Trustee services
Independent, regulated, stone-steady.
Stone Leaf Capital Securities Limited acts as trustee for managed investment schemes and private trusts.
On this line
Every decision under our trusteeship is written, dated and held in the firm’s record-keeping system. We act in the beneficiaries’ interest, on the instruments’ terms, with no underlying product affiliation or distribution incentive.
We accept appointment only where the instrument is workable and the asset class is one the firm can hold trustee-level diligence over. Trustee decisions are not commingled across instruments; each appointment is its own record, with its own decision register and its own review cadence. The deliverable is an executed trustee instrument, an indemnity and limitation deed, and a maintained decision register reviewed at the cadence the instrument sets.
The record
A trusteeship is the record it keeps.
No commingled decisions across instruments. Each appointment carries its own register, its own review cadence and its own audit cycle, retained seven years.
- 01
Instrument
Trustee instrument executed. Beneficiary class, decision rules and review cadence written down.
- 02
Indemnity + limitation
Indemnity and limitation deed signed alongside the instrument. The risk shape is documented before the trustee accepts.
- 03
Decision register
Every state-changing decision logged with actor, dated, before/after — append-only audit table retained under the firm’s general licensee obligations at section 912A of the Corporations Act 2001 (Cth).
- 04
Review cadence
Quarterly trustee meetings, action items reconciled to the decision register, sign-off cycle tied to the instrument.
- 05
Audit
Annual audit of trustee decisions against the instrument. Findings sit in the register.
In scope
What this line covers.
Wholesale or sophisticated beneficiaries
The beneficiary class sits inside section 708 — wholesale or sophisticated investors only.
Workable instrument
The instrument has named beneficiaries, clear decision rules and a defined review cadence.
Diligence-able asset class
The underlying asset class is one we can run trustee-level diligence over — listed equities, wholesale unit trusts, private credit at scale.
Out of perimeter
What this line doesn’t do.
The boundary is written into the engagement letter, the deed, and the compliance plan. We surface it on the public site so the conversation can start at the right place.
Retail superannuation
Out of perimeter. We do not hold an RSE licence and do not pursue one.
Custody of assets
We separate trustee from custodian. An independent licensed custodian is appointed; we do not hold assets directly.
Investment discretion
The trustee does not exercise investment discretion. That sits with the sponsor or external investment manager named in the instrument.
Every decision is written, dated and held.
Reach the firm
Briefings for this line are short and dated.
Email briefings@stoneleafcapital.com.au. We respond the same business day from Brisbane.