Appendix 1 - Submissions and additional information

Appendix 1Submissions and additional information

1Marquette Properties

2Name Withheld

3Name Withheld

4Mr Peter M Milford

5Mr Harvey Kalman

6Stockbrokers and Investment Advisers Association

7Arcana Capital Pty Ltd

8Interactive Brokers Australia Pty Ltd

9Mr Bruce Gleeson

10QVG Capital

11Ord Minnett

12Tech Council

13Australian Law Reform Commission

14Giant Leap

15Halo Funds Management

15.1 Supplementary to submission 15

16Australian Investment Council

17Bayley Stuart Investment Management Pty Ltd

18ANGAS Securities

19Angel Groups Australia

20One Investment Group

21Security Capital Australia

22Aussie Angels

23Kit Legal Pty Ltd

24Insurance Brokers Code Compliance Committee

25Burrell Stockbroking and Wealth Management

26M8 Ventures

27Pepperstone Group Limited

28Australian Financial Complaints Authority

29Wilson Asset Management

30Self Managed Super Fund Association

31Dale Advisers Pty Ltd

32Queensland Consumers Association

33Alternative Investment Management Association Australia

34Property Funds Association

35GippsTech

36Natgen

37First Nations X

38Hall and Wilcox

39IG

40Name Withheld

41Law Council of Australia

42Australian Banking Association

43Medical Technology Association of Australia

44Financial Services Council

45Wholesale Investor

46Morgans Financial Limited

47Property Council of Australia

48Herbert Smith Freehills

48.1 Supplementary to submission 48

49Financial Advice Association of Australia

50Sydney Angels Incorporated

51Australian Shareholders' Association

52Australian Financial Markets Association

53360Certainty Pty Limited and Avenir Capital Pty Ltd

54King and Wood Mallesons

54.1 Supplementary to submission 54

55Hamilton Locke

56Chartered Accountants Australia and New Zealand, CPA Australia, Institute of Public Accountants, SMSF Association

56.1 Supplementary to submission 56

56.2 Supplementary to submission 56

57Marq Trustees

57.1 Supplementary to submission 57

58PAC Partners

59Quintessential

60Oliver Hume Property Funds

61Haben Property Fund

62Australian Securities and Investments Commission

63TG Financial

64Flying Fox Ventures

65King Irving

66Dr David Millhouse

67Professor Pamela Hanrahan

68Name Withheld

68.1 Supplementary to submission 68

69Dr Mark Humphery-Jenner

70Mr Geoff Prudames

71Dr Stephen English

72Mr Darrell Lantry

73Mr Malcolm Dean

74Mr Harvey Crapp

75Mr Ross Levinsohn

76Mr Andrew Leitch

77Professor David Stern

78Mr Richard Fernandez

80Mr Michael Noakes

81Mr Colin Peake

82Mr Stuart Snyder

83Mr Stephen Martin

84Suwei Chan

85Mr Frank Sowden

86Mr Adrian Bunter

87Mr Michael Hannell

88Mr Gail Macaulay

89Mr David Elliott

90Mr Constantine Frantzeskos

91Mr Julien Sanderson

92Mr Jordan Green AM

93Antares Services Pty. Ltd.

94Mr Rob Davis

95Name Withheld

96Name Withheld

97Name Withheld

98Name Withheld

99Name Withheld

100Name Withheld

101Name Withheld

102Name Withheld

103TEN13

104Brisbane Angels Group Limited

105Piper Alderman

106Victorian Government

107Insurance Council of Australia

108Australian Securities Exchange

109Wade Institute

110Name Withheld

111Smart Compliance

112Mr Mark Serry

113Tenacious Ventures

114Melbourne Angels, Inc.

