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
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Managed Investment Trusts – March 2013 Update
The Federal government is continuing it’s commitment to Australia becoming a regional financial services hub with the on-going development of the Managed Investment Trust regime, a concessional withholding tax regime ... -
Significant Investor Visa
Complying Managed Investment Scheme One Cash Management Fund On 24 November 2012, the Federal Government introduced a new visa referred to as the ... -
THE FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA) – FINAL REGULATIONS ANNOUNCED 18 JANUARY 2013
In an effort to curb perceived tax abuses by U.S. persons with offshore bank accounts and/or investments, the US Congress passed broad, sweeping legislation intended to combat offshore tax evasion ... -
One Investment Group – Corporate Trust Openings
One Investment Group is expanding its services to include the provision of Custody and Trustee services for structured finance transactions. One Investment Group is now able to provide a full ... -
SIGNIFICIANT INVESTOR VISA
The new Significant Investor Visa was launched on 24 November 2012. The new visa program provides Australian companies and fund managers with an opportunity to market products to high net ...
