Corporate Trustee Services

A Sentor professional trustee can provide continued stability, professionalism and investment proficiency. Selecting a professional trustee can be useful in eliminating the bias that could occur from choosing a family member and ensures you avoid conflicts of interest. By not having the administrator and the beneficiary as potentially the same person, you reduce the chances of a conflict of interest.

Sentor trust specialists have experience in working alongside clients as professional trustees by providing a high level of technical tax and trust expertise with practical experience of handling the sensitive issues which arise from time to time.

Corporate Services

As part of our professional trustee service, we can manage the following:

  • Ivestment management oversight
  • Periodic distribution of income or principal as outlined in the trust document
  • Preparation of trust tax returns
  • Termination of trust and distribution of trust assets as specified in the trust document
  • Collecting and distributing income from trust assets
  • Safekeeping of assets
  • Invoice payment

Fund Trustee Services

A trustee is a person or company that is responsible for managing assets for the benefit of a third party. Trustees can be used for a variety of reasons including for a trust fund, a pension, or in the case of bankruptcy. Our experts provide a range of trustee services to open and closed-ended fund structures. Sentor are committed consultants, delivering efficient, reliable and transparent services to clients.
 
In many situations, it is beneficial to have an independent trustee. Sentor Solutions is dedicated to acting in your best interests. You will receive a professional service from our experienced consultants who are familiar with providing excellent fund trustee services. Contact us today for more information and to book your free initial consultation.

Custodian Trusteeship

Custodian trustees must meet special requirements so should not be confused with custodians or trustees. When a trust is set up, there is the beneficiary who has absolute rights to assets and income generated by the trust.
 
Trustee: Someone nominated to manage the assets of the trust for the beneficiary.
 
Custodian: An organisation such as a bank, or a stock company which holds the assets. Custodians do not have the authority to make decisions on how to manage the trust whereas trustees do.
 
Custodian Trustee: Selected from bodies listed under rule 30 in the Public Trustee Rules 191 (more specific than a custodian). The sole purpose of a custodian trustee is to hold trust assets. Separate trustees are appointed to manage these assets.

Corporate Trustee

Services We Offer Include:

  • Ivestment management oversight
  • Periodic distribution of income or principal as outlined in the trust document
  • Preparation of trust tax returns
  • Termination of trust and distribution of trust assets as specified in the trust document
  • Collecting and distributing income from trust assets
  • Safekeeping of assets
  • Invoice payment
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