Investment Management Services

Your integrated solution for Managed Investment Trusts

Investment management services in Australia

If you’re a foreign investor with a managed investment trust (MIT) in Australia, you need to ensure you comply with the local taxation and financial reporting regime. This includes ensuring you perform a substantial proportion of investment management activities in Australia.

PwC (through PwC Securities Ltd) gives you peace of mind that your MIT is compliant, so you can focus on your global investments and access a tax rate of 15 per cent on profits and capital gains.

In simple terms, we can do everything your investment manager and finance function can do

We provide the full-suite of investment management, finance, tax, capital and risk management services. Our extensive experience in providing these services, together with our strong understanding of the MIT rules, will deliver an integrated and cost effective investment management service.

No matter whether you invest in real estate, infrastructure or agriculture; if you’re an MIT, we can provide valuable support, experience and insights.

What can we provide?

PwC’s investment management service goes beyond traditional providers and delivers a ‘one-stop’ full service offering, ranging from strategic advisory to support and compliance services. This includes:

  • Investment management
  • Finance and tax management
  • Capital management
  • Risk management
  • Trustee support services

What value can we bring your MIT?

  • Integrated service: Where other investment managers subcontract professional services firms, PwC is able to offer the full range of services in-house. This capability inevitably reduces the number of ‘touch points’ you have with Australian service providers.
  • Certainty over MIT status: We understand the importance of the MIT status for foreign funds and the strict governance arrangements that are often imposed on the investment team. By appointing PwC Securities Ltd (holder of AFSL No 244572) as investment manager, the MIT would satisfy the requirement to be operated or managed by the holder of an AFSL.
  • Cost saving: Our full service capability lowers the ‘all in’ cost of MIT compliance by removing the need for intermediary service providers and facilitating the use of an ‘in-house’ trustee company.
  • Independence: PwC does not undertake investments and therefore is independent of the conflicts inherent for other managers.

Contact us

Malcolm Colderick
Partner
Tel: +61 2 8266 1840
Email

Jade Dixon
Partner
Tel: +61 2 8266 3590
Email

Kelly Bone
Director
Tel: +61 2 8266 1128
Email

Glenn O'Connell
Partner
Tel: +61 2 8266 0574
Email

Follow PwC Australia