For over 120 years, Perpetual has helped individuals, families and companies realise their philanthropic aspirations. We have also helped many charitable and non-profit organisations to maximise their financial resources and become more effective in the community by investing and managing their funds.

We first began providing trustee services in the late 1800’s when early Australians created charitable endowments. Today, as trustee of over 450 charitable trusts, we have assisted in the establishment and distribution of funds for medical, social, environmental, religious, cultural and educational purposes.

In 1998, we established the Perpetual Foundation, which brings the generosity of individuals and organisations together with our resources and expertise in managing charitable funds.

Our proven success in managing charitable monies in Australia and growing the assets of charitable trusts means we understand the needs of philanthropists, charitable and non-profit organisations as well as professionals servicing these groups.

Our expertise and specialist products and services focus on three key areas in relation to charitable funds:

• Investment – strategic advice and management
• Admin and management – comprehensive legal, tax, compliance and reporting serivices
• Distribution – research and strategic advice on how to give effectively.

We believe that this combination offers our clients a holistic service to grow charitable funds, look after time consuming and complex matters and help with distributing funds for greater community impact.

We are dedicated to providing quality personal service and expertise to give our clients the confidence knowing that their charitable funds are being professionally managed now and in the future.

If you are interested in any of our services, we invite you to phone us on 1800 631 381 to discuss your needs.