We're a Baker Tilly network member
About Baker Tilly

Funds management

The funds management sector in Australia continues to grow steadily, representing continued potential for wealth creation.
Optimised for growth

Key growth drivers of the funds management industry include increased financialisation across developed economies, ageing populations, the disintermediation of commercial banks and developments in trade-driven capital flows. The global growth of this sector in recent years has resulted in changes across sub-sectors, such as superannuation funds management and managed investment schemes.

Outsourcing is a growing trend, with fund managers increasingly transferring back-office operations to specialist third-party providers to realise efficiency improvements. Fund managers are also using technology to develop digital wealth management platforms, offering clients greater convenience and more robust information. The evolving political and regulatory landscape is creating new challenges and opportunities for fund managers and investors.

Supporting the funds management sector

Leverage our deep understanding of the funds management industry, supported by our prudent approach. We work with a range of funds in the following asset classes:

  • Private and public equity
  • Bonds
  • Property
  • Fixed interest funds
  • Fund of funds
  • Mortgage securities
  • Alternative investments

As the funds management sector continues to change, so too do the opportunities and challenges firms in the sector must face every day.

Opportunities

Technological innovation, big data and the changing investment environment has resulted in opportunities for fund managers to create new investment offerings. This includes the financialisation of the industry across borders, making different investment opportunities and exposure to global markets and asset classes possible for retail, wholesale and institutional investors. Australia’s growing superannuation investment pool, including the increasing popularity of self-managed super funds (SMSFs) and merger and acquisition activity across super funds, will also continue to change the investment landscape in Australia over the coming years.

Challenges

Increasing compliance costs are placing pressure on margins, making the use of technology and other solutions to increase efficiencies increasingly important. Further, growing competition from index fund providers with low-fee offerings is making client retention more critical than ever before.

Your partners in funds management

Fund managers need reliable advisors to help them find and structure suitable investment opportunities and products to maximise returns. With Pitcher Partners, you’ll have access to an expert team that works with over 150 registered managed investment schemes, wholesale funds and fund managers. You’ll also benefit from a high-functioning network of individuals and organisations, which includes competitive committees, board members, financial services firms and investigative groups.

We serve as a strong voice for our clients in this sector and advocate for tax and regulatory changes that impact our clients’ businesses, ensuring you have the help you need for your business.

Our experts

asdfafsdfa Andrew Beitz

Andrew Beitz

Principal

Adelaide


View profile
asdfafsdfa Warwick Face

Warwick Face

Partner

Brisbane


View profile
asdfafsdfa Nick Bull

Nick Bull

Partner

Melbourne


View profile
asdfafsdfa Christian Golding

Christian Golding

Executive Director

Perth


View profile
asdfafsdfa Allan Mortel

Allan Mortel

Partner

Sydney


View profile

Pitcher Partners insights

Get the latest Pitcher Partners updates direct to your inbox

Thank you for you interest

How can we help you?

Business or personal advice
General information
Career information
Media enquiries
Contact expert
Become a member
Specialist query
Please provide as much detail to ensure appropriate allocation of your query
Please highlight a realistic time frame that will enable us to provide advice within a suitable and timely manner. Please note given conflicting demands with our senior personnel, we will endeavour to respond to you within the nominated time frame. If you require an urgent response, please contact us on 03 8610 5477.
Responses to queries submitted via this form (“Response”) are produced by Pitcher Partners Advisors Proprietary Limited and are prepared for the exclusive use and benefit of those who are invited, and agree, to participate in the CRITICAL POINT NETWORK service. Responses provided, or any part thereof, must not be distributed, copied, used, or relied on by any other person, without our prior written consent. Any information provided is intended to be of a general nature and prepared without taking into account your objectives, circumstances, financial situation or particular needs. Any information provided does not constitute personal advice. If you act on anything contained in a Response without seeking personal advice you do so at your own risk. In providing this information, we are not purporting to act as solicitors or provide legal advice. Any information provided by us is prepared in the ordinary course of our profession and is based on the relevant law and its interpretations by relevant authorities as it stands at the time the information is provided. Any changes or modifications to the law and/or its interpretation after this time could affect the information we provide. It is not possible to guarantee that the tax authorities will not challenge a transaction or to guarantee the outcome of such a challenge if one is raised on the basis of the information we provide. To the maximum extent permitted by law, Pitcher Partners will not be liable for any loss, damage, liability or claim whatsoever suffered or incurred by any person arising directly or indirectly out of the use or reliance on the information contained within a Response. We recommend you seek a formal engagement of our professional services to consider the appropriateness of the information in a Response having regard to your objectives, circumstances, financial situation or needs before proceeding with any financial decisions. Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.
CPN Enquiry
Business Radar 2025
Dealmakers 2025
Federal Budget 2025-26
Search by industry