Wholesale investment funds are a sophisticated vehicle designed for experienced investors looking to access tailored, high-value financial strategies. At Boman Group, we work closely with our licensed affiliate, BMYG Capital, to deliver comprehensive solutions for fund managers and professional investors seeking to launch or manage wholesale investment structures.

Whether you’re establishing a fund or navigating compliance and administration, understanding wholesale investment funds — and having the right advisory partner — is key to success.

What Are Wholesale Investment Funds?

Wholesale investment funds are managed investment schemes available only to wholesale (or “sophisticated”) investors under the Corporations Act 2001 (Cth). These investors typically meet asset/income thresholds or possess a high level of financial literacy.

Unlike retail funds, wholesale funds offer:

• Greater flexibility in structure

• Reduced disclosure obligations

• Tailored strategies not available to the general public

These funds are widely used by high-net-worth individuals (HNWIs), family offices, fund managers, and institutional investors.

Key Components of a Wholesale Fund Solution

Through its partnership with BMYG Capital, Boman Group offers a full-service solution for wholesale managed investment funds. Here’s what it includes:

1. Trustee & Custody Services

BMYG Capital acts as trustee and custodian, handling:

• Trust deed and fund structuring

• Investment management and service provider agreements

• Bank account setup and oversight

• Offer document issuance and regulatory compliance

2. Fund Administration

Full back-office management including:

• Unit pricing and NAV calculations

• Distribution payments and tax reporting

• FATCA & CRS compliance

• KYC/AML processing and unitholder registry

3. Fund Accounting & Reporting

• Annual audits and BAS returns

• Management and performance fee calculation

• Real-time financial reports in English and Chinese

• Seamless system integration with your finance team

4. AFSL Corporate Licensing Support

Operating under an Australian Financial Services Licence (AFSL) can be complex and costly. Boman Group, via BMYG, supports:

• Corporate authorised representative (CAR) appointments

• Compliance monitoring and coaching

• Professional development and advice process training

Why Choose Boman Group?

At Boman Group, we don’t just offer access to wholesale investment fund infrastructure — we deliver turnkey strategic solutions through BMYG Capital’s premium platform.

Our value:

• AFSL-backed advisory with full compliance assurance

• Bilingual reporting & support for cross-border clients

• Integrated legal, tax, and fund admin ecosystem

• Fixed-fee transparency with no revenue split surprises

Our clients include boutique fund managers, wealth advisory firms, and family offices who rely on us to launch and scale their investment products confidently.