Services

Australian Executor Trustees (AET) is one of Australia’s largest and most experienced non-government providers of professional trustee services. We have been helping Australians for over 140 years to build, manage, protect and transfer their wealth so they have peace of mind about their financial future.

Our Services

We support Aboriginal and Torres Strait Islander communities and Native Title claim groups manage, distribute, and invest compensation funds for the benefit of their communities.

Native Title

We have a proud heritage of helping Australians give back to the community. We are helping philanthropy grow through education programs, collaboration with industry and research.

Philanthropy

We have been providing trustee services since we started, and it remains at the heart of what we do. As a professional trustee, we help families manage and transfer their wealth tax effectively.

Trustee services

Take control of your super with a tailored personal superannuation solution. We have been providing superannuation services for more than twenty years and have expertise in managing super.

Personal Superannuation Services

We are a specialist provider of trustee and financial management services for people who receive a lump sum compensation payment resulting from an accident or an injury.

Compensation trusts

By having an estate plan in place, you can be sure that your assets will be managed and distributed the way you want and in the most tax-effective manner.

Wills and estate planning

When it comes to managing an estate and appointing an executor, you can choose an individual (either a family member or friend) or a professional trustee company.

Executor services

We provide financial advice and have a team of financial professionals dedicated to helping people who are seeking specialist financial advice.

Wealth Management

We can work in partnership with you to give your clients specialist advice on estate and trustee services. We don’t take over the client relationship, we simply work with you to provide specialist services and take away some of the backend administration.

INFORMATION FOR ADVISORS

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