We are a technology-driven Corporate Trustee / Responsible Entity, leveraging an AI-enhanced platform integrated with Salesforce to deliver high standards of accuracy, transparency and operational efficiency.
Our comprehensive, end-to-end services and integrated platform enable investment managers to establish and operate funds in Australia.
Our offering includes:
We support a broad range of investment strategies and structures, providing the regulatory infrastructure, operational support and digital systems required for successful fund management in the Australian market.
As a privately owned, non-aligned financial services company, we are well-positioned to deliver independent, flexible, tailored and client-focused solutions.
Our technology-driven, user-centric systems are designed to meet the evolving needs of fund managers, offering flexible, real-time solutions that streamline operations while supporting full compliance with Australian regulatory requirements.
Clients benefit from:
These capabilities enable our clients to reduce administrative overhead, improve investor engagement and focus on managing capital with confidence.
Specialist Experience Across Funds Management
Our team is highly experienced in all aspects of funds management and is committed to delivering practical, commercially focused support to fund managers.
We act as a trusted partner, offering tailored guidance across the full lifecycle of a fund.
Our expertise includes:
This experience spans a diverse range of asset classes, including Private Equity, Venture Capital, Credit, Debt, Equities, Real Estate and Agriculture.
Our broad exposure enables us to support complex fund structures with insight, agility and discipline.
We support our clients by providing core financial services licensing and fund administration—allowing them to focus on investment management and delivering returns.
Appointing investment managers as Corporate Authorised Representatives (CARs) under our AFS Licence
Acting as the Independent Trustee / Responsible Entity and Corporate Director of Wholesale and Retail Managed Investment Funds, MITs and CCIVs
Providing full front, middle and back office support for the funds
Assisting investment managers in raising capital and distributing their funds