Our Unique Approach

Trustee Partners can offer you a tailored solution that best suits your needs in meeting your compliance and regulatory requirements in a cost effective and timely manner.

What We Do

At Trustee Partners, we look to partner with clients, working closely with them.  We adopt an innovative and proactive approach to assist clients to achieve their business goals and aspirations, whilst at the same time placing an emphasis on compliance and ‘best practice’ corporate governance.

As the fund’s RE/trustee, we would be responsible for the compliance and governance of the fund. We will ensure that the fund operates within the confines of its trust deed, disclosure documents and the law.

In addition, through our relationship with global custodians, we can also offer competitively priced Custody Services.

What We Offer

Flexibility – Every client is different, and Trustee Partners can adapt to each situation, providing tailored solutions to best meet client needs.  We will work closely with you to ensure that you receive a quality and timely service.

Experience – Trustee Partners has an experienced team to meet all governance and compliance requirements.  ASIC is currently placing more emphasis on improving corporate culture and compliance with the regulatory framework, which makes choosing the right RE/RSE even more important.

Efficiency – Trustee Partners offers a trustee service that can save you time and resources by leveraging off a highly experienced team, allowing you to focus on your core business.

Technology – Trustee Partners is agnostic when it comes to systems which means that we can adapt and provide greater functionality, efficiency and choice within a risk controlled framework.

Benefits

No matter the size of your business, your regulatory obligations are the same.  Trustee Partners can relieve you of the compliance and regulatory burden that trustees are subject to. This includes:

  • Assisting with the preparation and review of scheme documentation, including:
    • Constitution
    • Compliance plan
    • Procedures and registers
    • Offer documents
  • Reviewing business and marketing plans, and other product documentation.
  • Selecting, appointing and monitoring service providers.
  • Liaising with regulators such as ASIC, ATO and Austrac.
  • Lodgement of all documentation as required including financial reports and scheme statements.
  • Ongoing monitoring and adherence to legislative and regulatory requirements.
  • Reviewing and approving product changes.
  • Ongoing monitoring of scheme compliance with scheme documents, including PDS, constitution and compliance plan.

Get in Touch

Melbourne Office
Level 9, 287 Collins Street Melbourne VIC, 3000, Australia

Adelaide Office
50 Hindmarsh Square, Adelaide SA, 5000, Australia

Email
info@trusteepartners.com.au

Phone
+61 (0)3 9097 2800