Trustee Services Australia

One Investment Group is authorised by our Australian Financial Services Licences to act as Trustee to unregistered managed investment schemes throughout Australia.

One Investment Group offers Australian trustee services to unregistered schemes. One Investment Group undertakes the following activities:

  • Production of offer documents
  • Overseeing investment decisions
  • Adhering to legislative and regulatory requirements
  • Custody services
  • Management of external service providers
  • Scheme administration
  • Fund and unit accounting
  • Registry services

One Investment Group is comprised of an experienced team that has provided trustee services to a range of clients. Our team has a deep understanding of trust administration across a variety of trust structures and trust assets developed over a period in excess of 20 years.

As the fund’s trustee, we would be responsible for the compliance and governance of the trust. We will ensure that the trust operates within the confines of its trust deed, disclosure documents and legal requirements.

One Investment Group’s Australian independent wholesale trustee services team can assist in the establishment of wholesale trusts, the ongoing compliance and governance responsibilities of trusts and also has experience in replacing existing trustees.

One Investment Group can also act as a Responsible Entity for registered schemes.