As Australia’s leading independent Responsible Entity (RE) and trustee, we provide a ‘one-stop-shop’ for all facets of funds governance wherever a fund is domiciled. Our resources in the UK and the USA support smooth service globally.

We provide strategic guidance on structures and locations and can establish the fund efficiently and effectively through our robust service model, which harnesses our legal and compliance resources.  We also leverage our existing corporate relationships to create operational efficiencies and work proactively with investment managers and external service providers to ensure a smooth set-up and on-going operation of the fund.

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A World of Experience

We provide comprehensive Responsible Entity Services to fund managers across the globe, enabling them to unlock greater operational efficiency and reducing their regulatory and administrative burdens

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WHAT'S INVOLVED

No matter where a fund is domiciled, it requires a robust governance and compliance structure to provide maximum certainty and efficiency. Whether they are retail, super funds or government, investors appreciate the certainty an independent fiduciary provides, while funds have access to scalable, efficient service.

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Our services 

  • Preparation of the scheme constitution 
  • Registration of the Scheme with ASIC and/or ASX 
  • Issue of disclosure documents 
  • Establishing the compliance plan and monitoring against regulatory and legislative requirements 
  • Appointment and monitoring of external service providers including Custodian, Administrator, Investment Manager and Tax Adviser
  • Lodgements of all regulatory reporting Governance of the framework around schemes, including establishment of a Compliance Committee and ongoing reporting to the Compliance Committee as required by the Corporations Act 
  • Establishment of a member complaints resolution process 
  • Appointment of scheme and compliance plan auditors and co-ordination of external scheme and compliance audits.
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