• (02) 8277 0000
  • Address: Level 16 Governor Macquarie Tower, 1 Farrer Place, Sydney NSW 2000
One Investment Group reverse colour logo
Contact

Custody Services

As a leading custodian in Australia, we have considerable experience in providing custody services.

Let's talk

The funds management industry plays a critical role in allowing Australians to build wealth, making it crucial for a fund’s assets to be well protected. Employing a custodian can be an effective way to protect investors and safeguard the assets of a managed investment scheme against the risk of theft or loss if, for example, liquidation of the responsible entity or trustee occurs.

In addition to asset protection, appointing an independent custodian allows the Responsible Entity/Trustee and investment manager to concentrate on the fiduciary and investment management functions of the fund, achieving better results for investors, promoting transparency, demonstrating excellent corporate governance and boosting investors’ confidence.

Why Choose Us?

One Investment Group offers a wide range of custody services to assist in the management and safeguarding of asset portfolios that can be tailored to your needs. Our reputation is built on the specialists within our business, our dedicated client relationship model and a highly responsive service.

As a custodian, we hold scheme assets on trust and follow a strict asset registration process to ensure they are both identifiable and properly segregated from other trust assets. We hold title to the assets (e.g. through PPSRs registrations and tokens or PEXA), physical custody of deeds, bank guarantees, maintain bank accounts and enter into contracts on behalf of the scheme.

We Provide.

We provide custody services for a range of wholesale and retail investment products such as:

  • Property syndicates
  • Listed property trusts
  • Credit Funds
  • Listed investment companies
  • Equity and fixed interest trusts
  • Mortgage funds
  • Water funds
  • Agricultural schemes
  • Retirement villages
  • Funds of funds
  • Private equity trusts
  • Venture capital trusts
  • Carbon trading funds

Comprehensive Services.

Our custody team offers the following services:

  • Legal ownership of scheme assets
  • Global custody services through our global custodian Bank of New York
  • Holding and recording cash and money market transactions in identifiable accounts
  • Provision of on-line banking and Real Time Gross Settlement (RTGS) facilities
  • Making payments based on client's instructions incuding electronic funds transfers, bank cheques, RTGS and Telegraphic transfers
  • Receipt and recording of all custody and income maturities
  • Reconciliation of bank accounts
  • Holding and recording scheme title documents in secure, fire rated and scheme segregated facilities
  • Execution of documents in accordance with client proper instructions relating to the scheme assets including leases, sale and purchase agreements, debt facilities and documents for corporate actions
  • Quarterly compliance reports, confirmations of net tangible assets and asset confirmations
  • Annual GS007 audit of our control environment

In addition to Custody Services, One Investment Group’s Corporate Trust team provides Trustee services for sericitisation transactions, can act as Escrow Agent and Note Trustee for retail and wholesale issues. One Investment Group’s Corporate Trust business is considered one of Australia’s leading providers of corporate governance services  to the financial services industry.

You may be interested in...

Registry Services

One Registry Services, a One Investment Group subsidiary, is a premium provider of dependable and cost effective registry services for financial market participants in Australia
Learn More

Trustee Services

We are authorised by our Australian Financial Services Licences to act as a trustee to unregistered managed investment schemes
Learn More

Fund Administration

Unity Fund Services, an affiliate of OIG, provides a comprehensive range of fund administration, accounting and taxation services to fund managers
Learn More

Get in Touch.

  • (02) 8277 0000
  • Level 16 Governor Macquarie Tower,
    1 Farrer Place, Sydney NSW 2000

Get in touch with the one investment team

Contact Us
One Investment Group reverse colour logo

One Investment Group is an independent funds management business specialising in providing Responsible Entity, Trustee, Custody and Administration services.

Read More

Contact Information

resources

We acknowledge the Traditional Custodians of the land on which our office stands. The Gadigal people of the Eora Nation, and pay our respects to Elders past, present and emerging.

Copyright © 2025 One Investment Group. All rights reserved.

Linkedin

Follow us on LinkedIn

Close

John O’Leary

Director, Corporate Trust

John has over 19 years’ experience in the financial services industry working for a number of both domestic and global organisations. 

Prior to joining OIG, John worked for UBS, State Street, RBC, NAB Asset Servicing and MLC and has extensive experience in investment operations, custody and administration. 

John has a Bachelor of Arts Degree in Accounting and Finance from Athlone Institute of Technology and a post graduate Higher Diploma from Maynooth University. 

Close

Emma Brown

Director, Finance & Taxation

Emma has over 17 years’ experience in accounting and taxation working largely in chartered accounting firms servicing clients from various industries including professional services and real estate. Throughout this time Emma has partnered with various business leaders in delivering quality professional advice and commercial insight. 

Emma has a Bachelor of Commerce from University of Newcastle, is a member of Chartered Accountants ANZ and is a registered tax agent. 

Close

Garry El Hassan

Head of Registry Services

Garry comes to OIG with close to 20 years experience in the Financial Services Industry. Garry’s wide ranging financial services experience encapsulates operational functions within Registry, listed and unlisted asset management, Regulatory Reporting, Systems and Platform Management, AML/CTF Management, Remediation and Complaints  Management, and Deceased Estates Management.  

As systems owner across multiple organisations, Garry has been instrumental in the implementation and development of Registry and Advice systems from inception to maturity. With a history of developing high performing teams and elevating organisational capacity and efficiency, Garry has built a brand in the industry around seeing opportunities for development and transforming them into functional deliverables that have significant uplift for organisations and the clients. 

