Trustee services for people with an intellectual disability

Caring for a person with an intellectual disability is a huge responsibility. At AET, we understand what’s involved and the important role you play in helping your client plan for their future.

By working with you, we aim to help you protect your client’s relative for the rest of their life in a coordinated and tax-effective manner.

Our trust management in conjunction with your investment management services remove some of the burden of planning. We use structures that help maximise the person’s quality of life, giving them and their family financial peace of mind.

How we work with you

The holistic package of fiduciary services we offer means we can help you tailor a package to suit your client’s particular needs. It also ensures you participate in managing funds on behalf of your client and their family.

Choose from a core package of estate and trustee services and add any additional services.

Core and additional services diagram

For more information, please read our flyer and case study.

To find out more about how our trustee services for people with an intellectual disability can help you and your clients, please contact one of our business development managers on 1800 684 672.

Providing estate and trustee services for more than 130 years.

Meet the Private Client Services Team

Ravi Malhotra

Head of Business Development, Private Client Services

Sydney office

Matt Pearson

Head of Client Engagement – Private Client Services

Sydney office

Paul O'Neill

Senior Manager – Business Development, Trustee Services

Sydney office

Adeline Lim

Special Counsel, Trust & Fiduciary Services

Adelaide office

View all members in our Private Client Services Team. View team