustees and responsible entities to comply with Australian PDS fee and cost disclosure requirements. We look at the fee and cost disclosures required under RG 97 and the revised implementation timetable.
03 Oct 16
Four things to know before setting up an exchange-traded fund
If you are looking to expand your asset management business from retail platforms onto exchange traded products like ETFs, here are some tips.

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Over $138 billion in funds are outsourced to Mainstream: