CCI Asset Management Limited

CCI Asset Management Limited (ABN 65 006 685 856) is an Australian public company specializing in investment management services primarily for faith-based organizations. Established in June 2000 and registered in Victoria, the company operates as a trustee and manager of investment trusts tailored to the needs of nonprofit and charitable entities.

History and Ownership

Originally trading under the name CCI Investment Management Limited, CCI Asset Management Limited has been active in the investment sector since its inception in 2000. In April 2024, the SG Hiscock Group acquired CCI Asset Management, integrating its specialized investment services into a broader financial services framework[1].

Activities and Services

The principal activity of CCI Asset Management Limited is to act as trustee and manager of the CCIAM Trusts. These trusts are designed to provide investment opportunities for organizations, particularly those with faith-based backgrounds seeking sustainable asset management solutions. The company facilitates investments through two main avenues: managed trusts and individually managed accounts, both supported by dedicated specialist teams to assist clients throughout the investment process[1][2].

Regulatory Status

CCI Asset Management Limited is registered as an Australian public company and is active with an Australian Business Number (ABN) 65 006 685 856. It is registered for Goods & Services Tax (GST) and operates under the regulatory oversight applicable to investment management firms in Australia. While it serves charitable organizations, it does not hold deductible gift recipient status and thus does not receive tax-deductible donations[5][4].

Charity Status

The company previously had a charity registration but voluntarily revoked this status, indicating a strategic realignment in its organizational structure and reporting obligations[3].

Summary

CCI Asset Management Limited plays a specialized role in the Australian nonprofit investment space by providing tailored asset management and trustee services designed for faith-based and charitable organizations. Its acquisition by SG Hiscock Group reflects a consolidation aimed at enhancing service capabilities within this niche market.

This article is based on publicly available information as of April 2025.

[1] https://sghiscock.com.au/cci-asset-management/ [2] https://www.acnc.gov.au/charity/charities/5e3bd864-38af-e811-a962-000d3ad24a0d/documents/f83f3a0e-8a3e-eb11-bf6b-000d3a6b0983 [3] https://www.acnc.gov.au/charity/charities/5e3bd864-38af-e811-a962-000d3ad24a0d [4] https://www.gg.org.au/charity/65006685856/cci-asset-management-limited/ [5] https://abr.business.gov.au/ABN/View/65006685856