At Australian Executor Trustees (AET), we are one of Australia’s largest and most experienced non‑government providers of professional trustee services, with more than $6.9 billion in funds under management and administration.*
For more than 130 years, we have been helping Australians build, manage, protect and transfer their wealth to give them peace of mind about their financial future.
Today, we offer specialist estate and trustee services through our two core businesses – Private Client Services and Superannuation.
Our comprehensive range of services include:
We partner with professional advisers such as financial advisers, accountants and lawyers to give their clients access to specialist trustee services that can be tailored to meet the clients’ circumstances.
We are part of IOOF Holdings Limited (IOOF), a leading provider of wealth management products and services in Australia. IOOF has been creating financial independence for clients since 1846.
Listed in the top 200 on the Australian Securities Exchange (ASX:IFL), IOOF provides services to more than 500,000 clients Australia-wide and is one of the largest non-bank-aligned groups in the financial services industry. IOOF manages more than $142.7 billion on behalf of its clients.*
On 31 October 2018, IOOF sold its Corporate Trust business to Sargon - read more.
*as at 30 September 2019.