Resources Designed with Investors in Mind
Our resource library is designed to give you the confidence you need throughout your investment journey. Here you’ll find everything from our Product Disclosure Statement (PDS) and Target Market Determination (TMD) to explanatory videos, sector insights, and answers to frequently asked questions, all created to help you make informed decisions with ease.
APPLICATION PROCESS
Applying to invest with Diogenes Funds Management is straightforward - and you won't be doing it alone.
Our Subscription Process Flowchart maps each step from your initial enquiry through to confirmed investment, so you always know where you are and what comes next.
When you're ready to apply, you'll do so through Olivia123 - our secure, purpose-built online application platform.
Our Investor Checklists are designed to guide you through the requirements, so your application is complete, accurate, and ready to move quickly.
Click 'Invest With Us' below to get started.
Click the image to view the DFM Investor Subscription Process
INDIVIDUAL OR JOINT INVESTOR CHECKLIST
CLICK TO DOWNLOAD:
- INDIVIDUAL OR JOINT INVESTOR CHECKLIST
The following information is required for your application:
● Tax File Number
● Bank Account details (BSB and Account number)
● Australian Driver’s Licence or Passport
● Financial Advisors or Agents details (if applicable)
SELF MANAGED SUPERANNUATION FUND (SMSF) INVESTOR CHECKLIST
CLICK TO DOWNLOAD:
- SMSF INVESTOR CHECKLIST
The following information is required for your application:
SMSF
● SMSF name and documentation
● SMSF Trust Deed
● BSB and Bank Account number for the SMSF
● Tax File Number for the SMSF
● Personal details for ALL members of the SMSF (see under “Individual/Member” below)
Corporate Trustee / Trustee Company
● Tax File Number for the Corporate Trustee/s
● ABN/ACN
● AFSL (if applicable)
● Corporate Trustee ASIC Extract
Individual / Member
● Australian Driver’s Licence or Passport
● Financial Advisors or Agents details (if applicable)
TRUST INVESTOR CHECKLIST
CLICK TO DOWNLOAD:
The following information is required for your application:
Trust
● Trust Deed (including all amendments)
● Trust BSB and Bank Account number on Bank Letterhead
● Trust Tax File Number
● Trust ABN
● Personal details for ALL Beneficial Owners/Controllers - (see under “Controller/Trustee/s” below)
Additional requirements for a Trust with Corporate Trustees
● Corporate Trustee ACN
● Corporate Trustee Tax File Number
● Corporate Trustee Regulator other than ASIC – if applicable
● Corporate Trustee Director/s details
● Individual Shareholders Details with more than 25% share
● AFSL Number – if applicable
● Corporate Trustee ASIC Extract
Controller/Trustee/s
● Tax File Number
● Australian Driver’s Licence or Passport
READY TO INVEST
Experience a seamless investment journey with Diogenes Funds Management. Our Investor Support team is available to assist you at every step, ensuring you have the guidance you need.
THE PRODUCT DISCLOSURE STATEMENT
Our Product Disclosure Statement (PDS) is the official document that provides a comprehensive overview of the Diogenes Disability Housing Fund No. 1.
It sets out everything you need to know about the Fund, including its features, strategy, fees, benefits, and risks, as well as your rights as an investor.
The PDS empowers you with the confidence to make informed decisions about whether investing in the Fund aligns with your investment goals. It also explains how Diogenes Funds Management operates and manages the Fund.
While the PDS contains all key information, it does not take into account your personal financial circumstances. We encourage you to read it carefully and seek independent financial advice before making any investment decision.
Click the image to download the PDS
THE TARGET MARKET DETERMINATION
The Target Market Determination (TMD) explains who the Diogenes Disability Housing Fund No. 1 is intended for and the conditions under which it can be offered.
It helps ensure the Fund is distributed appropriately and in line with ASIC’s Design and Distribution Obligations (DDO).
We recommend reading the TMD together with the Product Disclosure Statement (PDS) before investing.
DFM VIDEO LIBRARY
Join Andrew Gray as he navigates every aspect of the Fund, addresses the most pressing questions raised by investors, and clearly explains the fund’s structure. Helping you feel confident and informed as you make your investment decisions.
HAVE A QUESTION WE HAVEN'T ANSWERED
Your questions matter to us. Whether you prefer chatting with our dedicated AI Assistant for quick answers, emailing us for detailed information, or booking a call to speak with our team directly, we are ready to support you.
We look forward to starting the conversation and building a relationship that grows with your investment journey.
Diogenes Funds Management Ltd.
All Rights Reserved.
ABN 73 674 121 352
AFSL No. 557218
The information and advice provided is general in nature and does not take into account your personal objectives, financial situation, or needs. You should consider whether the advice is appropriate for you, speak to a financial advisor, and review the Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making any decision.