Specialising in facilitating the provision of Trustee, Advice Authorisation, Custody, Fund Management, Fund Administration, and Registry Services.
National Wealth specialises in the provision of Trustee, Custody, General Advice to retail and wholesale investors, while also providing Fund Administration and Registry Services.
National Wealth Financial Services provides a full range of services to fund managers including acting as trustee, custodian and fund administrator. We can also provide licensing for fund managers to enable them to provide general advice on their own managed investment scheme. National Wealth Financial Services holds an Australian Financial Services Licence (“AFSL”) and Australian Credit Licence (“ACL”), both numbered 511239.
National Wealth Financial Services is authorised to issue wholesale Managed Investment Schemes (“MIS”) and securities. When the company acts as the trustee of a scheme, it can also act as the Custodian.
National Wealth Financial Services is also authorised to provide General Advice to retail and wholesale clients on:
Send us a few details about yourself and we would be delighted to discuss with you our services.
At National Wealth our team of highly experienced team that provides a full range of wholesale trustee services partnering with our clients to create solutions that streamline operations, improve governance, and support the accelerated growth of funds.
We will provide all fund services to enable investment managers to focus on their investment activities. The company can provide expert advice on structuring your MIS and will work closely with your solicitors to help ensure that the scheme is properly documented in a timely manner and at an appropriate cost.
Our trustee services for managed investment schemes enables investment managers to be able to pool investors funds in a manner that complies with the requirements of the Corporations Act 2001 and the Australian Financial Services regime.
We invite enquiries from investment managers who are interested in setting up a wholesale fund that will invest in one or more of the following assets:
The company also provides a full fund administration service including issuing and redemption of units, unit pricing as required, investor portal, paying distributions, sending annual tax statements, fund accounting, etc. We use current technology and provide a registry service to record unitholders holdings and to be able to communicate with investors in an efficient manner.
