How we can help

We can help you set up a trust to make sure your loved ones’ futures are secure

We can help you to provide for those you love by:

• supporting you to choose the right type of trust for your situation and needs
• providing you with advice about the best way to include a trust in your will and preparing your will based on your instructions
• acting as your trustee. We can help you prepare a trust deed to make sure you understand and have control of the way the trust will run.

We act in the best interests of your beneficiaries

As a trustee, we act in the best interests of your beneficiaries and can set up a trust to make sure they are provided for. Your beneficiaries are the people or organisations that will benefit from the trust.

A trustee’s responsibilities are ongoing, complex and involve many duties.

We can act as a professional trustee, fulfilling all the duties and responsibilities of the role. As a trustee, we act in the best interest of your beneficiaries at all times, as well as work within the rules and directions in the trust instrument. A trust instrument can be your will, a trust deed or a court order.

How we help beneficiaries

We can help beneficiaries in a range of ways, including:

• setting up regular payments from the trust
• helping with paying bills or living expenses, educational or medical costs
• making sure a trust property is protected and insured
• collecting income from trust investments, such as interest, dividends or rent.

With our in-house tax, legal and finance experts, we can fulfil all the duties and responsibilities required of your trustee.

Private charitable trusts

You may want to provide benefits to a charity as part of your will. Our State Trustees Australia Foundation is an easy way to make a donation through an established structure.

Charitable trusts