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Trustee services

If you are a charitable trustee, Perpetual can help you with the ongoing management and administration involved in running your foundation. As a trustee company, we can also act as corporate trustee for private ancillary funds.

Outsource the hard work

Depending on your needs we can help you with one or a number of your responsibilities.

  • Acting as co-trustee or corporate trustee. 
  • Trust deed applications. 
  • Developing your capital accumulation plan and investment strategy. 
  • Applying to the Australian Tax Office (ATO) for concessional tax status. 
  • Managing donations, receipts and distribution of funds. 
  • Researching and recommending grant recipients.
  • Coordinating meetings, papers and secretariat functions. 
  • Accounting, auditing, reporting and ATO lodgements.

For more information

Phone us on 1800 501 227 to find out how we can help you.

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.

 

Contact us

Phone: 1800 501 227
Email us

Contact Perpetual Private