Careful with the fund. Clear with the people around it.
Trustees
Individuals and families who want their fund handled carefully and consistently, with plain answers when something needs attention.
For TrusteesFinancial planners
Advice stays with you. We implement and administer the fund beneath it confidentially, and never as a channel to your clients.
Talk about a partnershipAccountants
A registered tax-agent partner for the fund work behind your client relationships: accurate, lodged on time, and easy to coordinate.
For accountantsYou keep the advice. We keep the fund in order.
We are an administration layer, not an advice business. That distinction is the point. It is what makes us safe to work behind you.
Confidential by default
Your client stays your client. We never market to the people you introduce, and we never sit between you and them.
Talk to usThe layer beneath advice
We implement and run the fund after advice is in place: establishment, records, accounts, audit, return and lodgement.
See our servicesPredictable and on time
A clear annual rhythm and plain reporting, so you always know where a client’s fund stands when they ask.
How it worksLet’s find the right fit.
Whether it is your own fund or one you advise on, a first conversation tells us both whether we are the right hands for it.