Terms of use.
This website is published by Paradigm Shift Asset Management Pty Limited ABN 91 639 918 022 (we, us, Paradigm). Using this website is your agreement to these terms as amended from time to time. Please take the time to read them. Contact us if you have any questions or suggestions.
Paradigm Shift Southern
Evolution Trustees Limited ABN 26 611 839 519 AFSL 486 217 is (or soon will be) the trustee for Paradigm Shift Southern (Paradigm Shift | Southern, the Fund), an Australian resident open-ended unit trust, a ‘managed investment scheme’, but not one registered by the ASIC or any other regulator.
Paradigm is the investment manager for the Fund appointed by Evolution. Paradigm is (or soon will be) a corporate authorised representative of corporate authorised representative Sanlam Private Wealth Pty Ltd ABN 18136 960775 AFSL 327 927 (the CAR Issuer).
Read the Information Memorandum
Read the Fund’s information memorandum (Information Memorandum) and the relevant Investment Summary for each investment – much like a term sheet. It explains what you need to know about the Fund before investing. When we speak about the information memorandum, we include reference to each Investment Summary. You can obtain a copy from this website or at www.evolutiontrustees.com.au.
For some investments, we may also set up an Investment Library – often a drop box or similar – where more details about particular investments are made available online, for the most part provided by the companies we are offering – financial statements, more detail about the company’s operations to date and its plans, for example. The Investment Summary will flag if there is an Investment Library for that investment. We don’t require you to access this, but encourage you to do so.
The Information Memorandum is prepared for general information only. It is not intended to be a recommendation by the Trustee, Paradigm or the CAR Issuer, or any associate, employee, agent or officer of any of them (a Relevant Person) or any other person to invest in the Fund.
Communications to investors and potential investors, including the Information Memorandum, this website and webinars and live streams, have been prepared to provide you with general information only. In preparing communications, no one takes into account the investment objectives, financial situation or particular needs of any particular person. No communication is intended to take the place of professional advice. You should consider whether the information is appropriate for you, having regard to your objectives, financial situation and needs, and you may want to seek professional financial advice before making any investment decision.
The investments we offer reach to the future, and yes, nothing about the future is known for sure. Statements about the future, intentions, anticipated performance, others, may prove to be incorrect. Risks are real, and although we screen every investment we offer with great care, you would be wise to consider investments available through Paradigm Shift Southern high risk. As with almost all investing, at Paradigm Shift Southern you can lose as well as make money. The capital you invest, you making returns: they’re not guaranteed. Things that happened in the past, such as past performance, are not always a reliable indicator of what may happen going forward.
Units in the Fund are offered and issued by the Trustee on the terms and conditions described in the Information Memorandum. You should read the Information Memorandum in its entirety because you will become bound by it if you become a direct investor in the Fund.
What else?
Paradigm Shift Southern is only available to wholesale clients. If you are investing less than AUD 500,000, having an Accountant’s Certificate is the easiest way to get going. If that is new to you, speak to your accountant, or contact us and we can explain. In any case the minimum investment is usually USD 400,000 (around AUD 550,000), with lesser amounts at our discretion.
The Fund is an unlisted, registered open ended managed investment scheme structured as a unit trust and domiciled in Australia.
The offer to which the Information Memorandum relates is only available to persons receiving this Information Memorandum in Australia (electronically or otherwise). This Information Memorandum does not constitute a direct or indirect offer of securities in the US or to any US Person, or in fact in any place other than Australia.
This website is designed to meet only the laws of Australia, and only those laws relevant to wholesale clients as the Corporations Act defines this.
If you have complaints regarding the Fund, refer to the Information Memorandum. If you have complaints regarding this website, contact Paradigm. In any dispute arising from this website, the laws in New South Wales apply, and you consent to the exclusive jurisdiction of the courts of New South Wales.
We take reasonable care in the maintenance of information on this website. But changes can happen quickly and so we cannot promise that this website is always up to date, always available or virus or third-party cookie free.
We and the Trustee are committed to protecting your personal information. A summary of our respective privacy policies are available on our respective websites.
This website and all which it displays are our property, or we have the right to use and reproduce it. They are protected by copyright, trademark and other intellectual property laws. You may reproduce information for your personal use only. We reserve all other rights.
There may be links on this website to other places on the web – we are not responsible for those places or what happens there.
Unless otherwise stated, all figures are in Australian dollars and include GST. Any examples used on this website are not exhaustive.
To the extent permitted by Australian law, all obligations which might otherwise be implied or imposed on a Relevant Person by law or equity in relation to this website and any information found here are expressly excluded to the extent permitted by law. To the extent permitted by Australian law, loss arising to you from use of this website and that information is limited to resupply of the relevant services. Under no circumstances will any Relevant Person be liable for any special or consequential damages.
We may amend this website without telling you. You must not modify this website. We may place advertising on this website: if you use an ad blocker, we may restrict your access. Contact us if you wish to link to this website.
This website is published by Paradigm Shift Asset Management. No other Relevant Person is responsible for this website, nor for information found here except to the extent they specifically take responsibility for it or to the extent that law which cannot be excluded makes them responsible.