Managed Investment Schemes

An efficient, professional and cost-effective way to establish a managed investment scheme

With our knowledge of the regulatory compliance requirements of managed investment schemes, you can be sure of dramatically reduced time to market.

Other benefits include:

• Cost effective entry
  Trust can offer scale benefits, and is already licensed, enabling clients to take advantage of our capital cover – Net Tangible Assets (NTA). 
• Risk minimisation
  By leaving your compliance requirements to a local specialist, you can concentrate on your core business.
• Local credibility
  Our brand offers additional credibility to registered and unregistered funds.
• Local knowledge
  Trust can identify counterparties to assist with your local administration, registry accounting and management systems needs.
• Leading local property fiduciary
  Leverage our significant sector experience in property and infrastructure custody.
  
  

Managed Investment Schemes Services

• Responsible Entity compliance oversight and assistance under the Corporations Act including the monitoring of outsourced service providers. Typically these include Investment Manager, Registry, Custody and Audit providers.
• Trusteeship for wholesale unregistered unit trusts to help you maintain compliance regimes with respect to State Trustee Acts and the common law.
• External membership on your compliance committees.