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The Industry : products and services |
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Building on their core capabilities and longstanding reputation of integrity and security, trustee corporations today provide a wide range of financial services to individual, family and corporate clients. Services include:
- Traditional personal wealth management
- Wealth protection and transfer
- estate planning
- writing wills
- acting as executor of deceased estates
- establishing and administering personal trusts
- preparing and administering Powers of Attorney
- Protecting vulnerable members of the community, by acting as guardian or financial manager, usually under Court or Tribunal order, for persons unable to look after their own affairs, including minors and the intellectually-disabled
- Administering charitable trusts and foundations, including for medical research, galleries, museums, and education scholarships
- Other personal business
- trustee or administrator for small superannuation funds
- providing tax advice and preparing tax returns
- financial planning
- Funds management, offering most types of unit trusts and common funds
- Corporate activities, including:
- registry operations
- custodial services
- trustee for debenture and convertible note issues
- securitisation facilities
- compliance monitoring
- trustee or administrator for retail superannuation funds
Further information:
Unique Features
Industry Statistics
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