

Capital & Treasury Solutions
Experts in Australian property trusts.
Capital & Treasury Solutions (CTS) is an independent financial adviser and trustee for wholesale clients.
As the administrator of its funds, CTS provides investment managers and investors with a range of services, including regulatory oversight, reporting, and Know Your Customer (KYC) management. We also offer administration services for application management, unit registry, and fund accounting.
Since 2012, we have been providing best-in-class financial and corporate advice, as well as transaction structuring to support clients with their corporate and financial transactions. We also offer trustee services for wholesale investment funds in Australia.CTS is led by a skilled team with extensive experience in fund management and corporate advisory services across banking and finance sectors.
Our People
Providing you with funds management, corporate advisory, banking and finance sector experience.

David Bessser - Developer
David has been building and developing quality projects for over 35 years. Combining design and financial backgrounds, David’s developments have soul and a unique “X factor” which brings additional value to the end result. Residential developments are David's passion and main focus.
The uniqueness and quality of his finished developments are best-in-class.

Abe Thomas - Chief Financial Officer
A Fellow of the Institute of Chartered Accountants with over 30 years of experience in financial services in Australia and globally.
Abe has chaired credit committees of global corporations, and brings extensive experience in risk and compliance, along with debt and equity management for asset portfolios.

David Hamilton - Authorised Representative
David has worked with clients ranging from Institutions to ultra high-net-worth individuals across all investment classes to provide guidance on Funds Management, Private Wealth Management, and Recruitment.
David previously held Authorised Representative authorities from McKinley Wilson Ltd, Shaw Stockbroking Ltd, BBY Ltd, ANZ Private Bank and UBS Wealth Management, and was a Responsible Manager for Falcon Capital Ltd.
Financial & Strategic Advice
Delivering market-competitive and commercially effective financial advice takes years of practice and discipline.
The team at CTS has built expertise in specific areas, and only provides financial and strategic advice in areas where we meet, or exceed professional ability in the markets we serve. Please contact us if you would like assistance with any of the following:

Property Trusts
CTS is licensed to provide Trustee Services for property trusts, and we have invested in sophisticated systems to support an efficient and professional service.

Managed Investment Schemes
CTS is licensed to act as a Trustee for share funds, bond funds, and many other kinds of managed investment schemes. CTS also acts as Trustee where the fund, and fund manager, are under the supervision and management of CTS.

Trustee Service
CTS can act as a Trustee for many commercial and financial arrangements, including acting as a security trustee in syndicated loan arrangements.

Acquisitions & Divestments
CTS professionals have decades of experience in mergers & acquisitions. We have a particular skill in transactions involving private companies and trusts. We provide advice including scenario analysis, transaction management, and post-transaction integration.
Trustee & Custodian Services
CTS acts as the Trustee and Custodian for many types of investment funds in Australia.
These are commonly called managed investment schemes.

Property Trusts
CTS has particular expertise in Australian property trusts. Our key executives include qualified real estate agents and experienced commercial property developers.
Our people have current and market-leading expertise in property financing and contracting with construction and development companies.
Training & Upskilling

Training and People Development
Applying CTS's deep experience in training and people development, we offer seminars, courses, and on-the-job development for financial services professionals.
CTS professionals work with clients and counterparties in financial services transactions on a daily basis and are familiar with industry practice.
Our aim is to train your Responsible Managers, Advisers, and Dealers. to deliver excellent client service in accordance with Financial Services regulations.
Your Questions Answered
We let our results speak for themselves
- Contact Us
We're here to help.
Level 5, 15 Claremont Street
South Yarra VIC 3141Mon-Fri 8:30am - 5:30pm0423 021 118
Capital & Treasury Solutions © 2021 AFSL Licence No. 429066









