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RE Services

Rhodes Asset Management Ltd (ACN 165 917 813) holds a broad-ranging Australian Financial Services Licence (AFSL 464772) and offers AFSL for Hire services as well as being actively involved in Funds Management and Asset Management.

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We provide Responsible Entity (RE) services to clients seeking an appropriate structure to raise funds from retail investors, and Trustee or Authorised Intermediary services to clients raising capital from wholesale investors.

Rhodes Asset Management can offer a full range of services to your managed investment scheme, including:
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Offer documents

  • Drafting and implementation of offer/disclosure documents

  • Offer documentation review

  • Desktop Publishing

Compliance

  • Monitoring scheme compliance plans

  • Pre and post trade compliance

  • KYC and AML monitoring

  • Liaison with ASIC

Supervision of investment decisions
Adhere to legislation and regulatory requirements.
Custody services
Engagement and monitoring of external service providers
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Back-office services

  • Scheme administration​

  • Accounting

  • Unit registry

  • Portfolio valuation

  • Unit holder reporting

SPEAK TO OUR TEAM TODAY

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Contact Us

1300 425 594

enquiries@rhodesam.com.au

Office Address

‘The Hub’ Suite 1,

2 Loraine Street,

Capalaba QLD 4157

Important Information

Postal Address

PO Box 1753,

Capalaba QLD 4157 Australia

General
This website contains information about us at Rhodes Asset Management Ltd (ABN 99 165 917 813, AFSL No. 464772) (Rhodes Asset Management, we, us and our) and the services and products we provide. Rhodes Asset Management is associated with the “Rhodes Financial Group” brand and is a related party to Rhodes Financing Solutions Pty Ltd (ABN 33 651 843 828).
 
No Advice
Information published on our website is general information only. It should not be construed as personal financial advice or a recommendation to invest or acquire any financial product. We have prepared the information without taking into account the personal objectives, financial situation or needs of any particular individual. We recommend you speak with a qualified financial advisor about the appropriateness of our financial products in light of your own financial objectives and personal circumstances.
 
Reliance on Product Disclosure Statement & Target Market Determination
Information about any of our financial products is contained in the respective product disclosure statement (PDS) and target market determination (TMD) accompanied by other disclosures we are required to make by law. You may obtain a copy of the PDS & TMD on our website or by emailing us at admin@rhodesam.com.au. You should not rely on any information that is not published by us.
 
Investment risk & Past Performance
There are risks associated with an investment in a managed fund. Whilst we endeavour to exercise due diligence and care in our conduct, we do not provide guarantees on any invested capital or the investment performance of the underlying managed fund. Past performance of any managed fund described on our website is not a reliable indication of future performance

© 2024 by Rhodes Asset Management

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