RG 237
Trustee companies: Transfer determinations by ASIC
Issued 5 June 2012. This guide is for licensed trustee companies providing traditional trustee company services that are seeking to transfer the administration of estate assets and liabilities to other trustee companies under the transfer determination provisions of Ch 5D of the Corporations Act 2001.
In plain English
This guide explains how licensed trustee companies can transfer estate administration to another company.
RG 237 applies to licensed trustee companies offering traditional trustee services. It details the process for transferring estate assets and liabilities to another trustee company. ASIC makes transfer determinations under Chapter 5D of the Corporations Act 2001. This guide was issued on 5 June 2012.
Why it matters
If your trustee company needs to transfer administration duties, this guide outlines the steps you must follow to gain ASIC approval. Ensure your processes align with ASIC’s requirements.
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Issuing regulator
ASIC →Topics
Source: https://www.asic.gov.au/regulatory-resources/find-a-document/regulatory-guides/rg-237-trustee-companies-transfer-determinations-by-asic/. Rules Mate indexes + summarises; always verify against the regulator's live publication.