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Additional services

When you deal with State Trustees, you’ll benefit from our skilled and experienced team across a variety of specialist services.

As a State Trustees client, you’ll benefit from a variety of specialist services delivered by our skilled and experienced team. Whether your needs are complex or simple, our experts are in-house to ensure your financial and legal affairs are in good order, when you need it.

Taxation

Our team of taxation specialists ensure that our clients affairs and entitlements are always in good order. We’re also the leading experts in deceased estate taxation – supporting individuals, law firms and general taxation specialists across Victoria.

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Our legal team provides complex advice on a variety of services to support our clients. Where State Trustees is the Executor, we can act on our client’s behalf on legal matters such as elder abuse claims and estate disputes.

Genealogy

Our Genealogy service uncovers hidden assets, inheritance, and legal ties in your family history, which can be crucial for estate administration and financial security.

Financial planning

Our financial planning service focuses on providing financial recommendations that prioritise our clients’ personal and financial well-being.

Insurance

Our insurance experts handle your insurance policies and the claims process helping you access benefits at important life moments. 

Pensions

Our experts work closely with Centrelink to make sure you get all the benefits you deserve, managing everything from start to finish, ensuring you receive your claims and entitlements.

Property

We handle the buying, selling, and upkeep of properties, and manage leases for residential and commercial properties on your behalf, providing you with convenience and peace of mind.

Investing our clients’ money

We provide a range of investment funds (known as ‘Common Funds’ or ‘Funds’) to cater for the diverse investment needs of our clients. These Funds are invested in various asset classes, such as Australian and international shares.

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State Trustees Limited operates on the lands of Traditional Custodians. We acknowledge their history, culture and Elders past, present and emerging. State Trustees is committed to cultivating inclusive environments for staff and clients. We celebrate and value people of all backgrounds, genders, sexualities, cultures and abilities.

Original artwork ‘Four Sisters Coming Together’ by Melissa Bell 2023