Managed Investment Schemes

Helping you plan and manage investment schemes that comply with regulatory requirements

The fact is when it comes to managed investment schemes, there are myriad of compliance issues to consider. That's where we can assist.

Responsible entity services
If you operate a registered managed investment scheme with wholesale and/or retail investors, our independent responsible entity service can help you with your compliance and governance responsibilities.

As the responsible entity, our mandate is to always act in the best interests of scheme members. And all the activities we undertake will be made in accordance with the Corporations Act, the constitution, compliance plan and PDS/offer document.

Wholesale trustee services
If you operate a wholesale unregistered trust with wholesale investors, our independent wholesale trustee services can help you with your compliance and governance responsibilities.

As your wholesale trustee, we'll be responsible for the compliance and governance of your wholesale unregistered unit trust - ensuring it operates within the constraints of the trust constitution, the disclosure documents and the law.

Why use The Trust Company?
 We know what we're doing. We've acted as a corporate trustee since 1954, and have a specialised and highly experienced team that is commercially focused and able to help with the most complex of structures. Plus we're independent, so we can help you avoid any potential conflicts of interest, and provide best practice corporate governance.

To find out more about our specialised custody services or any other aspect of The Trust Company, please contact our business development team:

Andrew Cannane, GM Business Development, on (02) 8295 8358
Cec Charter, Business Development Manager, on (02) 8295 8249
Sarah Mattson, Business Development Manager, on (02) 8295 8301
Annalise Thompson, Business Development Manager, on (02) 8295 8243