What We Offer
Engaging a third party like FundPro as Trustee can be appealing to investors who value an arms length third party representing their interests. FundPro also offers incidental custody and nominee arrangements, enabling us to hold and administer funds per your direction from your Managed Investment Scheme in line with ASIC regulation.
FundPro can assist with all aspects of investor on-boarding including AML/KYC. FundPro also provides comprehensive periodic reporting to all investors, including valuations, distributions, statements and tax statements.
Your time should be used to grow your business, not buried deep in compliance policies and procedures. We provide transparent, customised checklists and calendars to ensure all requirements are met.
Focus on return, do what you do best...
we'll handle the rest
1
Respected Trustee
We deliver our services to fund investors with integrity and transparency, making us a valued asset to investors and fund managers alike.
2
Investor Peace-of-Mind
As an independent function, FundPro strengthens investor relations through nonpartisan management of trustee duties.
3
Ensure Compliance
Feel confident knowing that FundPro completes ongoing compliance and regulatory checks as well as ongoing professional developement.
4
Streamline Processes
FundPro is able to assist with the Trust administration, including investor reporting, investor on-boarding, fund accounting, AML/KYC, annual audits (where required) and more.

Add administration services
FundPro offer a range of fund administration services, including investor reporting, AML/KYC, capital calls and distributions, quarterly NAV calculations, and more...
Learn MoreFuss-Free Onboarding Process
We know your time is valuable, so we have streamlined our onboarding process into 3 simple steps.