Protecting and providing for those we care about is something we all want to do.
That’s about more than a will. It’s about careful estate planning and the smart use of trusts and professional advice to protect your wealth and your family.
Perpetual is Australia’s oldest trustee company. We have been safeguarding the wealth of Australians and the future of their families since the late 1800s.
Whether you’re planning for your family’s future or acting as executor for someone else’s estate, we can help you manage the legal, accounting, taxation and investment issues involved in protecting and growing wealth so it will benefit the people you care for.
Peace of mind
Together we can help you to create an estate plan that delivers on your wishes for your loved ones. This may include:
- Your will
- Superannuation planning
- Trust structures such as testamentary, protective or family trusts and charitable trusts
- Setting up enduring powers of attorney, guardianship arrangements or advanced care directives
- Business succession planning.
Crucially, we work with you to make sure your estate planning changes as your life changes. That means regularly reviewing strategies and structures and providing options and suggestions to make sure your estate plan is always relevant to your needs.
Estate management and administration
There are many reasons you may need to set up a trust:
- For the benefit of your whole family
- To direct funds to a charity or a cause dear to your heart
- To protect minors and fund their education
- To care for a family member with a disability
- To ensure wealth passes through generations
- To maintain an asset – such as a family or holiday home - for family use.
It’s important to make sure the trust works for the beneficiaries in the way you intended. Founded as a trustee company, Perpetual has long experience establishing and managing trusts to provide the right results for beneficiaries. Our prudent and risk-aware approach to managing trust funds is well suited to the long-term stewardship of trust assets.
There are certain situations where you may need a trusted and independent third party to help you manage your financial affairs:
- If you – or someone you care for - has lost capacity or expects to lose capacity
- If you’re travelling overseas
- If you need assistance managing and safeguarding compensation payments and disability trusts
- When you’re tasked with managing an estate, trust or bequest and want to outsource the administrative burden and reduce the risk of family disputes.
Whether through a power of attorney or trustee arrangement, Perpetual can help with everything from simple financial tasks such as bill paying, right through to management of major property and investment assets.