Compensation trusts

Have you, or do you know someone who has, suffered a personal injury and received a compensation payment?

If so, it’s important that it’s invested appropriately. The funds must be protected; they must be available for any ongoing care or lifestyle needs, especially if the injury means that person is no longer able to work.

We are a national specialist provider of trustee and financial management services for people who receive a lump sum compensation payment for damages arising from medical negligence, motor vehicle accident, workplace accident or some other personal injury.

Our service is highly personalised. There is no call centre. Instead, our clients, their families and their trusted advisers have 24-hour access to dedicated AET relationship managers.

How we can help you

Every one of our clients is unique and has different needs and goals. Whether they suffer from cerebral palsy, an acquired brain injury or some other form of physical or cognitive impairment, our aim is to help manage, invest and protect the compensation payment they have received to enable them to maximise their quality and enjoyment of life.

Our services include:

  • financial advice and investments – specialising in wealth management and life planning for people who have received a large compensation payment as a result of a catastrophic injury
  • trustee and financial management services – for management of day-to-day finances, major purchases as well as National Disability Insurance Scheme registration and reporting.

For more information, please contact Ravi Malhotra, Head of Business Development, on 0466 528 146 or email

Providing estate and trustee services for more than 140 years.

Meet the Compensation Trust Team

Matt Pearson

Head of Client Engagement – Private Client Services

Sydney office

Ravi Malhotra

Head of Business Development, Private Client Services

Sydney office

Paul O'Neill

Senior Manager – Business Development, Trustee Services

Sydney office

View all members in our Compensation Trust Team.View team