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Trustee Services

A trust is set up to look after assets for a person or organisation. The assets can include property, shares and money. A trustee manages the trust’s assets. They are responsible for keeping the assets safe. The people or organisations that benefit from the assets in the trust are called the beneficiaries.

A trust is a legal relationship. Trusts are set up for a variety of reasons.

  • give ongoing support to a person you have left assets to
  • support a charity
  • help plan your estate in a way that is tax-effective.

Trusts help you to provide financial support for those who you love.

We can help you choose the best type of trust for what you need. If you appoint us as a trustee, we will always act in the best interests of those you care about.

What are the different types of trusts?

No matter how straightforward or complicated your circumstances are, we can help you.

Trusts FAQ’s

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We're here to help you every step of the way

Give us a call at 1300 138 672 or fill in the form to enquire about our services

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