Trust services

Perpetual can help establish and manage a variety of trusts which act as a structure to protect and grow your assets. We’ve been helping Australians with trustee services since the late 1800s and understand the complexities of the many types of trusts available.

A trust can be established for different purposes such as providing for your family or to fund charitable projects. They can be established during your lifetime or through your will, offering tax-effective and asset-protective features.

We can help you with:

• Trust establishment, such as family trusts and charitable trusts
• Strategic investment advice for your trust
• Acting as trustee, administrator or financial manager for a trust or compensation payment
• Ongoing investment management and administration
• Distribution of income from your trust to beneficiaries.

Would you like to know more?

• Ask a question
• Phone 1800 631 381

Perpetual Private Clients advice and services are provided by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643. This information has been prepared by PTCo. It contains general information and is not intended to provide you with advice or take into account your objectives, financial situation or needs.