Important Notices

  • Challenge the Mountain Event

    Challenge the Mountain is a premium competitive cycling and road race to be held in Rockhampton, Central Queensland. Capricorn Investment Partners is a proud supporter and Silver Sponsor of the event, which is scheduled in August 2015. CIPL acknowledges the support from its many clients in the Central Queensland area and is a long standing supporter of local initiatives and events. Involving a grueling 600 metre rise over a 5km course, this one is certainly close to heart... Rose Sladden, CIPL’s Client Services Manager in Rockhampton will be competing in the cycling event and Robert Syben, Head of Financial Planning will be travelling up from Melbourne to compete in the run.

    For more information on the event or to register go to http://challengethemountain.net/

  • Merchant Opportunities Fund – Notice of Unitholder Meeting

    CIP Licensing Limited as the Responsible Entity of the Merchant Opportunities Fund (ARSN 111 456 387) gives notice that a General Meeting of Unitholders of the Fund will be held at Merchant Group Pty Ltd, Suite 43, 145 Stirling Highway, Perth, Western Australia at 2pm (Perth time) on 26 February 2016.

    Notice of Meeting, Explanatory Memorandum and voting instructions

  • FOFA Reforms

    As at 1 July 2013 all Advice Providers are now required to provide each fee paying client with a Fee Disclosure Statement within 30 days of the anniversary of their portfolio inception date. Clients will receive these statements automatically throughout the next 12 months with a covering explanation of the information provided. If you have any questions, please call the office on 1800 679 000 or go to www.asic.gov.au/asic/asic.nsf

  • Bookkeeping and other small business services

    We are more than just wealth managers at Capricorn Investment Partners; we also possess deep capabilities in business services and consulting. We have helped many good businesses get on top of their cash flow, debtor & creditor management, and even to raise capital or execute a succession plan.

    In our experience, good records are mandatory for effective business management. We have a team of professional bookkeepers available to take over this important and fundamental task within your business to get your tax, cash flow and management reporting framework up to spec.

    If you own or work in a business that might need assistance please contact us for a free, no obligation initial consultation.