Our Services

Trustee Partners is a new model for trusteeship in Australia. We give our business partners an edge in the market through proactive risk management, responsiveness, technology and relationships.

We offer corporate trustee services, managed investment scheme and superannuation fund establishment and ongoing support, fund governance and compliance expertise, employee share plan establishment and management, as well as many other related trustee services.

We proactively support your business goals and aspirations – that’s our difference.

Why not outsource some of your administrative burdens by engaging us as your trustee partner for superannuation. We work with you to free your company resources to focus on its core business offering by helping perform many of your regulatory and compliance obligations. Our superannuation trustee business also offers access to innovative investment, insurance and superannuation products
We have significant experience in acting as a Responsible Entity for registered schemes and Trustee for unregistered schemes. We work with wholesale or retail investors and listed or unlisted assets, and our Responsible Entity team can help meet your compliance and governance needs.
Our independent Trustee Services team can assist in the establishment of wholesale, unregistered trusts and provide cost effective solutions for specialised risk management and independent oversight. We also have experience in replacing existing trustees as required.
We are legally authorized to act as your trustee for any Self Managed Accounts (SMA’s) you might like to establish. As such, we will be responsible for the compliance and governance of your investment scheme. We will ensure that it operates within the terms of the trust constitution, other governing documents and the law.
We can establish and manage the ongoing operations of Significant Investor Visa funds. We can provide a range of services to help facilitate Significant Investor Visa structures including Responsible Entity Services for registered managed investment schemes, and Trustee services for unregistered managed investment schemes.

New Financial Products and Funds

Trustee Partners can deliver efficient and compliant financial market entry for international companies into Australia, FinTech entrepreneurs, investment firms, financial planners and advisors.

Trustee Partners can help you establish new superannuation funds and both retail and wholesale managed funds or products. We deliver efficiency and speed of market entry by lending our scale and technological innovation.

Trustee Support and Outsourcing

Trustee Partners provides a variety of trustee support services, including full outsourcing, in partnership with existing funds and financial services institutions.

Many funds are still performing trustee duties – often due to legacy commercial agreements. Outsourcing trusteeship to Trustee Partners as a specialised Trustee can reduce your risk profile and liabilities for your funds. Outsourcing allows the current board and executive members to focus on matters about which they’re passionate.

Our Capabilities

  • Corporate trustee services
  • Public Offer superannuation funds
  • Small APRA funds
  • Managed investment schemes
  • Private equity funds
  • Venture capital funds
  • Fund administration
  • Responsible Entity (RE) compliance
  • Peer-to-peer (P2P) lending products
  • Employee share plans
  • Investor visa schemes
  • FinTech products

Get in Touch

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

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


(03) 9097 2800

Media enquiries

Media phone
+61 (0)3 8672 7826