EOFY Opportunities & Updates - Funding Strategies Connect June 2017

Dear Readers,

The end of the financial year is fast approaching and with it a last minute rush to top up Super and investments in general. 

If you are looking to invest, whether directly or via your SMSF, I encourage you to become a Funding Strategies member and be first to find out about our latest offers: Investment opportunities in growing Australian businesses.

I also invite you to download our current deal list from our website (log-in required, membership is free).

This month I have included:

Happy reading, and please get in touch if we can be of any assistance.

Managing Director 


 Funding Strategies

Funding Strategies is a capital markets firm providing strategic advice, venture equity capital and finance services to small business and companies seeking capital for growth and expansion in the unlisted, pre-IPO and listed capital markets. We specialise in creating and implementing successful funding and capital raising strategies. 

We serve predominately private and public companies, and sophisticated investors, with a broad range of services: 

  • Corporate Advisory
  • Funding Strategies and Investor Ready Services
  • Equity and Debt Capital Raisings
  • Small Scale Offerings and Venture Capital
  • Grant Funding
  • Special Private Placements
  • Stock Exchange Listings
  • Mergers, Acquisitions and Divestments
  • Strategic Trade Sales
  • Technology Commercialization
  • Real Estate Debt and Equity Financing and Restructuring
  • Providing Opportunities for Investors
  • Director and business advisory services
  • Migration Investment SIV 132B VCLP Funds
  • Fund Management

Fund Update 

We provide specialist corporate advisory services in fund structuring, including Trading Funds and Early Stage Venture Capital Funds that have tax-free fund structures (VCLP, ESVCLP). 
Our expert team provides Investment Management and General Partner services around fund management. We can also provide capital raising services once funds have been established. 

We have a strong track record in this space and have completed a number of client fund assignments. 

Please contact us for more information. 
CXi Software Pty Ltd 

"CXi delivers Seed Clients into Beta and increases Development Team"

"CXi software is pleased to announce it has migrated two of its seed clients onto the Beta version its CXi-Registry hosted service. This is an exciting step for the business and CXi looks forward to moving these clients into ‘Live’ status and environments in the coming weeks."
 The Tooth Booth Limited

"Tooth Booth Appoints Board Members"

"Tooth Booth’s Managing Director, Darren Berry, is pleased to announce that the Company has appointed Debra Burden and Laurent Bordes to its Board of Directors.

Both Mr Bordes and Mrs Burden have previously held executive management positions with ASX listed dental services company 1300SMILES."

Trac Group Holdings Ltd 

"Tractile leaves Tesla solar roof tiles in the shade"

Renowned global entrepreneur Elon Musk’s latest product offering, solar roof tiles, are being left in the shade by similar products manufactured by an emerging Australian company. 

Mr Perkins says Tesla’s product launch should boost Trac Group’s own sales because their Tractile Solar Roof tiles far outperformed the Tesla products."
Tailored Superannuation Solutions Ltd 

"Time to replace that bucket"

"Super is good but it’s not yet achieving its retirement objective. However with innovation and TTS it could by tailoring MySuper investment options. Creates a third increase, $5 billion per year - not insignificant to the current $44+ billion Age Pension cost or the 2050 estimated shortfall of $136 billion."

Upcoming Executive Elite Events 

We look forward to meeting with you at the upcoming events held by Executive Elite, of which we are a founding member. 

 PwC R&D

"Get 50% off your FY17 R&D claim service fee
 - ends 30 June"

"If you’ve been thinking about submitting a claim for FY17 R&D activities (conducted from 1 July 2016 - 30 June 2017), Nifty Forms is offering two things:
  1. A free call with a PwC R&D specialist who will assess your eligibility to submit
  2. A hefty discount off our service fee (50% off!) if you’re eligible and pay by 30 June 2017
Nifty Forms is the perfect service to help claim your R&D benefit. You’ll get specialist R&D assistance from PwC, a simple online form to describe your project and fixed and transparent pricing, starting at $499.

Phone 1800 778 939 to discuss your project eligibility with a PwC R&D tax specialist - including how to make a claim for a consecutive year and proper record keeping in the face of recent AusIndustry announcements.

More information and T&Cs can be found here. But hurry, this offer ends on 30 June."


Above: Our team from left to right: 

Ken Freer, Tony Pittorino, Eugenia Arrarte, Steve Hartley, Andrew Michell, 

Mark Rainbird, Birgit Rainbird, Charles Wyatt and Chris Evans

(Absent: Paul Mansfield, Paul Niederer, Gary Bartlam and Stephen Varty)

Funding Strategies Pty Ltd
ACN 161 432 123
Level 5, 15 Astor Terrace, Spring Hill QLD 4000
Telephone +61 7 3160 2840

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