Trustee Services

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Trustee Services

Our AFSL allows SphereCS to act as trustee for your scheme. In this role we will be responsible for your scheme and the regulatory requirements that govern it. We also provide a comprehensive range of related services that include:

 Scheme structuring and documentation, e.g. Trust Deed, Information Memorandum, Management Agreements, company constitutions;

 ASIC requirements;

 compliance monitoring;

 regulatory reporting;

 arranging any required professional advice;

 full back office solutions, including:

 Scheme administration

 Unit registry

 Portfolio valuation/accounting

 Unitholder reporting

 Transaction settlements

SphereCS is authorised to provide custody and depository services, where these are incidental to the provision of Trustee Services.

We act as Trustee for your schemes

Phone: 0400 601 114 or 0417 906 740


To contact us: