About Us
Lynch Equities can deliver a comprehensive Australian fund management solution, that covers every aspect of managed investment scheme solutions.
Backed by a team of lawyers, accountants, property professionals and specialist consultants, we offer a seamless process to guide projects and schemes from investment fund inception to wind-up.
Our Goal
At Lynch Equities, we prioritise supporting investment managers by protecting and maximising investor outcomes in the Australian market. This means our clients benefit from the value-added experience of confidentiality and responsibility.
Our Unique Approach
By holding an Australian Financial Services Licence, Lynch Equities can act as a Responsible Entity, a Trustee, and a Custodian for wholesale and retail managed investment schemes.
A Responsible Entity
Managing investment scheme registration with a focus on efficiency, transparency and good governance for wholesale and retail schemes.
Trustee Services
Managed Investment Trust
Managed Investment Trusts are commonly used for group foreign investment due to tax benefits. Lynch Equities is qualified to meet the managed investment trust requirements as a resident holder of the requisite AFSL.
A trustee takes legal ownership of the assets held by a trust and assumes fiduciary responsibility to carry out the purposes of the trust. Lynch Equities takes pride in upholding honest values to maintain confidentiality and loyalty, following a strict purpose to be the trusted partner for investment managers who seek a reliable and experienced team.
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.