About Us
LLA Equity Ltd sits under the Lynch Equities group and is one of the oldest holders of an Australian Financial Services License (AFSL number 229754).
LLA Equity was first registered in 1999 and has acted as the Responsible Entity and Trustee for dozens of managed investment Schemes and Trusts for over 25-years.
In addition, LLA Equity (through a related entity) also acted as custodian and managed the fund administration through external parties.
Historically, LLA Equity has overseen funds that operate in:
Credit
Mortgage Trusts
Property
Agriculture
Viticulture
Energy
Hospitality
Resources
Litigation Funding
Distilleries
Throughout the years, LLA Equity has adapted to market and regulatory requirements and continues to look for ways to make its services more accessible to investment managers and investors.
More recently, LLA Equity has developed its Managed Investment Trust capabilities and is in the process of developing products to increase the liquidity of the funds under its management and delivering services more efficiently to investors.
Our Values
Integrity
We act with integrity in all we do, acting lawfully, ethically and responsibly and with transparency in our operations.
Investment
Philosophy
We are passionate about our clients’ affairs. Understanding their investment strategies can help ensure they align with the expected goals for the trust's assets.
Service
We work in true partnership with our clients to offer tailored services that meet the specific needs and objectives of the trust.
Fiduciary
Responsibility
We are committed to acting in the best interests of the beneficiaries, prioritising their needs above all else.
Communication
We clearly explain our processes and decisions to the investment manager and beneficiaries, encourging everyone to speak-up about the things that matter.
Regulatory
Compliance
We have a strong understanding of and compliance with relevant regulations and legal requirements.