Trustee Services

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.

Trustee Services

Trustee Partners has an experienced and highly qualified team to assist clients by acting as the trustee for any unregistered scheme.

We will ensure that it operates within the terms of the trust constitution, other governing documents and the law. We provide trustee services to a diverse and growing client base, including fund managers, asset consultants, insurance companies, pension funds, and private wealth managers.

Our highly experienced Trustee Services Team provides the following services for unregistered schemes:

  • Production of offer/disclosure documents.
  • Monitoring of compliance with the Corporations Act and constitution.
  • Oversight of investment decisions.
  • Managing adherence to legislative and regulatory requirements.
  • Appointment and monitoring external service providers including Custodians, Administrators, Investment Managers, and Tax Advisers.
  • Complaints monitoring and resolution.
  • Appointing scheme auditors.

We also have significant experience in replacing existing trustees as required.

Contact Us

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

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


+61 (0)3 9097 2800