Notable positions Garry has held include various management roles at Macquarie Wrap Adviser Services, CommSec CBA, State Super Financial Services, First State Super and Aware Super. Garry has a Bachelor’s of Economics/ Managerial Economics from Western Sydney University. 

Close

Monique Sheehan

Director, Client Services

Monique is a highly experienced financial services executive with an extensive background spanning over 25 years. She has held key leadership positions in both domestic and global organisations with experience including investment operations, capital markets, platform operations, custody, fund accounting, and middle office. 

Monique brings her wealth of expertise and professionalism to One Investment Group gained from her diverse roles across Macquarie Bank Ltd, State Street Australia Ltd, Australian Unity, Link Group and OneVue. 

Close

Lisa Wilson

Head of Fund Services

With over 25 years of experience in the Custody and Fund Services industry, Lisa has managed all client operational functions including Fund Accounting, Financial Reporting, Tax, Private Equity, Middle Office, Platform and Unit Registry.  

While initially beginning her career in Fund Accounting, Financial Reporting and Tax, she soon began to build a brand as someone who could take teams through a change journey and has done so on various business transformations including IFRS and TOFA implementations, off-shoring of processes, platform migrations, on-boarding large clients, establishment of new functions and a business closure. Lisa has since been specialising in evolving operating models and leading people through change to build high performing teams. 

With her career spanning across Australia, UK, USA and Luxembourg, Lisa brings a wealth of experience in global and local organisations. Lisa is a CPA and has a Bachelor of Commerce from the University of Western Sydney. 

Close

Tom Hure

Chief Financial Officer

Tom has over 25 years’ experience as a financial executive having led teams at listed, unlisted, joint venture, divisional, national, and government levels. Tom’s industry experience includes financial services, transport, real estate, leasing, funds management, and structured finance.

Prior to joining OIG in January 2022, Tom was Chief Financial Officer of Indigenous Business Australia, an Australian Government entity with an asset base of nearly $2 billion across housing loan, business loan and investment portfolios. Tom has also held senior finance roles at the likes of Transdev Australasia, CIMIC Group, Mirvac, ING Real Estate and Allco Finance Group.

Tom holds a Bachelor of Commerce (Accounting) from the University of Western Sydney, a Master of Commerce (Professional Accounting) from Macquarie University and is a member of Chartered Accountants Australia and New Zealand.

Close

Steve Beland

Head of Sales

Steve has 16 years’ experience in accounting and taxation gained in funds management, corporate and professional services. Prior to joining Unity Fund Services in October 2010, he has held Tax manager roles at both Brookfield Multiplex Ltd and Everest Financial Group Ltd.

Prior to this, Steve worked for Ernst & Young providing general tax advice to corporate clients as well as being involved in a numerous tax due diligence assignments for private equity transactions. He also worked for Horwath as a Supervisor specialising in the provision of taxation and business services to high-net-worth individuals and SME businesses including a secondment to the Chicago (USA) office.

Steve is a Chartered Accountant, Registered Tax Agent and Chartered Tax Adviser of the Tax Institute of Australia. Steve holds a Bachelor of Commerce (Accounting) and Master of Taxation from the University of Sydney.

Close

Michael Sutherland

Head of Corporate Trustee Services

Michael has over 25 years’ experience in the financial services industry including 12 years’ experience in providing trustee, custody and administration services to the debt capital markets and funds management industry.  

In this time Michael spent 7 years at Perpetual Limited where he was a senior lawyer in Perpetual’s legal teams. Michael has also spent a number of years in other business and legal roles including working in large, medium and boutique fund managers, retail banks, investment banks, structured credit providers and hedge funds, such as ANZ, ABN AMRO, AMP, Everest and Absolute Capital.  

Michael also has experience acting as an executive director of Responsible Entities, ASX listed companies (executive director and company secretary) and acting as a member of investment, product, risk, audit and compliance committees. 

Michael holds a Bachelor of Laws from University of Technology Sydney and a Bachelor of Arts from Macquarie University. He is a member of the Australian Securitisation Forum, the Property Funds Association, the Banking and Financial Services Law Association and holds a current practicing certificate from the NSW Law Society. 

Close

Sarah Wiesener

Head of Legal, Risk and Compliance

Sarah is a lawyer with over 20 years’ experience in the financial services arena across a range of roles, structures and asset classes.

She is a Chartered Company Secretary and has acted as Company Secretary to a number of listed property funds.

Sarah has been head of compliance for a number of listed property funds. She has been a member of investment committees and provided support to audit, risk, and compliance committees as well as remuneration and nomination committees.

Sarah has experience in structuring complex capital markets transactions in domestic and overseas jurisdictions (primarily debt, securitisation and collaterised debt structures) and has worked closely with management on a number of fund management products for wholesale and retail investors.

Sarah holds a Bachelor of Laws from Bristol University (Honours) and holds a current NSW practising certificate.

Close

Frank Tearle

Founder & Chief Executive Officer

Frank co-founded One Investment Group in 2009, and since December 2018 has acted as its chief executive officer. 

Before founding One Investment Group, Frank spent 6 years working at a structured finance and funds management business.  He held a variety roles including  General Counsel, a fund manager of two funds and interim head of the Hong Kong office. 

Prior to this corporate experience, Frank was a practicing lawyer with more than 10 years’ experience working in major law firms in Australia and the United Kingdom, specialising in mergers and acquisitions, capital markets, funds management and corporate governance. 

Frank has been a non-executive director of several companies, including the corporate manager of a Singapore listed property trust and an APRA regulated insurance company. 

Frank has a Masters in International Business Law from the University of Technology, Sydney and a Bachelor of Law (with Honours) from the University of Leicester.