Marcus Zeltzer

Alternative assets are becoming a greater part of HNW investors' portfolios and our latest research shows that Infrastructure, Private Equity and Private Debt are advisers' top 3 recommended investment options. Praemium offers broad access and seamless integration of alternatives into a diversified client portfolio, with customised tax, performance and attribution reporting to deepen client understanding and satisfaction. Learn more about how we can help your clients access diverse investment opportunities. https://lnkd.in/gqJXe8BZ #alternatives #platform #investmentopportunities #infrastructure #privateequity #wealthmanagement #financialplanning #advice

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Titan Partners is hosting a webinar on Mergers & Acquisitions and Company Valuation trends within the Australian finance and non-bank lending industry. An overview of the webinar structure is as follows: 1. Recent M&A activity and trends: we will provide information on M&A transaction metrics for the finance and non-bank lending industry. 2. Company valuations: we will outline valuation drivers for the finance and non-bank lending industry and delve into specific factors that cause certain companies to be more highly valued than their peers. 3. M&A Growth Strategy: we will provide live examples of how we have advised our clients to add value through M&A strategy. 4. Protecting shareholder value: provide insight into the M&A process and strategies to protect shareholder value. Presenters: Hal Pritchard, Director – Titan Partners Corporate Finance Brad Higgs, Director – Titan Partners Corporate Finance Who Should Attend? Business owners and senior management (i.e., CEOs, CFOs, COOs). Click below to register https://lnkd.in/gktWy8dE

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The latest quarterly Cut Through Venture Australian VC Funding Report has been released 💸 While total funding dropped significantly in Q3, 2024 is on track to finish as the third-largest funding year on record. Key insights: 📉 Total funding declined in this quarter to $695M raised but the total number of deals increased, predominantly due to accelerator round announcements. 🏥 Healthtech had the fifth most funds raised ($59M) and third most deals. 👎 Biotech/MedTech dropped out of the top five for most funds raised, after ranking 3rd in Q2 and 2nd in Q1. 🙌 Healthtech is the third highest sector investors are most excited about, up from 13th place in Q3 2023. ↘️ Biotech/MedTech, however, took a tumble from 10th place in Q2 to 16th this quarter. 🚺 Funding to startups with female founders has increased but predominantly in Angel/Pre-Seed. Check out the full report here: https://loom.ly/QbdUh2A

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Navigating inheritance in Australia is a multi-faceted process that requires diligence and foresight. It's a topic that warrants open conversations and strategic planning, well in advance of its occurrence. By becoming well-versed in the intricacies of this system, you not only secure the transfer of your legacy but also pave the way for financial stability and peace of mind for those you leave behind. https://lnkd.in/gASkAH9F

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Iress Signals Strategic Focus and Optimism in Latest Update In a strategic announcement, Iress Limited, a protagonist in the financial technology landscape, communicated several key moves reflecting a disciplined, forward-thinking executive strategy. Notably, the sale of its Platform business represents a significant tactical decision, allowing Iress to channel its focus and resources into areas with the highest potential for growth and innovation. This deliberate shift towards core competencies underscores a broader trend within the industry towards specialization and efficiency. Further uplifting news comes with the company’s upward revision of its Adjusted EBITDA for FY24. From an executive viewpoint, this not only reflects a commendable performance to date but also instills confidence in the company's future financial health. It is indicative of a strong underlying business model that can successfully navigate market uncertainties and capitalize on emerging opportunities. The transformation program's role in achieving these financial milestones cannot be overstated. Highlighting a successful pivot towards operational efficiency and strategic focus, the program outlines a roadmap that other market players might well envy. Execution of such strategic initiatives demonstrates leadership’s commitment to not just short-term gains but sustainable long-term growth. From an investor’s lens, the potential discussions around reinstating dividends post-target leverage ratios signal prudent financial management and a balanced approach to growth and shareholder returns. It narrates a tale of financial stability and thoughtful allocation of capital. Iress’s outlook for the exit run-rate Adjusted EBITDA by 2024 underlines a confident stride towards future prospects. It embodies the essence of a company not just surviving but thriving in the tech-driven financial sectors through innovation and strategic foresight. For the investor with a keen eye on technology and sustainable investing, Iress offers a narrative of progress, stability, and potential wealth generation. Visit our website: https://loom.ly/EA-NObo #asx #ire #dividends #financialtechnology #iress #latestupdate #corecompetencies #strategy #innovation #growth #smsf

