Trust Services
One Investment Group provides Trustee Services to unregistered management investment schemes. We hold 6 Australian Financial Services Licences, and act as Trustee for a wide range of asset classes, including real estate, shipping, aviation, hedge funds, infrastructure and private equity.
One Investment Group’s Trustee Services include:
- Producing offer documents
- Monitoring compliance
- Overseeing investment decisions
- Ensuring adherence to regulatory and legal requirements
- Custody services
- Appointing and monitoring external service providers
One Investment Group can also manage back-office solutions, including:
- Scheme administration
- Fund accounting
- Unit registry
- Portfolio valuation
- Unitholder reporting
As part of our Trustee services, One Investment Group can also act as;
1. Special purpose vehicle manager providing:
- Company secretarial services
- Establishing operating procedures
- Independent Directors
- Preparation of financial accounts
- Arranging external tax and audit
- Lodging returns with ASIC and ATO
2. Security Trustee for retail and wholesale issues:
- Convertible notes
- Unsecured and secured notes
- Debentures
- Hybrids
Latest News
- Australia’s Investment Manager Regime – Third and Final Element of Changes Announced
On 16 December 2011, the Federal Government announced the implementation of the third and final element of the Investment Manager Regime (IMR), which, once enacted will apply retrospectively ... - Consultation Paper – Modernising the Taxation of Trust Income
On 21 November 2011, the Government released a consultation paper relating to the broader reforms for the taxation of trusts in Australia. The Consultation paper is directed ... - ASIC seeks to improve prospectus disclosure
ASIC has released new guidance for issuers of disclosure documents, to assist them in producing documents which are “clear, concise and effective”. The guidance is contained in Regulatory ... - New capital requirements for Responsible Entities
On 7 November 2011, ASIC released details of new financial requirements for responsible entities of registered managed investment schemes.Whilst the changes introduce more onerous financial requirements than the ... - Proposals to tighten financial product advertising
5 September 2011 - On 30 August 2011, ASIC issued a consultation paper seeking feedback on proposals to tighten the rules governing the advertising of financial products.The proposals provide product ...
