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We have designed our approach to provide you with an optional wealth management solution that is truely tailored to your financial and lifestyle needs and goals, giving you confidence in the future of your financial security.

DHP Finance Consultants

Managed Investment Trust

Under Australian law, Under the Managed Investment Trust investors who are a resident of Australia has an effective exchange of information on taxation matters are eligible for a reduced rate of tax on fund payments from a Managed Investment Trust.

We are considered one of the best providers of trustee, custody and investment manager services to managed investment trusts in Australia. We are able to assist with both establishing and maintaining a managed investment trust.

Trustee Services

We are a leading provider of trustee services in Australia with trusts with investments across various asset classes including property, infrastructure and equity. DHP Finance Consultants currently acts as Trustee of in excess of 178 trusts with in excess of $19bn of assets.

Australian Financial Services

Our Australian Financial Services Licensees are authorised to act as Trustee and investment manager to MITs.

The role of the Trustee includes:

  • Responsibility for the compliance and the governance of the MIT.
  • Ongoing satisfaction of legislative and regulatory requirements for the MIT.
  • Overseeing the operations and administration of the MIT.
  • Holding title to the MIT’s assets.
  • Operating the MIT’s bank accounts.

Please contact us for more information