Wholesale Trustee

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:

  • head-settings Created with Sketch.

    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

Why work with us?

  • Scale and strength

    Perpetual is an ASX listed company with over 135-years history as a trustee company. Perpetual Corporate Trust has more than $1 trillion in assets under administration (as at April 2022) 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 ~$58.1 billion in MIT and non MIT structures (as at 30 June 2019) and provides a comprehensive service spanning investment management, trustee services, accounting and tax and custodian services.

Globally Attractive


Australia has a strong economy with 28 years of uninterrupted growth - and counting. It’s also a stable democracy with mature regulatory systems and a welcoming attitude towards foreign investment.

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.

I am happy to receive future marketing communications from Perpetual
Privacy laws apply to our handling of personal information and we collect, use and disclose your personal information in accordance with our privacy policy. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Economics and Markets

Perpetual Corporate Trust sees further opportunities in listed investment trusts