Setting it up - a step by step guide

This page shows you the steps involved in setting up your investment club.

Initiating members decide to form club

Most investment clubs start as a result of three or four friends or work colleagues deciding to form a club.

This section of the ASX website explains how to set up and run an investment club. Areas covered include managing the financial side of the club, determining an investment strategy, running club meetings, accounting and taxation considerations, and links to useful resources.

Preliminary discussions on:

Recruit desired number of members

One of the first steps is to decide who else should be invited to join the club.

 

Next topic: The first meeting - roles and responsibilities

Inaugural meeting

Following inaugural meeting

Keep learning!

As well as making use of the ASX website, we recommend you do further research into investment clubs. Getting the right members, setting things up properly and having the management of your club well-organised sets you on the best path for sustained success.