Protecting investors and safeguarding assets or managed investment schemes

As trustee, we oversee the governance and compliance for unregistered wholesale schemes

Trustee services for employee share plans, including listed and unlisted shares

Debt Capital Markets and Securitisation

Trustee and agency services for corporates and project companies looking to raise capital

Security Trustee, Facility and Escrow Agent for Debt Financing

On behalf of lenders, we can hold mortgages and PPSS Act security over borrower’s assets and complete loan calculations and reporting

Bond and Note Issuance

As trustee, we can issue notes to wholesale investors and oversee Issuer repayment obligations

Retirement and Superannuation Trustee Services

We offer specialist superannuation trustee services including retail master trusts, corporate funds and super platforms

Talk to our experts today to learn more about our trustee services and how we can help you launch and grow your fund.

Our technology-led services and infrastructure provide operational efficiency and scalability for our clients

Arcadia brings together your team, suppliers, and our industry experts to keep everyone on the same page
With a collaborative workspace at its core, Arcadia streamlines regulatory compliance and facilitates the coordination of service providers to deliver efficient funds and financial products

Impact is a modern online superannuation member engagement platform that provides funds with a robust API and platform to build member experiences, simplifying administration processes and accelerating time to market

Pay delivers our custody clients a streamlined, secure and convenient way to manage and process payments – enabling operational efficiencies

We work with clients to improve the efficiency, transparency and success of financial products and funds in a dynamic, highly regulated environment
Our team of experts are committed to ensuring the best for our clients, providing innovative solutions to ensure the best outcomes

Our personalised service is what sets us apart
Your dedicated Certane relationship manager works closely with you to ensure that we understand your business, your needs and the details of your specific fund or transaction

We share our deep market experience with our clients to help them get the best outcomes
With over $35bn in assets under trusteeship and over 400 active trust engagements in place, our team sees a wide variety of financial products and asset classes

Our services are designed to deal with complex and unique engagements that may require a more bespoke solution
We pride ourselves on applying creative thinking to achieve the right outcomes for every engagement

We prioritise better ways of working together by adopting technology solutions that improve workflow, enhance compliance oversight and help our clients deliver a better experience for their investors

We understand that speed to market, reliability, support and flawless execution are critical for a successful engagement.

We work with over 200 companies including responsible entities, trustees, limited partnerships and financial institutions
We have experience across a wide range of product types and asset classes

• Employee share plan trusts