Services for charitable trustees

If you already have an established Prescribed Private Fund or charitable trust, Perpetual can help you with ongoing management, investment, administration and compliance, while you retain control and make the decisions. 

We've been managing charitable trusts for over 120 years and we understand what a responsibility it can be. Appointing us to manage some of the day-to-day tasks means you are no longer burdened with administration.  It can also ensure your funds are professionally invested and distributed and go directly to the organisation or purpose you have chosen to support - without too much work on your part.

A full range of services to help charitable trustees

We have the flexibility and expertise to provide the following services – on their own or as a combined service, depending upon the needs of your trust:

• preparation of trust deeds
• development of capital accumulation plan and investment strategy
• application to the Federal Department of Treasury
• management of donations and issuing receipts
• co-ordination of meetings, papers and secretariat functions
• funding research and recommendations
• distribution of funds
• lodgment of relevant returns with ATO
• accounts, auditing and reporting
• other administration and representation as required.

For more information
We invite you to phone us on 1800 631 381 to discuss your individual situation and see how we can help you.