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Licensing & trustee for ambitious funds

Specialist expertise and leading technology across AFSL, ACL, trustee and fund administration.

Talk to a director → Explore services
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Trusted by leaders in fund innovation
Terrace Tower Group Eldium Inviva Backbone Jelix Monash Advisory Trivaro Bridgit Spark Finance
Services

One partner for the whole regulatory stack

Licensing, trusteeship and administration under one roof, so nothing falls between providers.

AFSL licensing

Corporate Authorised Representative arrangements for wholesale funds and corporate advisory

Explore AFSL →

Trustee services

A corporate trustee for wholesale investment schemes

Explore trustee →

ACL licensing

Operate credit, mortgage and lending strategies under our ACL.

Explore ACL → Also available

Fund administration

NAV, capital calls, distributions, AML/KYC and investor reporting.

Explore administration →
Client portal

Software for the admin. People for the judgement.

Every obligation your entities carry, scheduled and visible in one place. Every submission reviewed by a named person on our compliance team.

Know what is due

Every obligation, approval, report and lodgement across your entities, with a status on each.

Registers, not reminders

Related party transactions, conflicts, valuations, breaches. Each kept live, with who submitted it, who approved it and what has expired.

All your funds under one login

Each entity is tracked separately, all under one client view.

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How onboarding works

Four steps, one experienced team

From initial scoping and due diligence to appointment and ongoing support, we coordinate the process and keep it moving.

Discover more →
01 · Discover

We understand your business

A director discusses your business model, proposed financial services, clients and growth plans, then confirms whether we are the right fit.

~1 week
02 · Build

We complete due diligence

We assess your business, ownership, key people and proposed activities, then agree the authorised scope and prepare the appointment documentation.

1–2 weeks
03 · Register

Your appointment is formalised

Once the requirements are satisfied, we finalise your appointment, complete the ASIC notification where required and confirm when you may commence.

2–4 weeks
04 · Operate

Ongoing support from day one

Our experienced team and purpose-built technology support compliance monitoring, reporting, training and your ongoing regulatory obligations.

Ongoing

Timeframes indicative.

Inside the portal

One record for every obligation, reviewed by a person

Onboarding, compliance and reporting in one place. No attachments, no eighth email in the thread.

Illustrative example. Fictional entities and data.
Insights

From the resource centre

Latest insights
Fund OperationsWholesale Fund Service Providers: Who Does WhatRead → Fund OperationsHow to switch your wholesale fund trustee in Australia: the process explainedRead → Fund StructuresMultiple SPVs or one open-ended fund? A cost and operational comparisonRead →
Browse all insights →
Ready when you are

Built your strategy?

We will handle the rest

Thirty minutes by phone or videoStructure, scope and timeline mappedA straight answer within one business day

A 30-minute call with a director – we will tell you straight whether we are the right fit.

Talk to a director →