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🌟 Great to be covered by the Australian Financial Review! 🌟 We are thrilled to announce several key updates and achievements at Boman Group: 1. **Proven Fund of Funds Strategy**: Our strategy offers investors access to a global allocation, investment in both growth and defensive sectors, and opportunities at all stages—from early VCs to late-stage PEs. Our Partner Vincent Lu is launching our third fund and expand our regional access, providing even more diversified opportunities for our investors. 2. **New Business Lines**: We have introduced two new business lines—multi-family office services and capital market advisory. These new services are designed to target the intergenerational wealth transfer opportunity and assist Australian Asian businesses in accessing capital, fostering growth and sustainability. 3. **Building a Strong Team**: We are committed to executing our vision with a robust team. Introducing our advisory board is just the first step. Thanks Geoff Lloyd, Naseema Sparks AM, Peter McGregor and Paul Chin, SF Fin for advising us going forward. Their expertise will be instrumental in guiding our strategic initiatives and driving our success. I look forward to working with all friends in our network. Please reach out if there are opportunities to collaborate on: 1️⃣our fund of funds strategy 2️⃣multi-family office service 3️⃣capital advisory and ECM 4️⃣or if you are interested in joining our talented team or have someone to recommend Thank you for your continued support! #boman #fof #familyoffice #capitalmarket #vc #pe #IPO #wealthmanagement

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Attention founders: find your next investor here 👀 We started a crowd-sourced list of ANZ investors for the startup ecosystem back in 2017. Today more than 600 VCs, angels, syndicates, venture debt providers, accelerators and grants have been listed to make navigating funding a little easier for founders. Check out the list via the link in comments, and add your details to the relevant table via the submission forms 👇 🌟 This resource is part of our series highlighting the top ten resources from Open Source VC to help founders shortcut company-building firsts.

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As the banks report their results, what should #investors be looking for? Carlos Cacho from Jarden Australia takes Sean Aylmer through what to watch. Listen here 🎧 https://lnkd.in/eYfyf5qR. #investing #stocks #Banks #podcast

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Family trusts are gaining popularity among Australian families for their asset protection and tax benefits. However, understanding what a family trust is and how it works can be challenging, especially for new parents and families just starting their financial journey. This comprehensive guide aims to demystify family trusts, explaining their benefits, drawbacks, and the steps to establish one. #FamilyTrust #FinancialJourney #RetirementPlanning #FinancialSecurity #InvestmentOptions #SuperBalance #RetirementGoals #TaxTips #SuperConsolidation #InvestmentStrategy #FuturePlanning #SuperReview #RetirementSecurity #FinancialAdvice #SuperannuationTips https://lnkd.in/gT84qPVV

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The remara Credit Opportunities Fund returned 1.16% to investors in May, equating to a 14.53% annualised return (post fees). Our Credit Opportunities Fund is designed for wholesale investors interested in gaining exposure to Australia’s private credit market and seeking to include a growth fund in their investment portfolio. It offers a diverse pool of credit loans secured by tangible assets, ensuring a resilient return to investors in all market conditions. With this fund, you can access a high, risk-adjusted return on investment, enjoy consistent income through monthly distributions, and have the option to reinvest and further grow your wealth. Learn more in our June update below or contact our investment team for more information. https://lnkd.in/gTnkfVC8 Ben Dixon Hugo Hayman *All investments carry risks and target returns are not guaranteed. Past performance is not a reliable indicator of future performance. Wholesale Investors Only Andrew McVeigh David Verschoor

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As demonstrated by the AFR yet again, Private Credit is the hottest investment topic now, but not all Private Credit is equal. Register here: https://lnkd.in/gm7qSfEk to join Jonathan Ng, head of investments at Reach Alternative Investments for insights into the world of private credit, and discover the difference between Global Private Credit and opportunities generally available in Australia.

