Trustee
One Investment Group holds several Australian Financial Services Licences which authorises us to act as a trustee to unregistered managed investment schemes.
We act as trustee for schemes with a wide range of asset classes, including hedge funds, real estate, aviation, shipping, private equity and infrastructure.
As Trustee, One Investment Group will be responsible for your scheme, providing a range of services, which could include:
- Scheme documentation
- Monitoring adherence to legal and regulatory requirements
- Advice on investment decisions
- Fund accounting and reporting
- Appointing and managing external service providers
- Back office solutions, including:
- Scheme administration
- Fund accounting
- Unit registry
- Portfolio valuation
- Reporting
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 ...
