Trustee Services

Your Trusted Partner for Unregistered Managed Investments

Key Benefits
  • Regulatory Expertise

    Our in-depth knowledge of the latest regulations, coupled with a proven governance framework, ensures your scheme remains fully compliant and well-governed.

  • Proven Track Record

    We currently serve as an independent trustee for over 180 unregistered schemes, attesting to our capability in managing a wide range of investments and trust structures.

  • Holistic Service Offering

    Our end-to-end approach means you can rely on a single, trusted partner for all aspects of trustee administration.

Overview

Acting as an independent trustee is more than just a regulatory requirement—it's a commitment to safeguarding investors’ interests.

Our depth of knowledge enables us to expertly navigate the complexities of compliance, governance, and regulatory obligations so you can focus on your core investment strategies.

From ensuring that your trust operates strictly within the boundaries of its trust deed, disclosure documents, and governing laws, to overseeing day-to-day operations and stakeholder communications, our team is dedicated to delivering transparent, efficient, and reliable trustee solutions.

What We Offer
  1. Offer Document Production
  2. Investment Oversight
  3. Legislative & Regulatory Compliance
  4. External Service Provider Management
  5. Scheme Administration
  6. Fund & Unit Accounting

Our Trustee Services

A Comprehensive Approach

Our comprehensive trustee services are designed to help you meet your compliance obligations, safeguard your assets, and maintain transparent operations. We understand that every investment scheme has unique requirements, and our goal is to tailor our services to suit your specific objectives and risk profile.

By partnering with us, you gain access to a team of professionals equipped with in-depth industry knowledge, regulatory expertise, and a commitment to operational excellence. From initial offer document production to ongoing administration, our suite of services helps you streamline processes, minimise risks, and focus on delivering results for your investors.