As trustee for many charitable funds and adviser to many charities and non-profits, we understand that putting the right financial strategy in place is key to building a solid foundation for success.

Investment services to help your organisation

We can offer your organisation tailored investment advice and ongoing management to help maximise your organisation’s financial resources over the short and long term. 

Strategic advice
We can tailor an investment strategy that meets the needs of your organisation whether it be to build capital, generate income or both. We can also advise on tax-related matters such as maximising franking credit entitlements and provide ongoing strategic advice.

Specialised investment options
We can recommend a range of flexible investment options including the Perpetual Charitable and Community Investor Fund. This has been specifically designed for charitable and non-profit organisations to provide the potential for long-term income and capital growth.

Professional investment management
As one of Australia’s leading investment managers, Perpetual provides access to assets such as shares, property and cash through a wide range of products. Having won numerous awards, the team offers strong investment capabilities and expertise to help meet your investment needs.

For more information

Phone us on 1800 631 381 to find out how our investment advice and products can help your organisation.

 

Perpetual Philanthropic Services and advice 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.