Certificates of transfer for licensed trustee companies register

This register lists ASIC-approved transfers of assets and liabilities of estates managed by one licensee trustee company to another.

About this register

A licensed trustee company provides trustee services such as acting as an executor of a will. A trustee company might decide to transfer estate assets and liabilities that it manages to another licensed trustee company. This requires approval from ASIC.

Approved transfers are listed on the register. We only approve a transfer if it will be in the interests of the clients of the transferring and the receiving company as a group.

ASIC’s approval is called a ‘transfer determination’. We issue a certificate of transfer after the transfer determination.

Information available on the register

You can download a copy of the certificate of transfer from the register.

View the register

The certificates are listed from newest to oldest.

More information

For more on transferring estate assets and liabilities between licensed trustee companies, see:

Regulatory Guide 237 Trustee companies: Transfer determinations by ASIC (RG 237).

Relevant legislation

ASIC may give approval to licensed trustee companies under Chapter 5D of the Corporations Act 2001.