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:
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Proven experience
In delivering complex transactions
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Deep Insight
Into the regulatory and tax environment affecting your transactions
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Experience managing multiple parties
Collaborative skills to work smoothly with multiple external parties and your investment management team
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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
Client Case Studies
AGILE & NIMBLE: A PARTNERSHIP THAT HELPS DELIVER SERVICE OUTCOMES FOR INVESTORS
We speak to Kathleen Yeung, Chief Financial Officer of Qualitas, about choosing a service provider who not only understands what they do, but are also able to help them deliver on service outcomes for their clients.
Long-term success starts with strong relationships
Services provided: Wholesale Trustee, Real Assets Custody
Building investor confidence - Scape Australia and Perpetual
In this video Tim Peel, Chief Financial Officer talks about Scape's growth and why they’ve partnered with Perpetual Corporate Trust.
Services provided: Wholesale Trustee, Real Assets Custody
Why work with us?
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Scale and strength
Perpetual is an ASX listed company with over 130-years history as a trustee company. Perpetual Corporate Trust has more than $710 billion in assets under administration (as at 31 December 2018) and manages over 2000 trusts.
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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.
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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 on-boarding team in Australia.
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The full spectrum
Perpetual Corporate Trust administers ~$45 billion in MIT and non MIT structures (as at 31 December 2017) and provides a comprehensive service spanning investment management, trustee services, accounting and tax and custodian services.
Principles of internal governance and asset stewardship
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.
