We are a specialist provider of trustee services and offer a range of trust structures that can be tailored to suit your clients’ individual needs. These structures include:

• compensation trusts for managing and protecting a personal injury payment
• testamentary discretionary trusts that are created within, and by, a Will and do not take effect until after the Will-maker dies
• family trusts (living or inter vivos trusts) that are created by a deed and commence during a client’s lifetime – we don’t prepare these in-house but can facilitate their preparation
• testamentary life interest trusts
• education trusts for children or grandchildren
• trustee services for people with an intellectual disability
• trustee services for Aboriginal communities.

How we work with you

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 contact one of our business development managers on 1800 684 672.