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

We are legally authorised to act as your wholesale Trustee for any unregistered managed investment schemes. As such, we will be responsible for the compliance and governance of your wholesale trust.

We will ensure that it operates within the terms of the trust constitution, other governing documents and the law. We provide wholesale 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

Our independent Trustee Services team can assist in the establishment of wholesale, unregistered trusts to provide cost effective solutions for specialised risk management and independent oversight.

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

Email
info@trusteepartners.com.au

Phone
+61 (0)3 9097 2800