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Wholesale Trustee

Wholesale Trustee

Efficient, responsive oversight of unregistered investment schemes

When you’re investing in real assets — commercial property, retail, hospitality, logistics, infrastructure or agriculture — and want to set-up an unregistered managed investment trust or a holding structure, you need a trusted partner to provide the fiduciary oversight that’s crucial to the launch and ongoing management of your trust.

To safeguard your investment – and to get your structure in place with maximum efficiency — you need a team which brings:

Proven experience

Deep insight

Experience managing multiple parties

Ability to assess performance

Proven experience

In delivering complex transactions

Deep insight

Into the regulatory and tax environment affecting your transactions

Experience managing multiple parties

Collaborative skills to work smoothly with multiple external parties and your investment management team

Ability to assess performance

Independent oversight of the performance of your chosen service providers and is a long-term partnership approach – by your side at set-up and over the long-term

Why work with us?

Scale and strength

Peace of mind

Speed to market

The full spectrum

Scale and strength

Perpetual is an ASX listed company with over 138-years history as a trustee company. Perpetual Corporate Trust has more than $1.2 trillion in assets under administration (as at Dec 2023) and manages over 2,500 trusts.

Peace of mind

Perpetual Corporate Trust offers you peace of mind — we have a proven track record of establishing and running tax effective trusts or holding structures. This includes managing regulatory capital requirements, licences and insurances, providing a robust risk and compliance management framework and keeping up-to-date with changing regulation.

Speed to market

Launching on schedule, on budget and with the right market timing can make all the difference to return on investments and performance. Our on-the-ground expertise and our established relationships with all the key market participants helps ensure your transaction is delivered on time. Importantly, we have the most experienced client onboarding team in Australia.

The full spectrum

Perpetual Corporate Trust administers ~$120 billion in MIT and non MIT structures (as at Dec 2023) and provides a comprehensive service spanning investment management, trustee services, accounting and tax and custodian services.

Perpetual Corporate Trust also provides investment management services for offshore real estate and property fund managers seeking to invest in Australia.

This document provides an overview of our organisational and investment approach, internal governance and asset stewardship.

Looking for more information?

If you’re looking for help to launch or manage an unregistered investment scheme or holding structure, Perpetual’s experts can help you do it quickly, efficiently and effectively. Complete the form below and we'll be in touch.

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