Corporate Trustee

As a licensed Responsible Entity with a high-touch, tailored approach, we partner with investment managers, wealth advisory groups and asset consultants to build and implement a diverse range of managed investment schemes, including tailored managed accounts and managed funds across a broad range of public and private market asset classes. Leveraging a deeply experienced team with a proven track record of structuring innovative, compliant, and platform-ready solutions, we provide our partners with independent fiduciary oversight and institutional-grade governance frameworks, while ensuring operational coordination across administrators, custodians and unit registries.

As a licensed Corporate Trustee, we have a long history of supporting our partners in structuring and delivering a diverse range of wholesale unregistered managed investment schemes. Our deep expertise and client-led approach allows us to support clients in building sophisticated, tailored unitised funds across private markets, alternatives, and bespoke mandates. We ensure that all schemes are underpinned by an institutional-grade governance framework and are operated in accordance with the governing trust deed or information memorandum, while maintaining oversight of key service providers and supporting operational flexibility and scalability.

We are a leading and specialised Responsible Entity for separately managed accounts that are structured as registered managed investment schemes and delivered through Australia’s largest superannuation and investment platforms. We are a trusted partner to investment managers, asset consultants and wealth advisory firms, leveraging our deep expertise to support the development of well-designed managed account solutions across public and private markets. We ensure that each managed account is underpinned by an institutional-grade governance framework and is operated in accordance with the compliance plan, constitution and the product disclosure statement, while maintaining oversight of key service providers.

We can also provide our partners with comprehensive implementation support across product and structure design, platform implementation, feeder management, client services and third-party operational coordination.