Corporate Client Services

White Papers

We publish papers on a wide range of topics relating to the trustee industry.

Peaks & Valleys in rural plans

The joint parliamentary inquiry into agribusiness schemes is to be applauded for acknowledging that the managed investment scheme regime now requires review.

Download Peaks & Valleys in rural plans article

Structuring Investments into Australia

Australia has a sophisticated regulatory and taxation regime. Careful planning of your investment holding at the initial investment stage may save you considerable costs.  Keep reading to find out some of the key taxation and regulatory issues you need to consider.

Download Structuring Investments into Australia White Paper 

Persistance over 10 years pays off - the role of a professional trustee 

When schoolteachers Allen Ryall and his wife Carol retired and bought a motel in regional Queensland they decided to channel their personal wealth into superannuation, choosing the Employees Productivity Award Superannuation Trust ("EPAS") as their investment vehicle. To them it seemed ideal; it was a Queensland based fund set up for people in the hospitality industry, which they were part of.  

Download Persistance over 10 years - the role of a professional trustee article

Public and Private Partnerships: Infrastructure and Custody paper

Public private partnerships (PPP’s) have been proven internationally to be an effective method for providing infrastructure to the public sector.  Our white paper presents some key factors to consider.

Download Public and Private Partnerships white paper