Australia, Sydney

Apex Fund Services (Australia) Pty Ltd.
3 Spring Street
Sydney NSW 2000

Tel: +61 2 8035 0030


Local Time: (+11 GMT)
  • Rajiv Kalra MD Australia, Apex Fund Services and Fund Administration

    Rajiv Kalra

    Managing Director

    Tel: +61 3 9020 3000
  • Ashmita Chhabra: MD Business Development - APAC, Apex Fund Services and Fund Administration

    Ashmita Chhabra

    MD, Business Development - APAC

  • David Potter Head of Business Development - Australia, Apex Fund Services and Fund Administration

    David Potter

    Head of Business Development - Australia

  • Maggie Chan

    Managing Director - Asia Pacific

As one of two Apex offices located in Australia, Apex Sydney was launched in 2011 to provide dedicated local resource and expertise to support Australian asset managers.

Australia is highly regarded as a financial centre with a well regulated funds management industry. We recognise that local asset managers have historically demonstrated good performance but surprisingly have only more recently begun to aggressively market themselves to attract global capital.

It would seem that opportunities in the offshore market (Asia- Pacific region and beyond) have been under developed given this solid regulatory framework and good performance, the two Apex Australia offices are dedicated to providing its asset managers with seamless access to the world's major financial centres. We are not only able to facilitate introductions to the right people (including custodians, prime brokers, tax experts, lawyers, professional trustees etc.) but through working alongside other local Apex experts based in offices around the world, we are able to deliver global fund solutions on a local level.

Apex Sydney works closely with other global Apex offices in administering both onshore and offshore funds by embracing the high standards required by a global marketplace. We currently administer various fund types, including the following:

  • Australian Managed Investment Schemes (wholesale and retail)
  • Superannuation Funds
  • Listed Investment Companies (LICs)
  • Limited Partnerships
  • Offshore Funds
  • Private Equity Fund Structures

Click Here to download the Apex Australia services brochure.