Responsible Entity Services

Do you want to raise funds from retail investors?

Trust Guardian to be your RE

Guardian operates a number of registered schemes tailored to suit most property and investment financing requirements. Our license allows us to provide the Responsible Entity (RE) services to clients seeking an appropriate structure to raise funds from retail and wholesale investors.

Our services include

• Advice on how to structure the SPV / Trust to benefit from tax rules.
• Creation of the company that will purchase the land
• Preparation of the PDS, and lodgement with ASIC
• Receiving all application forms and banking application funds
• Issuing unitholder certificates
• Maintaining the unitholder register
• Ongoing accounting and administration of the fund
• Compliance and audit
• Investor reporting, tax statements
• Interest & distributions to investors