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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
Client case studies
Agile & nimble: A partnership that helps deliver service outcomes for investors
Qualitas is Australia’s leading real estate financier and investment manager, established in 2008, with committed funds under management of approximately AU$2 billion.
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
New Forests is a real assets manager specialising in sustainable investment strategies in forestry, land management, and conservation. New Forests has 780,000 hectares and over AUD $9 billion under management. We talked to Chief Financial Officer Gavin Le Roux about the growth of their business and the groups long-term prospects.
Services provided: Wholesale Trustee, Real Assets Custody
Building investor confidence - Scape Australia and Perpetual
Scape Australia was founded in 2012 and is headquartered in London. Scape specialises in developing world-class, purpose-built student accommodation. With student accommodation premises established in London, Surrey, Dublin, Sydney and Melbourne, Scape has a strong pipeline of further developments.
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
Agile & nimble: A partnership that helps deliver service outcomes for investors
Long-term success starts with strong relationships
Building investor confidence - Scape Australia and Perpetual
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.
Tax talk: Post-election policies
The new Australian Government’s election promises may have ramifications for Managed Investment Trusts. Watch the experts discuss.
What could Australia’s new government mean for Managed Investment Trusts?
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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This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.