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The Leodaritsis & Lynch Group

Fully integrated managed Investment Scheme Solutions

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Corporate Vision

Our vision is to be the leading provider of fully integrated managed investment scheme solutions.

We strive to deliver exceptional service through our specialised boutique approach, which focuses on efficiency, transparency, and good governance. Through our comprehensive suite of services, we aim to be the trusted partner for investment managers seeking a reliable and experienced team to support their strategies.

Huntley Management Limited (AFSL 229754)

Huntley Management Limited (HML) was established in 1999 and is our preferred RE for retail-managed investment schemes.

Leodaritsis & Lynch Capital Pty Ltd (AFSL 502430)

Leodaritsis & Lynch Capital (LLC) was founded in 2019 and is our preferred Trustee for wholesale registered or unregistered managed investment schemes.

Huntley Management Limited (AFSL 229754)

Huntley Management Limited (HML) was established in 1999 and is our preferred RE for retail-managed investment schemes.

Huntley Management Limited (AFSL 229754)

Huntley Management Limited (HML) was established in 1999 and is our preferred RE for retail-managed investment schemes.

Who We Are

Dermott has over 25 years of experience working as a lawyer,corporate advisor and business owner. Uniquely, Dermotthas strong experience in both corporate law and commercial litigation with a focus on financial services. In addition to working as a partner/principal in nationallaw firms, Dermott has adapted his legal and commercial skills to create, develop, and divest businesses in Australia and the UK, both as a company founder and a commercial and legal advisor.

Dermott has assisted US fund managers in creating fundsand assisting them with potential acquisitions and continues to assist clients with establishing funds, corporate and regulatory compliance and general risk management.

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Our Services

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Peter Leodaritsis is a leading Australian securities industry figure with over 35 years of extensive experience in equities research, portfolio construction and investment management.

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Dermott has over 25 years of experience working as a lawyer, corporate advisor and business owner. Uniquely, Dermott has strong experience in both corporate law and commercial litigation with a focus on financial services.

Roles And Responsibilities Of A Trustee

Serving as a trustee signifies a strong vote of confidence in one’s decision making skill set and integrity. However, serving as trustee can be a time consuming task and one that carries significant responsibilities. If you need to select a trustee, it is important to understand what is involved and how Leodaritsis & Lynch can help you.

Administer the trust according to the terms of the trust document.

  • Understand the intentions of the trust creator to the extent possible
  • Maintain all documents and create proper records and procedures for administering the trust
  • Collect all trust assets and properly transfer them into the name of the trust.
  • Fully understand the terms and provisions of the trust document, including any discretion granted to the trustee, such as discretion regarding investment or distribution decisions.
  • Make required or discretionary distributions to beneficiaries.
  • Distribute final assets to the beneficiaries when the trust terminates.

Prudently oversee trust assets in alignment with Investment objectives.

  • Discharge duties according to fiduciary standards. Exercising care, skill, and diligence.
  • Develop and document investment objectives for the management of trust assets, including identifying goals. Performance objectives, targeted asset allocation, types of investments permitted (and prohibited), liquidity standards, and roles and responsibilities of any appointed parties.
  • Conduct a periodic review of all trust assets to determine whether they are being managed according to the terms of the trust and investment objectives.

What makes agood trustee?

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Characteristics

  • Honesty and trustworthiness.
  • Knowledge of prudent investor concepts and guidelines: insurance, tax, and trust law.
  • Organizational, managerial, and problem-solving skills.
  • Good human relations and communication skills.
  • Longevity.

Guiding principles

  • Honesty and trustworthiness.
  • Knowledge of prudent investor concepts and guidelines: insurance, tax, and trust law.
  • Organizational, managerial, and problem-solving skills.
  • Good human relations and communication skills.
  • Longevity.

How Can Leodaritsis & Lynch Help?

We bring a high level of skill, knowledge and experience to handling trusts, including managing investments and administering complex trusts. We assume full responsibilities as a corporate trustee, providing:

  • Honesty and trustworthiness.
  • Knowledge of prudent investor concepts and guidelines: insurance, tax, and trust law.
  • Organizational, managerial, and problem-solving skills.
  • Good human relations and communication skills.
  • Longevity.
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A boutique independent Australian funds management business specialising in responsible entity, trustee, corporate trust, legal services and management.

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