With over 16 years of experience, Bennelong delivers tailored solutions and strategic support for investment managers and a range of managed funds in Australia and globally. Our new trustee services initiative allows investment managers to focus on what they do best—investing—while our expert teams manage the rest.
Our broad Australian Financial Services License (AFSL) enables us to provide fiduciary services across a wide range of products and asset classes, while our flexibility allows us to adapt our offerings to specific and evolving needs.
Trustee services
As the responsible entity or trustee of a fund, Bennelong assumes full oversight and compliance responsibilities. We engage with service providers and stakeholders to ensure investor protection while optimising fund performance. Key aspects of our services include:
- Total fiduciary responsibility for the fund.
- Interaction with ASIC on all compliance and regulatory matters, reducing time and cost for investment managers.
- Enhanced independence through our established corporate governance infrastructure.
We also offer assistance with fund setup, leveraging our network of established relationships and service provider agreements for an efficient process.
Ancillary services
We offer tailored solutions for our managers, allowing them to choose the services that best suit their needs. This includes the option of providing ancillary support, such as:
- Investor services
- Corporate Authorised Representative services
- Middle office operations
Our funds
General investor enquiries
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Our Client Experience team can assist with general queries, but cannot make any product recommendations or determine whether a fund will meet your personal needs. If you are uncertain, please consult your financial adviser. If you don't have an adviser, visit The Financial Advice Association Australia to find a planner. |
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Link Market Services Ltd
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Bennelong Funds Management
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Service contact enquiries
For fund managers looking for more information, please contact:
