Licensing & trustee for ambitious funds
Specialist expertise and leading technology across AFSL, ACL, trustee and fund administration.
Approved just now · 14:08 AEST
Terrace Tower Group
Eldium
Inviva
Backbone
Jelix
Monash Advisory
Trivaro
Bridgit
Spark FinanceOne 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 availableFund administration
NAV, capital calls, distributions, AML/KYC and investor reporting.
Explore administration →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, attestation, report and lodgement across your entities, with a status on each.
Registers, not reminders
CPD, insurance, complaints, incidents. 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.
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 →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 weekWe 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 weeksYour 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 weeksOngoing support from day one
Our experienced team and purpose-built technology support compliance monitoring, reporting, training and your ongoing regulatory obligations.
OngoingTimeframes indicative.
One record for every obligation, reviewed by a person
Onboarding, compliance and reporting in one place. No attachments, no eighth email in the thread.
