About Us

Our Vision and Work

Our Vision

Evolution Trustees was founded by Rupert Smoker and David Lom who identified a gap in the Australian trustee market for a trustee who is willing to and capable of providing tailored solutions to the ever changing needs of the Australian financial services sector.

How We Work

We are generally asset class agnostic and are more focused on identifying and working with likeminded counterparties in the development, operation and distribution of both registered and unregistered managed investment schemes.

At Evolution Trustees we take a risk-based approach to our role as responsible entity / trustee, while still ensuring all aspects of compliance are adhered with. In order to assist us with this risk-based approach we have developed what we term as the DRUMS:

  • Disclosure and advertising
  • Related party transactions
  • Unit pricing
  • Mandate monitoring
  • Solvency

Interested in our services?

We look forward to talking to you.