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.
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.
We work with trusted advisers and all our services can be tailored to suit individual needs.
Our professional trustee services can help Australian families with:
We partner with you to provide your clients with specialist trustee services including:
To find out more about the trustee services we offer, please call us on 1800 882 218.