AFSL for External Trustee

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AFSL for External Trustee

We are able to issue an Intermediary Authorisation, where you wish to assume the role of Trustee of your scheme and require an AFSL. As the Licensee, SphereCS would oversee your role to ensure that all regulatory and compliance requirements continue to be met. We also provide a comprehensive range of 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

We provide the appropriate AFSL and authorize you to act as Trustee for your Schemes

Phone: 0400 601 114 or 0417 906 740

E-mail: service@spherecapital.com.au

To contact us: