About SUMO SIV
SUMO SIV Pty Ltd (ACN 162 727 353) is a specialist SIV Investment manager with offices in Sydney and Melbourne, Australia. It is part of the SUMO Group, established in 1992, which has clients from all over the world. SUMO SIV is the holder of Australian Financial Services Licence (AFSL) No. 494009.
We are an Australian-based wealth and investment management group with expertise in the full range of investment areas. Our group businesses include high-value wealth management, financial planning for family wealth, and real estate development and sales. Our related entities also provide legal and accounting services in connection with the SIV.
The result of this local knowledge and experience means that you can be assured that your family wealth is being managed and looked after by professional, experienced and results-driven managers.
In wealth management, there is no shortcut to acquiring a solid reputation; it must be earned through years of delivering the highest quality results.
We invite you to learn about the background and expertise of those who make up the Sumo SIV team here, so you can get to know the people who will be tasked with growing your wealth for the long term with the funds from your SIV investments.
SIV Investment Specialist
SUMO SIV is the investment manager of two SIV complying funds.
The SUMO SIV Managed Fund is an Australian Securities and Investments Commission (ASIC) regulated managed fund and it is a complying investment under the pre-1 July 2015 SIV complying investment framework. It was registered as a managed investment scheme by ASIC on 23 July 2013. The Fund’s registration number is ARSN 164 733 260.
For more details on the SUMO SIV Managed Fund and pre-1 July 2015 SIV applicants’ complying investments click here .
Our second managed fund is SUMO SIV Managed Fund No. 2 (ARSN 609 076 824). It is a complying investment fund under the new post 1 July 2015 SIV investment rules introduced by the Australian Government. SUMO SIV Managed Fund No. 2 was registered as a managed investment scheme by ASIC on 16 November 2015. The Fund’s registration number is ARSN 609 076 824.
For more details on our new Fund No. 2 and the new SIV complying investments, click here.
Speak With Us Soon
We look forward to answering your questions and partnering with you to preserve and grow your family wealth long into the future.
For any examples of the kind of questions we can help with, we invite you to visit our Contact page