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Financial Market News

Managed Investment Schemes

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With market uncertainty high and investors nervous, there is heightened onus on Managed Investment Schemes to ensure that they comply with Australian Standards and the Corporations Act in regards to reporting requirements.

The Australian Securities Investment Commission (ASIC) sets out clear guidelines regarding the responsibilities of a Managed Investment Scheme, including the auditing and reporting requirements.

Bentleys Chartered Accountants and Business Advisors have extensive experience working with Managed Investment Schemes across Australia. Our clients span a range of industries including olive and wine producers, forestry and the world's largest producer of Indian sandalwood.

We ensure compliance with ASIC requirements through our methodical risk-based approach and deliver a range of services including: 

  • Audits and reviews of scheme financial reports 
  • Audits of compliance plans 
  • Audits of Australian Financial Services Licenses 
  • Audit of Responsible Entities financial reports
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