Trust management
Perpetual can help establish and manage a variety of trusts which act as a structure to grow and protect your assets. In fact we’ve been helping Australians with trustee services since the late 1800s.
Today, as a trustee company and an investment manager, Perpetual is in the unique position of being able to establish and manage a trust in addition to providing the investment strategy. Our advice and services include:
- Trust establishment
- Strategic investment advice
- Acting as trustee, administrator or financial manager
- Ongoing investment management and administration
- Distribution of income to the trust’s beneficiaries.
| Why use a trust? | Possible solution |
| You may want to leave assets to provide for your family now or in the future. | Family trusts and estate planning |
| You or a family member expects to receive a compensation payment and need it safeguarded to meet your lifestyle needs over the long term. | Compensation payments and trusts |
| You may want to establish a charitable trust that allows tax-deductible donations. | Charitable trusts |
For more information about our trust services
Phone us on 1800 631 381 or make an appointment with one of our advisers.
