Investors

Warakirri provides specialist investment vehicles to meet the needs of charitable, professional and institutional investors across After-Tax Australian Equities Funds, Australian Agriculture Funds and Currency Management. Warakirri specifically manages funds from the relevant tax perspective of investors and employs extensive efforts in implementing strategies which maximise after-tax returns.

Charities and Self-Funded Retirees

Eligible tax-exempt investors not subject to tax, receive the full benefit of franking credits. Warakirri's after-tax offerings are designed specifically with eligible tax-exempt, charitable and philanthropic groups in mind and include:

• The Warakirri Charitable Australian Equities Trusts – Diversified portfolios of listed Australian shares selected by an Investment Committee of very experienced Australian equities investment managers.

• The Warakirri Australian Equities Pensions and Charities Fund – Broadly diversified multi-manager Australian equities fund, designed and managed specifically with pension phase and charitable investors in mind.

Superannuation Fund Investors

In accumulation phase, Australian superannuation members are taxed at a rate of 15% and receive the full benefit of franking credits. Warakirri's offerings are designed and managed specifically with Australian superannuation investors in mind and include:

• Warakirri New Dimensions Fund – Multi-manager Australian equities fund, managed by an exclusive blend of seasoned managers, managing concentrated mandates.

• Warakirri Small Companies Fund – Diversified fund comprising an exclusive blend of specialist small capitalisation managers.

• Warakirri Australian Equities Pensions and Charities Fund – Broadly diversified multi-manager Australian equities fund, designed specifically with pension phase superannuation investors and eligible tax-exempt investors in mind.

• After-Tax Performance Analytics aimed at equipping large institutional investors with the information they require to maximise after-tax returns for their fund members.

• Australian Agriculture offerings which provide institutional investors the opportunity to make a long term investment in the Australian agricultural industry. Warakirri manages two funds in this asset class - a fund focussed on cropping and a fund focussed on dairy farming.

• Access to Currency Management via a relationship with Mesirow Financial Holdings Inc. in Chicago.

Corporate Investors and Sophisticated Investors with a moderate to high tax rate

Warakirri's offerings are designed specifically with Australian 'corporate' rate investors and sophisticated investors with a moderate to high tax rate in mind and include:

• Warakirri Endeavour Fund – diversified multi-manager Australian equities fund, managed by high quality seasoned and emerging Australian equities managers.

• Access to Currency Management via a relationship with Mesirow Financial Holdings Inc. in Chicago.