Our Governance

The State of Victoria serves as the sole shareholder of our company. State Trustees reports to the Treasurer of Victoria through the Victorian Department of Treasury and Finance.

Compliance and legislation

Our governance practices align with guidelines established by the Victorian Public Sector Commission. State Trustees is a State Government-backed company registered with the Australian Securities and Investments Commission (ASIC). Operating as a State Government Business Enterprise (GBE) and holding an Australian Financial Services License, the company complies with several key pieces of legislation, including:

  • State Owned Enterprises Act 1992
  • State Trustees (State Owned Company) Act 1994
  • Guardianship and Administration Act 1986
  • Guardianship and Administration Act 2019
  • Trustee Companies Act 1984
  • Corporations Act 2001
  • Financial Management Act 1994

Privacy Policy

Our policies and procedures serve as guiding principles for our operations, ensuring that we make decisions that benefit all Victorians. View privacy policy here

Gifts and benefits

In line with State Trustees Board Approved Gifts, Benefits and Hospitality Policy, any gift received by us is declared for transparency and can be viewed here.

Annual reports

View and download our latest annual reports here

Public Interest Disclosures

See our provisions for reporting and disclosing instances of improper conduct here.

Gender Equality

We take pride in our unwavering commitment to improving gender equity within our workplace and the community. View our latest Gender Equality Action Plan here.

Continuous Professional Development

Read about our Continuous Development Policy for Financial Planners at State Trustees here.

Supplying to us

Procurement processes are managed transparently and equitably through the Victorian Government. If you are a potential supplier, learn more here.

Aboriginal flag Torres Strait islander flag Pride flag
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