115Corrs Chambers Westgarth

116Mr Paul Dortkamp

117Australian Information Industry Association

118Mr Andrew Scott

119Stronghold Investment Management Pty Ltd

120Mr Richard Wilkins

121Andrew Patrick

122Southern Angels

123Preston Rowe Paterson

124Urban Development Institute of Australia (National)

125Vasco Group

126Consumers’ Federation of Australia

127Angel Loop Ltd

128Confidential

Answers to questions on notice

1Mr Rob Davis, Regulator regimes for management investment schemes versus early stage companies, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 3 October 2024 (received 3 October 2024)

2Sydney Angels, Wholesale scheme collapses, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 3 October 2024 (received 3 October 2024)

3Aussie Angels, Thresholds in overseas jurisdictions, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 3 October 2024 (received 3 October 2024)

4Alternative Investment Management Association, Response to AFCA and ASIC submissions, answers to questions on notice asked at a public hearing from Senator Deborah O'Neill and Senator Paul Scarr, 3 October 2024 (received 18 October 2024)

5ASIC, ASIC's submission to the inquiry, answers to written questions on notice from Senator Paul Scarr, 14 October 2024 (received 28 October 2024)

6Property Funds Association, various answers, answers to questions on notice asked at a public hearing from Senator Deborah O'Neill and Senator Paul Scarr, 4 October 2024 (received 28 October 2024)

7Australian Investment Council, Benefits or disadvantages of capital-raising options, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 4 October 2024 (received 31 October 2024)

8Insurance Council of Australia, Economic cost of existing systems, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 3 October 2024 (received 30 October 2024)

9ASIC, AFCA referral, answers to questions on notice asked at a public hearing from Senator Deborah O'Neill, 4 October 2024 (received 31 October 2024)

10ASIC, Engagement with accounting bodies, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 4 October 2024 (received 31 October 2024)

11ASIC, Crowd source funding, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 4 October 2024 (received 31 October 2024)

12ASIC, Possible exclusions from the net asset test, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 4 October 2024 (received 31 October 2024)

13ASIC, Indexation of thresholds, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 4 October 2024 (received 31 October 2024)

14ASIC, Qualified Accountant’s Certificates, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 4 October 2024 (received 31 October 2024)

15ASIC, Sophisticated investors, answers to questions on notice asked at a public hearing from Senator Deborah O'Neill, 4 October 2024 (received 31 October 2024)

16Australian Banking Association, various answers, answers to questions on notice asked at a public hearing from Senators Deborah O'Neill and Paul Scarr, 4 October 2024 (received 1 November 2024)

17Financial Services Council, various answers, answers to questions on notice asked at a public hearing from Senators Deborah O'Neill and Paul Scarr, 4 October 2024 (received 1 November 2024)

18Ms Glenda Hanson, Exclusion of principal place of residence, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 3 October 2024 (received 21 October 2024)

19CPA Australia, various answers, answers to questions on notice asked at a public hearing from Senators Deborah O'Neill and Paul Scarr, 4 October 2024 (received 8 November 2024)

20Wilson Asset Management, New Zealand model following amendments to capital raising settings, answers to questions on notice asked at a public hearing from Senator Deborah O'Neill, 4 October 2024 (received 7 November 2024)

21Medical Technology Association of Australia, various answers, answers to questions on notice asked at a public hearing from Senators Deborah O'Neill and Paul Scarr, 4 October 2024 (received 7 November 2024)

22Chartered Accountants Australia and New Zealand, various answers, answers to questions on notice asked at a public hearing from Senators Deborah O'Neill and Paul Scarr, 4 October 2024 (received 8 November 2024)

23Institute of Public Accountants, various answers, answers to questions on notice asked at a public hearing from Senators Deborah O'Neill and Paul Scarr, 4 October 2024 (received 8 November 2024)

24Australian Investment Council, Market interaction with superannuation and forward-casting perspectives for risk management, answers to questions on notice asked at a public hearing from Senator Deborah O'Neill, 4 October 2024 (received 18 November 2024)

25Australian Financial Complaints Authority, Grounds for Treasury recommendations, answers to questions on notice asked at a public hearing from Senator Paul Scarr, 4 October 2024 (received 11 November 2024)

Tabled documents

1Startup Coalition, An open letter to the Chancellor, 25 January 2024. Tabled by Senator Paul Scarr at the public hearing on 3 October 2024.

2Mr Tony Negline, Corps Act and Regs financial services provisions for retail clients only. Tabled by Mr Tony Negline at the public hearing on 4 October 2024.