Managed Investment Trust (MIT) services

Investors from outside Australia who wish to make use of the Managed Investment Trust (MIT) regime need to adhere to local tax, financial services and financial reporting regulations. TMF Group together with Evolution Trustees provides you with a comprehensive solution.

Focus on your core

TMF Group and Evolution Trustees take care of the administrative burden that comes with investing in either Australian Real Estate, Agriculture or Infrastructure. We manage the regulatory clutter so you can focus on finding the right assets to invest in. We are able to work with your preferred asset manager or engage one through our contacts. Our end-to-end solution is unrivalled, and offers MIT investors excellent service.

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Our services

The Real Estate and Infrastructure Investment industry is a key sector for TMF. We have extensive experience supporting complex, multi-jurisdictional investment structures; and we pride ourselves on our accuracy, timeliness, and reliability.

Many clients engage us in order to have a single provider in each of their investment and holding jurisdictions. As the single point of contact, we take responsibility for the internal coordination between offices, and also with property managers.

Our core areas of focus are:

  • Investment management services

    We help ensure a substantial proportion of the investment management activities of Australian assets are carried out in Australia. Our work includes:

    • Providing a corporate authorised representative of an Australian Financial Services License ( AFSL).
    • Keeping trust assets under review, in line with the investment objective and liaise with the trustee.
    • Keeping proper records and books of account in relation to the Trust, in line with the investment objective.
  • Trust accounting services

    We provide local accounting, financial reporting and annual financial statements, all within set time limits and regulatory frameworks. This includes:

    • Liaising with property managers.
    • Maintaining accounting records.
    • Managing Financial Reporting, Audit and Filings.
    • Providing annual and ongoing (BAS) tax compliance.
    • Providing tax distribution calculations.
  • Trustee services and custody

    We help ensure the trust is operated by a local resident trustee and custodian authorised to provide such services under an AFSL. Our functions include:

    • Operating the trust as a managed investment trust.
    • Maintaining compliance with Australian financial service laws.
    • Providing independent oversight.
    • Safeguarding trust assets.
    • Managing trust payments.
  • Ancillary services

    We provide a range of additional services for foreign entities, including:

    • Legal entity incorporation.
    • Transaction administration.
    • Corporate governance services.
    • Process agent services.
    • Board and shareholder meetings.
    • Maintaining statutory registers.
    • Domiciliary and management services

What we do and how can we help?

For global companies, TMF Group offers a single point of contact and a cohesive, professional service, delivered by proactive, responsive, multi-lingual, local experts.

Find out more about our Managed Investment Trust (MIT) services

Make an enquiry

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