Treysta Wealth Management – Locumsgroup
WaiverWA-85004
View on ACCC websiteStage
Waiver application
Waiver Application Date
03/01/2026
Determination Published
27/01/2026 (24 cal / 11 bus. days)
Determination
Acquirers
Treysta Wealth Management Pty Ltd
ABN: 87 151 156 222
Targets
Locumsgroup Private Accounting Services Pty Limited
ABN: 66 116 993 670
Locumsgroup Asset Management Pty Ltd
ABN: 71 113 009 626
Locums Nominees Pty Limited
ACN: 084 426 415
Other parties
AZ NEXT GENERATION ADVISORY PTY LTD
ABN: 57 167 960 018
Description
Treysta Wealth Management Pty Ltd (Treysta) proposes to acquire the businesses and related assets of Locumsgroup Asset Management Services Pty Ltd, Locumsgroup Private Accounting Services Pty Limited and Locums Nominees Pty Limited (together, Locumsgroup).
Treysta supplies financial planning and tax and accounting services in Sydney, Brisbane and the Gold Coast. Treysta is partly owned by a wholly-owned subsidiary of AZ Next Generation Advisory Pty Limited, which invests in small-to-medium sized financial advisory and accounting businesses. AZ Next Generation Advisory Pty Limited is a subsidiary of AZ Aust Holdings Pty Ltd, whose major shareholders are funds managed by Oaktree Capital Management LP, a global investment management firm specialising in alternative investments, and Azimut Holding S.p.a., a global asset and wealth management business listed on the Milan Stock Exchange.
Locumsgroup supplies financial planning and tax and accounting services in Sydney.
Timeline & Events
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Merger notified to ACCC
03/01/2026