Trustee Services
At One Investment Group, we are authorised by our Australian Financial Services Licences, to act as Trustee to unregistered managed investment schemes.
We currently provide independent trustee services to over 50 unregistered schemes, and can undertake the following activities:
- Producing 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
Other corporate trust services provided by One Investment Group include acting as;
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
Security Trustee for retail and wholesale issues:
- Convertible notes
- Unsecured and secured notes
- Debentures
- Hybrids
One Investment Group can also act as a Responsible Entity for registered schemes.
Latest News
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2012 FEDERAL BUDGET IMPACT – FOR MANAGED INVESTMENT TRUSTS
In an unexpected move, the Federal Government has announced in its 2012 Budget that the managed investment trust ("MIT") withholding tax rate would be increased from 7.5% to 15% ... -
New Fund Launch – KPI Global Fund
28 March 2012 – One Investment Group is pleased to announce the launch of the KPI Global Fund. -
New Fund Launch – Benlee Property Trust No 5
28 March 2012 – One Investment Group is pleased to announce the launch of the Benlee Property Trust No 5. -
ATO Draft Ruling – The Meaning of Income for Trust Tax Law purposes
On 28 March 2012, the ATO released draft tax ruling, TR 2012/D1, outlining the ATO’s view on the meaning of ‘income’ for trust tax purposes. The draft ruling ... -
FoFA Bills passed by the House of Representatives
On 22 March 2012, the progress of the FoFA legislation continued when two bills were passed in the House of Representatives. A number of provisions ...
