Registry for Funds and Unit Trusts

Online managed fund registry software and services
designed for fund managers, administrators and trustees

Registry Direct provides an online platform with all the tools and services for listed and unlisted managed funds and trusts, including REITs and property funds.

We work with some of Australia’s top Fund Managers and offer all the tools and services you need to manage your Register and communicate with your clients efficiently.

Our platform gives fund managers, investors and advisers easy access to reports and holding information at all times.

Registry Direct is a proud member of the Property Funds Association of Australia.

Leading funds management
platform

bullet-image $15+ billion in assets under administration
bullet-image 800+ funds, syndicates and other structures
bullet-image 115,000+ investors
bullet-image $850+ million raised (in 12 months)
bullet-image $450+ million distributed (in 12 months)

 

Full-service unit registry
management software

bullet-image Easy on-boarding
bullet-image Full set of features
bullet-image Intuitive UI
bullet-image Customer Support
bullet-image Scalable

 

Leading platform for fund management professionals

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AML/CTF and PEP screening
Automatically manage AML/CTF and PEP screening with GreenID.

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Distributions
Pay distributions net of withholding tax based on estimated tax components.

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Tax statements
Produce and distribute annual tax statements in ATO required SDS and AMIT formats.

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Offers/Capital raising
Create and manage online application forms for offers to raise money.

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Periodic and exit statements
Produce and distribute annual periodic statements and quarterly exit statements.

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FATCA/CRS
Produce compliant FATCA and CRS reports for lodgement with the ATO.

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Import tax declarations
Upload FATCA and CRS compliant tax declarations.

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Capital calls
Create and manage bulk capital calls.  Receive payments via BPAY and EFT.

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Trusted by top names

These businesses rely on Registry Direct to manage their fund units efficiently

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Let us show you how Registry Direct can simplify your business

Or contact us with any questions

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Registry Direct
PO Box 572
Sandringham VIC 3191

hello@registrydirect.com.au
www.registrydirect.com.au