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💼 𝙏𝙤 𝙗𝙤𝙤𝙨𝙩 𝙮𝙤𝙪𝙧 𝙞𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙨𝙪𝙘𝙘𝙚𝙨𝙨, 𝙮𝙤𝙪 𝙢𝙪𝙨𝙩 𝙨𝙚𝙚𝙠 𝙚𝙭𝙥𝙚𝙧𝙩 𝙖𝙙𝙫𝙞𝙘𝙚, 𝙝𝙚𝙧𝙚'𝙨 𝙝𝙤𝙬: 💼 At Digi-Finmart, we provide the financial expertise you need to make informed, strategic decisions. Our advisors help you navigate the ever-changing market, ensuring you stay on track to meet your financial goals. 📊 Diversifying your portfolio is key to managing risk and safeguarding your wealth. Spreading your investments across multiple assets minimizes the impact of market fluctuations, ensuring steady growth and protection for your financial future. Take the first step toward a stronger, more secure portfolio with personalized advice that fits your unique goals. 🌟 Partner with us today to build the financial future you deserve. 📞 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝘂𝘀 𝗻𝗼𝘄 𝗳𝗼𝗿 𝗮 𝗳𝗿𝗲𝗲 𝟯𝟬-𝗺𝗶𝗻𝘂𝘁𝗲 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝘀𝘁𝗮𝗿𝘁 𝘆𝗼𝘂𝗿 𝗷𝗼𝘂𝗿𝗻𝗲𝘆 𝘁𝗼𝘄𝗮𝗿𝗱𝘀 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘂𝗰𝗰𝗲𝘀𝘀! Visit: https://buff.ly/45Zc1wi 🌟💼 #InvestmentTips #FinanceExperts #PortfolioManagement #SmartInvesting #FinancialGrowth

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The Intelligent Investor Australian Equity Growth Fund (ASX:IIGF) Secondary Offer opens today. https://lnkd.in/eMYu8XSh Although past performance isn’t a reliable indicator of future performance, since inception p.a. the Fund has returned 12.44% compared to the ASX 200 Accumulation Index return of 11.68% over the same time period. IIGF is designed to be a collection of our best ideas. This means finding companies that can grow their profits and dividends consistently over decades to maximise your after-tax returns. Benefits of investing in the Fund include: ✅ A portfolio of 10 – 35 growth stocks. ✅ Low fees – just 0.97% p.a. and no performance fees. ✅ Avoid brokerage costs by investing directly in the Secondary Offer ----- IMPORTANT: This information is general financial product advice only and you should consider the relevant Product Disclosure Statement (PDS), Financial Services Guide (FSG), Target Market Determination (TMD) or seek professional advice before making any investment decision. The PDS for financial products offered through InvestSMART can be downloaded from our website or obtained by contacting 1300 880 160. You should consider the PDS, FSG and TMD before making a decision about a product.

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🎉 OneVentures, Australia's investment powerhouse, is launching its 7th fund! 💰 Aiming to raise a whopping $200M, OneVentures will boost late-stage tech firms attesting remarkable potential. This fund increases OneVentures' total funds under management to over $1B - a milestone worth a thunderous applause! 🎯👏 Focusing on high-growth sectors like AI, tokenisation of assets, digitisation, and health advancements, OneVentures brings an irresistible investment opportunity to life! "It's a great time to invest in growth equity," asserts Founding Partner and Managing Director, Dr Michelle Deaker. Their successful trajectory (a staggering 13x return on last investments) assures us of their expertise and guidance. 💪 Read more 👇 -------------------------- Don't miss out on exclusive insights! Join our free daily newsletter for the latest updates: 📩📩📩 https://buff.ly/3QlzuB6 📩📩 -------------------------- #OneVentures #FundLaunch #Investment #TechGrowth #AustraliaInvestment #VentureCapital #AI

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📽️ Network Effects in Smaller Companies - Netwealth What global small-cap companies in our portfolio are leveraging network effects to gain competitive advantages?   🚀 In this interview, Gavin Harvie, CFA and Andrew Brown, CFA share insights on Netwealth, an Australian savings platform that is reshaping traditional finance with its tech-forward, user-friendly low-cost model.   With its operational synergies, network-driven model and support from Australia’s superannuation system, Netwealth is well-positioned for steady organic growth and long-term compounding potential—while still paying dividends. 🌱 What other small-cap companies do you think are positioned for strong growth through network effects? For more information, watch the video ⤵️ #InvestmentInsights #NetworkEffects #SmallCaps #InvestingWithYou

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