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RE Services

Rhodes Asset Management Ltd (ACN 165 917 813) holds a broad-ranging Australian Financial Services Licence (AFSL 464772) and offers AFSL for Hire services as well as being actively involved in Funds Management and Asset Management.

We provide Responsible Entity (RE) services to clients seeking an appropriate structure to raise funds from retail investors, and Trustee or Authorised Intermediary services to clients raising capital from wholesale investors.

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Rhodes Asset Management can offer a full range of services to your managed investment scheme, including:

Drawing up offer documents.

Adherence to legislation and regulatory requirements.

Back-office services including:

  • Scheme administration

  • Accounting

  • Unit registry

  • Portfolio valuation

  • Unit holder reporting

Putting together and monitoring scheme compliance plans.

Custody services.

Supervision of investment decisions.

Engagement and monitoring of external service providers.

SPEAK TO OUR TEAM TODAY

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