With over 16 years of experience, Bennelong delivers tailored solutions and strategic support for investment managers and a range of managed funds in Australia and globally. Our new trustee services initiative allows investment managers to focus on what they do best—investing—while our expert teams manage the rest.
Our broad Australian Financial Services License (AFSL) enables us to provide fiduciary services across a wide range of products and asset classes, while our flexibility allows us to adapt our offerings to specific and evolving needs.
Trustee services
As the responsible entity or trustee of a fund, Bennelong assumes full oversight and compliance responsibilities. We engage with service providers and stakeholders to ensure investor protection while optimising fund performance. Key aspects of our services include:
- Total fiduciary responsibility for the fund.
- Interaction with ASIC on all compliance and regulatory matters, reducing time and cost for investment managers.
- Enhanced independence through our established corporate governance infrastructure.
We also offer assistance with fund setup, leveraging our network of established relationships and service provider agreements for an efficient process.
Ancillary services
We offer tailored solutions for our managers, allowing them to choose the services that best suit their needs. This includes the option of providing ancillary support, such as:
- Investor services
- Corporate Authorised Representative services
- Middle office operations
Contact us
For more information, please contact:
