TERMS, DISCLAIMERS
& PRIVACY

The information contained on this website is general in nature and does not constitute personal financial advice. It has been prepared without taking into account your personal objectives, financial situation, or needs.

Before acting on any information contained on this website, you should consider the appropriateness of the information having regard to your personal objectives, financial situation, and needs. You should obtain professional advice tailored to your specific circumstances.

Past performance is not a reliable indicator of future performance. All investments carry risk, and you may lose some or all of your capital. Performance figures quoted are before fees and taxes unless otherwise stated.

1. Acceptance of Terms

By accessing and using this website, you accept and agree to be bound by the terms and provisions of this agreement. If you do not agree to these terms, you should not access or use this website.

2. Investment Services

Austral Asset Management provides investment management services to wholesale and sophisticated investors as defined under the Corporations Act 2001 (Cth). All investment services are subject to a signed Investment Management Agreement and relevant disclosure documents.

3. Risk Disclosure

All investment strategies involve risk, including the risk of capital loss. The value of investments may go down as well as up. Investors should be aware that fluctuations in exchange rates, interest rates, equity markets, and commodity prices may affect returns.

4. No Guarantee

No guarantee or warranty is given regarding future performance, return of capital, or achievement of investment objectives. Historical performance is not indicative of future results.

5. Intellectual Property

All content on this website, including text, graphics, logos, and data, is the property of Austral Asset Management or its licensors and is protected by Australian and international copyright laws.

Collection of Information

We collect personal information necessary to provide investment management services, including name, contact details, financial information, tax file number, and investment objectives. Information is collected directly from you through application forms, correspondence, and interactions with our staff.

Use of Information

Personal information is used to provide investment services, comply with legal obligations, communicate with you regarding your portfolio, and improve our services. We do not sell, rent, or trade your personal information to third parties.

Disclosure to Third Parties

We may disclose personal information to service providers (custodians, administrators, auditors), regulatory bodies as required by law, and professional advisers. All third parties are bound by confidentiality obligations.

Security

We implement appropriate technical and organizational measures to protect personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet is 100% secure.

Access and Correction

You have the right to access and correct your personal information held by us. Contact our Privacy Officer at [email protected] to request access or correction.

If you have a complaint about our services, please contact us in writing:

Email: [email protected]
Mail: Complaints Officer, Austral Asset Management Pty Ltd, Level 12, 101 Bathurst Street, Sydney NSW 2000

We will acknowledge receipt within 24 hours and provide a substantive response within 30 days. If you are not satisfied with our response, you may escalate to the Australian Financial Complaints Authority (AFCA):

Website: www.afca.org.au
Email: [email protected]
Phone: 1800 931 678