Article list

Everything from Trilogy Funds Management

Trilogy Funds Management appoints Philip Anthon as Independent Non-Executive Director

From Trilogy Funds Management

Trilogy Funds Management Limited (Trilogy Funds) has appointed experienced financial services executive and director Philip Anthon as an Independent Non-Executive Director, further strengthening the Board’s governance, risk management and funds

continue reading

17 Sep 2026

Trilogy Funds increases lending capability with three key appointments

From Trilogy Funds Management

Trilogy Funds, one of Australia’s leading fund managers of property-backed investments and non-bank lenders to the construction sector, has announced three new appointments to its Financing team, as demand for

continue reading

10 Aug 2026

Australian household wealth hits high at $19.2 trillion, lifted by record property and cash assets

From Trilogy Funds Management

Australian household wealth hit an all-time high of $19.21 trillion in the March 2026 quarter, boosted by record property and cash investments, which sat at $12.98 trillion and $2.0 trillion, respectively, new data

continue reading

01 Jul 2026

Trilogy wins RE vote

From Trilogy Funds Management

Trilogy Funds Management Ltd (Trilogy) is pleased to announce that the meeting of unitholders in the LM Wholesale Management Income Fund was held in Sydney today. The meeting resolved, with

continue reading

02 Nov 2012

Strong support for Trilogy

From Trilogy Funds Management

Trilogy Funds Management Limited (“Trilogy”) announces that the LM Wholesale Fund meeting will go ahead on Thursday 1 November at 9.30 a.m. as scheduled. Reflecting strong support Trilogy has delivered to

continue reading

31 Oct 2012

Investors holding over 48% of units wish to replace LM as the Responsible Entity

From Trilogy Funds Management

Unitholders in a group of mortgage funds – including a significant number of overseas investors – want to replace the Gold Coast-based LM Investment Management (LM) with Trilogy Funds Management

continue reading

09 Oct 2012

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]