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Event description
Class Number: 36
Previous details
Class Number: 36 Class Items: Corporate trustee services; trustee services including trustee registry services; custody services; trustee advisory services; trust services; trust advice; trust investment services; financial trust and unit trust administration, management and investment services; acting as a responsible entity, trustee or security trustee; investment services including in relation to funds, capital, equity, real estate and property; investment planning; investment consultancy; investment custody; assisting others with the establishment and operation of managed investment funds; financial services; financial management services; financial advice; financial advice relating to taxation; financial analysis; financial research; financial research services relating to real estate; financial asset management; financial management of funds; financial fund management; financial compliance management; financial due diligence services; administration of financial affairs; investment management of funds; investment of funds; registry services; unit registry services; unit registry management services; property development; financing of property development; real estate services relating to property development; commercial property investment services; property management; property portfolio management; tax services (financial); insurance services; capital fund management; capital fund investment; financial asset management; financial distribution fund services; financial compliance management; financial modelling services; financial due diligence services; independent director services (financial); financial valuations; valuation of property, real estate and assets; fund financial management; fund financial reporting; fund unit pricing; dividend and trust distribution calculation and remittance services provided to managed funds (including managed investment schemes, investment funds and investment syndicates of any nature); provision of advice, consultancy and information in relation to all the foregoing services; all of the aforesaid services including such services provided to or in relation to property investment funds and/or the property investment or property industry, property development funds and/or the property development industry, commercial property funds and/or the commercial property industry, hotel property funds and/or the hotel property industry, leisure property funds and/or the leisure property industry, industrial property funds and/or the industrial property industry, residential property funds and/or the residential property industry, land holding funds and/or the land holding funds industry, self-storage property funds and/or the self-storage property industry, car park property industry funds and/or the car park property industry, education property funds and/or the education property industry, childcare property funds and/or the childcare property industry, aquaculture funds and/or the aquaculture industry, water rights funds and/or water rights industry, seafood rights funds and/or the seafood rights industry, mortgage funds and/or the mortgage industry, pooled mortgage funds and/or the pooled mortgage industry, contributory mortgage funds and/or the contributory mortgage industry, credit funds and/or the credit industry, debt funds and/or the debt industry, private equity funds and/or the private equity industry, venture capital funds and/or the venture capital industry, equity funds and/or the equity industry, diversified funds, agricultural funds and/or the agricultural industry, impact funds and/or the impact industry, green energy funds and/or the green energy industry, social housing funds and/or the social housing industry, disability housing funds and/or the social housing industry, carbon funds and/or the carbon industry, crypto funds and/or the crypto industry, energy funds and/or the energy industry, securities funds and/or the securities industry, hedge funds, alternative asset funds, visa investment funds and cash funds
New details
Class Number: 36 Class Items: Corporate trustee services; trustee services including trustee registry services; financial custody services, namely services involving the physical and electronic safekeeping of assets, including securities, cash, and other financial products and instruments; trustee advisory services; trust services; trust advice; trust investment services; financial trust and unit trust administration, financial management and investment services; acting as a responsible entity, trustee or security trustee; financial investment services including in relation to funds, capital, equity, real estate and property; financial investment planning; financial investment consultancy; financial investment custody; assisting others with the establishment and operation of managed investment funds; financial services; financial management services; financial advice; financial advice relating to taxation; financial analysis; financial research; financial asset management; financial management of funds; financial fund management; financial compliance management; financial due diligence services; administration of financial affairs; investment management of funds; investment of funds; financial registry services, namely unit registry services for investor record-keeping, processing transactions, income distribution and reporting, investor communication, regulatory compliance and investor support services, and other registry services for interests held in investment vehicles requiring an Australian Financial Services Licence; financial unit registry management services, namely unit registry management services for investor record-keeping, processing transactions, income distribution and reporting, investor communication, regulatory compliance and investor support services, and other unit registry management services for interests held in investment vehicles requiring an Australian Financial Services Licence; financing of property development; commercial property investment services (financial); tax services (financial); insurance services; capital fund management; capital fund investment; financial asset management; financial distribution fund services; financial compliance management; financial modelling services; financial due diligence services; independent director services (financial); financial valuations; valuation of property, real estate and assets; fund financial management; fund financial reporting; fund unit pricing, namely determining or allocating the value of investments held by a fund by means of unitisation; dividend and trust distribution calculation and remittance services provided to managed funds (including managed investment schemes, investment funds and investment syndicates of any nature); provision of advice, consultancy and information in relation to all the foregoing services; all of the aforesaid services including such services provided to or in relation to property investment funds (financial), property development funds (financial), commercial property funds (financial), hotel property funds (financial), leisure property funds (financial), industrial property funds (financial), residential property funds (financial), land holding funds (financial), self-storage property funds (financial), car park property industry funds (financial), education property funds (financial), childcare property funds (financial), aquaculture funds(financial) and/or the aquaculture industry, water rights funds (financial) and/or water rights industry, seafood rights funds (financial) and/or the seafood rights industry, mortgage funds and/or the mortgage industry, pooled mortgage funds and/or the pooled mortgage industry, contributory mortgage funds and/or the contributory mortgage industry, credit funds and/or the credit industry, debt funds and/or the debt industry, private equity funds and/or the private equity industry, venture capital funds (financial) and/or the venture capital industry, equity funds (financial) and/or the equity industry, diversified funds, agricultural funds (financial) and/or the agricultural industry, impact funds (financial) and/or the impact industry, green energy funds (financial) and/or the green energy industry, social housing funds (financial), disability housing funds (financial), carbon funds (financial) and/or the carbon industry, crypto funds and/or the crypto industry, energy funds (financial) and/or the energy industry, securities funds (financial) and/or the securities industry, hedge funds, alternative asset funds (financial), visa investment funds and cash funds; none of the aforesaid services being real estate or property services requiring a real estate licence or real estate brokers licence; none of the aforesaid being trust account services in respect of trust accounts established and held by real estate agents for the sale of real estate or property management
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