Trustee Services

Pacific Custodians (part of MUFG Pension & Market Services) holds an Australian Financial Services Licence and specialises in the establishment and management of a wide variety of trustee relationships, including:

• Employee share plan management
• Defined and discretionary benefit trusts.

The complete solution encompasses

• Accounting and reporting of trust assets
• Cash / Capital distribution of trust assets
• Finance and Tax compliance
• Legal drafting services

How we can help

• We can establish a trust structure to maximise plan efficiency, tax effectiveness and compliance obligations of the company
• Securities can be acquired and/or issued and held in the trust for the benefit of employees in the plan(s)
• The trust can be used primarily as a vehicle to hold securities allocated and/or forfeited by participants of current employee share plan(s) and recycled for future obligations of the plan(s)
• We can act as Trustee to manage the assets of the trust and dividends that attach to the assets as well as distribute trust property to underlying beneficiaries of each plan
• We provide a detailed monthly reconciliation of the trust assets.

How we add value

• Dedicated trust office with trained experts
• Trust establishment, management and asset safeguarding expertise
• Proven experience in establishing trusts for listed and unlisted entities
• Established industry partnerships to deliver enhanced compliance and reporting capability
• Comprehensive suite of value added services
• Substantial security and insurance measures in place to ensure the safety of client assets.