If you are planning a managed investment scheme, consider Primary Securities Ltd (Primary) for the role of responsible entity.

Primary has key persons for real estate, mortgages, forestry, viticulture and horticulture.

Primary holds Australian Financial Services Licence No. 224107 and is currently licensed as responsible entity for for active managed investment schemes, all of which have independent scheme managers. These schemes are in forestry and horticulture. Primary also owns Australian Growth Managers Limited which is a separate responsible entity (AFSL No. 288721 ) operating five forestry schemes, sub-managed by RuralAus Plantation Management Pty Ltd, a subsidiary of RuralAus Investments Limited.  Primary Compass Ltd (AFSL 32380) is also owned by Primary and is the responsible entity of Compass Hotel Group Trust, submanaged by Compass Hotel Group Ltd. 

We have the right to advise and appoint authorised representatives.

We own our own software for holding, dealing with and accounting for investors' money and making allotments.

Our fees are reasonable and competitive by comparison with our competitors. We take out PI insurance under a global policy which means we can often get insured when you can't, or the portion of our premium which you pay may be cheaper than if you had your own responsible entity.

Download our 2007/2008 Financial Report.

Using Primary Securities Ltd as a contract responsible entity will add value to your project because:

• It is cheaper to use the resources of Primary Securities Ltd than to do it yourself;
• It is to your advantage to rely on our experience in managed investments; and
• It is more appealing to investors if there is an independent responsible entity.