We have been providing trustee services to Australians since the day our doors first opened and it remains at the heart of what we do today. As a professional trustee, we help Australian families manage and transfer their wealth tax‑effectively.
Being a trustee is an important role; one of our primary obligations is to protect beneficiaries. This isn’t always easy but it’s a responsibility and obligation we take very seriously.
We are a specialist provider of trustee services and offer a range of trust structures that can be tailored to suit your needs.
A trust structure is simply an ownership structure. For example, the assets of a trust are owned by the trustee (who may be an individual or organisation) but held for the benefit of other individuals or organisations (the beneficiaries).
Trusts offer a beneficial tax structure that can also provide protection for the assets of minor children, people with an intellectual disability or other at-risk beneficiaries. We also provide specialist trustee services for Aboriginal communities and Native Title claim groups.
Trusts are created for a variety of reasons. At AET, we are able to help you choose the trust that best meets your needs.
Working with your adviser, we can establish and manage a trust tailored to your individual requirements and make sure it works in the best interests of the beneficiaries.
We work in partnership with you to provide unbundled, tailored and professional trustee services to your clients to manage their wealth effectively.
For more information on our trust administration services, please speak to your adviser or call us on 1800 882 218.