Trustee services powered by industry expertise and technology

Combining industry expertise and leading technology, we work with you to reimagine and optimise how financial products and funds operate in a dynamic, highly regulated environment.

Find out more

Our complete services offering

With a full range of trustee, custody, debt and capital markets, securitisation and agency services, we have the insights and expertise to help clients successfully launch and grow their funds and financial products.

Corporate Trustee Services

Custody

Protecting investors and safeguarding assets or managed investment schemes.

Wholesale Trustee

As trustee, we oversee the governance and compliance for unregistered wholesale schemes.

Responsible Entity

We bring extensive governance experience to oversee the compliant operation of registered
managed investment schemes.

Employee Share Plans

Trustee services for employee share plans, including listed and unlisted shares.

Debt Capital Markets and Securitisation

Trustee and agency services for corporates and project companies looking to raise capital.

Security Trustee, Facility and Escrow Agent for Debt Financing

On behalf of lenders, we can hold mortgages and PPSS Act security over borrower’s assets and complete loan calculations and reporting.

Bond and Note Issuance

As trustee, we can issue notes to wholesale investors and oversee Issuer repayment obligations.

Retirement and Superannuation Trustee Services

Superannuation Trustee Office

We offer specialist superannuation trustee services including retail master trusts, corporate funds and super platforms via Diversa Trustees Limited.

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Talk to our experts today to learn more about our trustee services and how we can help you launch and grow your fund.

Our technology solutions

Our technology-led services and infrastructure provide operational efficiency and scalability for our clients.

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Our Products

Arcadia

The operating system for trustee operations with a collaborative workspace at its core, Arcadia streamlines regulatory compliance and coordinates service providers to deliver efficient funds and financial products.

Impact

A modern online superannuation member engagement platform, Impact provides clients with a robust API to build member experiences, simplify administration processes and accelerate time to market.

Pay

For clients operating funds, trusts and financial products, Pay delivers clients a streamlined, secure and convenient way to process payments – enabling operational efficiencies.

Why choose Certane?

We work with clients to improve the efficiency, transparency and success of financial products and funds in a dynamic, highly regulated environment. Our team of experts are committed to ensuring the best for our clients, providing innovative solutions to ensure the best outcomes.

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Personalised Service

Our personalised service is what sets us apart. Your dedicated Certane relationship manager works closely with you to ensure that we understand your business, your needs and the details of your specific fund or transaction.

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Expertise

We share our deep market experience with our clients to help them get the best outcomes. With over $35bn in assets under trusteeship and over 450 active trust engagements in place, our team sees a wide variety of financial products and asset classes.

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Flexibility

Our services are designed to deal with complex and unique engagements that may require a more bespoke solution. We pride ourselves on applying creative thinking to achieve the right outcomes for every engagement.

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Technology-enabled

We prioritise better ways of working together by adopting technology solutions that improve workflow, enhance compliance oversight and help our clients deliver a better experience for their investors.

We understand that speed to market, reliability, support and flawless execution are critical for a successful engagement.

Our clients

We work with over 200 companies including responsible entities, trustees, limited partnerships and financial institutions. We have experience across a wide range of product types and asset classes.

  • Superannuation funds

  • Real estate funds

  • Private debt funds

  • Private equity funds

  • Infrastructure funds

  • Equity funds

  • Employee share plan trusts

  • Agricultural funds

  • Cash funds

  • Fixed interest funds

  • Fund of funds

  • Mortgage funds

  • Peer-to-peer lending

  • Significant investors visa

Get in touch

We’re here to help

We will endeavour to respond to business enquiries within 2 business days.

Otherwise, feel free to phone us on +61 3 9097 2800

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