Trustees Australia Ltd

Name

Trustees Australia Ltd

Legal name

Trustees Australia Limited

Website

https://trusteesau.com.au

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wholesale Fixed Income Distribution

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB)

akta.pro secondary industries

Fund Governance Support (Board/Trustee, Minutes, Policies, Oversight) (FSAAAMAH), Debt Advisory & Financing Advisory (FSAEAGAD)

Keywords

• Fixed income broking
• Direct bond investing
• Syndicated loan distribution
• Managed discretionary accounts
• Wholesale financial services

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Income from managing fixed income portfolios including syndicated loans, direct bonds, and Managed Discretionary Accounts for wholesale investors

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Trustees Australia Ltd, as part of IAM Group, provides wholesale investors, financial advisers and investment policymakers with direct access to over-the-counter fixed income products, including global and domestic direct bonds, asset-backed securities and RMBS, syndicated senior secured loans, and Managed Discretionary Accounts combining investment grade bonds and syndicated term loans. Access is delivered through the Myriad direct platform and integrations with the major Australian wrap platforms (Netwealth, HUB24, Praemium Spectrum, Macquarie Wrap), supported by a Capital Markets specialist team, Debt Capital Markets bond broking, and the BondAdviser credit research service.

Product overview

IAM Group operates as a financial services platform offering direct fixed income opportunities through a unified investment platform. The core product portfolio comprises Direct Bonds (global and domestic OTC bonds), Syndicated Loans (institutional loans), and Managed Discretionary Accounts (MDA). These are complemented by Asset-Backed Securities (including RMBS), the BondAdviser research service, Wrap Platform Solutions (connecting to Netwealth, HUB24, Praemium Spectrum, and Macquarie Wrap), and a Bond Calculator tool. The platform serves wholesale certified investors, financial advisers, and investment policymakers seeking fixed income and capital preservation solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Direct Bonds Provides wholesale certified investors, financial advisers and investment policymakers with access to a comprehensive range of global and domestic over-the-counter bonds to meet income and capital preservation needs.
• Syndicated Loans Provides wholesale investors with direct access to large, senior secured institutional loans offering attractive yields and predictable cash flows.
• Managed Discretionary Accounts (MDA) Provides investors with direct ownership of assets in a curated portfolio combining investment grade bonds and syndicated term loans, managed on the investor's behalf.
• Asset-Backed Securities (including RMBS) Includes asset-backed securities and residential mortgage-backed securities (RMBS) offered as part of the bonds product line for investors seeking structured credit exposure.
• Debt Capital Markets / Capital Markets Bond Broking Provides wholesale clients with direct access to the corporate bond market through dedicated fixed income and bond broking expertise delivered by the Capital Markets specialists team.
• Wrap Platform Solutions Distributes IAM's over-the-counter bonds through major Australian wrap platforms — Netwealth, HUB24, Praemium Spectrum and Macquarie Wrap — enabling wealth management platform users to access direct fixed income products.
• BondAdviser (Credit Research Subscription) Provides bond investors with a research and advisory subscription covering issuer and issue-specific credit opinions, trade ideas and market insights to support fixed income decision-making.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Four partnerships are on record, tiered core.

• NetwealthcoreChannel Partner/ Reseller/ DistributorNetwealth provides wrap platform access for IAM's over-the-counter bonds, enabling their clients to access direct fixed income opportunities through Netwealth's platform.
• HUB24coreChannel Partner/ Reseller/ DistributorHUB24 wrap platform provides distribution channel for IAM's bond products, expanding access to financial advisers using the HUB24 platform.
• Praemium SpectrumcoreChannel Partner/ Reseller/ DistributorPraemium Spectrum platform enables distribution of IAM's OTC bonds to advisers and investors using the Praemium platform.
• Macquarie WrapcoreChannel Partner/ Reseller/ DistributorMacquarie Wrap platform serves as a distribution channel for IAM's fixed income products, providing access to Macquarie Wrap clients.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Insight Investment: Global fixed income specialist (part of BNY Mellon) offering IG credit, ABS, and liability-driven solutions to Australian institutional and wholesale clients. Comparable as a broad incumbent in the same fixed income categories.
• BlackRock: World's largest asset manager with extensive Australian iShares ETF and institutional fixed income offerings. Comparable given overlapping adviser and wholesale channels and breadth across credit and securitised products.
• Betashares: Leading Australian ETF provider with growing fixed income and credit offerings (e.g., CRED-style and senior loan funds). Comparable given adviser/wholesale distribution and increasing focus on direct credit exposures in Australia.
• PIMCO: Global fixed income giant with significant Australian wholesale and adviser presence across IG bonds, credit, and securitised products. Comparable as a broad incumbent competing for the same wholesale fixed income mandate pool.
• Perpetual Limited: Major Australian wealth and asset manager offering fixed income, multi-asset, and credit solutions to advisers and institutions. Comparable as a broad incumbent serving the same adviser/wholesale channel with a wider product portfolio.

Direct peers

• Leveraged Capital Markets: Australian broker focused on subordinated and hybrid debt for wholesale investors. Direct peer given overlapping product focus (subordinated debt, hybrids, capital instruments) and adviser-driven distribution.
• Coolabah Capital Investments: Australian fixed income manager and bond issuer active in corporate credit and active ETFs (e.g., CRED, YMAX). Comparable to IAM's fixed income franchise given shared focus on Australian credit and adviser/wholesale distribution.
• FIIG Securities: Australia's largest dedicated fixed income broker, providing direct access to OTC corporate bonds for wholesale and sophisticated investors. Directly comparable to Trustees Australia / IAM given overlapping product set (corporate bonds, subordinated debt, hybrids) and wholesale-only distribution model.

Emerging players

• Morphic Asset Management: Australian boutique global and emerging markets equity manager with growing fixed income capabilities for wholesale investors. Comparable as an emerging Australian-based boutique in the wholesale asset management space.
• Quay Global Investors: Australian boutique manager focused on global listed infrastructure and credit for wholesale investors. Comparable as an emerging Australian boutique addressing the same wholesale and adviser channels with fixed income-adjacent strategies.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCP4gjG7S80ZCq-4JJw1Pjbg
• LinkedInlinkedin.com/company/trustees-australia-ltd

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trustees Australia Ltd