With help from Perpetual as trustee and investment manager, your community can ensure money received through Native Title and land use agreements is invested and distributed sustainably, in consultation with the community and for the benefit of all members.
Perpetual’s specialist Native Title trusts team can help your community manage money and administer your trust so that you can fund the things your community needs now, and ensure there is money set aside for the future.
Our team will come to your country, sit down and talk to community members so we can create a trust that works for them long into the future.
Why use a trust?
Your community stays in control
Protecting and growing community money
Managing a trust brings complex legal responsibilities. Some of these responsibilities include:
- Knowing and carrying out the terms of a trust
- Protecting the assets of the trust on behalf of all beneficiaries
- Investing funds safely and wisely
- Paying trust income and capital to beneficiaries according to the trust deed and trust law
- Not favouring some beneficiaries over others
- Not mixing personal and trust assets
- Keeping proper accounts and providing full information.
As one of Australia’s largest professional trustee companies (managing approximately 1,000 charitable trusts and endowments), Perpetual helps by taking care of all the legal responsibilities. We also help the community build its own expertise in trusts, investing and budgeting.
With over 130 years of experience as a trustee for individuals, businesses and charities, Perpetual has the experience to help manage your community’s Native Title trust for the benefit of future generations as well as this one. Our trustee services can save a community and its leaders money, time and anxiety.
Perpetual works with 15 Aboriginal community clients across South Australia, Western Australia, Queensland and the Northern Territory. Yet our work with and for Aboriginal people extends way beyond Native Title Trusts.
- Perpetual was the first Australian fund manager to develop a Reconciliation Action Plan. The plan commits Perpetual to measure itself against goals in areas such as Aboriginal employment, sourcing arrangements with Aboriginal suppliers and Perpetual staff engagement with Aboriginal and Torres Strait Islander culture
- Through Supply Nation, Perpetual has committed to procurement targets with indigenous businesses
- Each year select Perpetual staff are seconded to work with the Jawun project. Staff are employed in community-building activities in the Cape York area of Northern Queensland
- Perpetual regularly supports Aboriginal festivals and cultural events
A new Trust, for more communities
Native Title and land use agreements have given many Aboriginal and Torres Strait Islander communities the scope to invest in important areas such as health, education, preserving culture and creating employment. Creating the right structures to provide these services has been more difficult for communities and local land councils who are working with smaller funds. Not anymore.
John has extensive experience working with Aboriginal Trusts and communities across Australia. His strong understanding of Aboriginal culture and issues has been strengthened by his current tertiary education in a Masters of Aboriginal Studies at University of South Australia.
John has 30 years experience in the financial services industry. He has held roles in sales and marketing, consulting and business development. For the past 15 years he has held senior regional executive roles as SA and NT State Manager for AMP and most recently as SA State Manager for Perpetual Private.
John has held various board positions including make A Wish Foundation’s national and international Boards and The Medical Research Foundation in SA. He is currently on the board of Foundation for Australia’s Most Endangered.
John has tertiary qualifications in marketing, superannuation and trust management, insurance and Aboriginal studies.
Glen is very involved in working with Aboriginal communities and groups and some of these relationships date back to the early 80’s. He works with five Native Title trust clients and is constantly travelling to meet with traditional land owners.
He held association positions in the early to mid '90s working with CRA when native title and support of indigenous communities became a reality.
Glen started his career with Westpac in 1978 and has been involved in financial services for 30 years. He lived and worked in Broome for 15 years and founded a financial services business in 1990 which focussed on insurance and financial planning in Broome and the Kimberley area. Glen also lived and worked in Kojonup during his early career.
Glen has a passion for football, having coached predominantly Aboriginal teams. Glen also coached the Kimberley and Pilbara representative team in 1995 and 1996.Glen has maintained strong ties with Shenton House at UWA, where his son Ashley attained his degree in 2007. Ashley was awarded “Outstanding Male Aboriginal Year 12 Student in 2003”. Through this association, Perpetual has been the principal sponsor of the “Western Wagyls” that participates in the NITESG games for 3 years running.
Pamela Kaye is a lawyer with 14 years’ experience working with Aboriginal clients. Pamela worked for Yamatji Marlpa Aboriginal Corporation, which is the Native Title Representative Body for the Murchison Gascoyne and Pilbara Region of WA for five years, progressing native title claims and advising Aboriginal clients in their ILUA negotiations with mining companies in the Pilbara region of Western Australia.
Pamela then worked for DLA Phillips Fox in the mining and energy team. She advised on and assisted with the negotiation and implementation of land access agreements between developers and Aboriginal groups across Australia, including in the Noongar region. She also appeared regularly before the National Native Title Tribunal in mediation and arbitration proceedings.
Pamela has extensive experience assisting developers to identify and properly engage with affected Aboriginal groups and individuals. She is frequently asked to participate in difficult or controversial projects because she is able to think innovatively and deliver solutions. Pamela has significant management experience and has built broad community consent to controversial projects through structured systems of engagement. This has involved managing stakeholder engagement, government relations, mining projects, tenure and environmental approvals.
As a Trust Manager for Perpetual, Pamela specialises in implementing strong governance structures to ensure that boards and advisory councils make informed decisions, based on professional advice, which are in accord with community goals and aspirations.
Andrew leads a national team of fiduciary, investment and advice professionals who partner with clients to help them achieve outcomes within their communities. The Community & Social Investments team forms part of Perpetual’s high net worth advisory business, Perpetual Private, encompassing Not-for-Profit and native title mandates as well as Philanthropic relationships. Andrew is the chair of Perpetual’s Reconciliation Action Plan working group and a member of the Perpetual Trustee Company Limited Board.
Prior to this role Andrew was Perpetual Private’s NSW & ACT State Manager for six years, where he helped individuals, families and Not-for-Profit organisations to manage their unique and complex financial requirements
Andrew joined Perpetual over 10 years ago as a Senior Financial Consultant where he was responsible for introducing new high net worth clients into the business.
Andrew started his career working with an independent financial planning group before relocating to London and then Hong Kong to work in funds management. On his return to Australia, Andrew held roles both as a financial adviser and Head of Premier Services NSW at a large Australian retail bank.
Lachlan has been working in the native title trust industry for more than five years and has developed extensive experience working with Aboriginal communities and Trusts across Australia. He feels privileged that through his work he has been able to learn the Aboriginal culture and the connection to country that Aboriginal communities promote.
Lachlan has over 15 years’ experience in the financial services industry. He has held roles in sales and marketing, consulting and business development. For the past five years Lachlan has held senior regional executive roles as SA, WA and NT State Manager for ANZ Trustees and Equity Trustees and most recently as a specialist Adviser on native title trusts for Perpetual Private.
Lachlan has been involved extensively with the Noongar people throughout this time, having established the trusts and held the relationships with the Wagyl Kaip and South West Boojarah claim groups. He was also critical in the establishment and function of the Noongar Charitable Trust that undertook a property development joint venture in Gnangara.
Lachlan has tertiary qualifications with a Bachelor of Commerce majoring Finance and Commercial Law. He has also completed a graduate diploma in Financial Services that included study in Investment Management, Superannuation and Insurance.
We work with Elders and other community leaders every day. Our job is to help them turn trust funds into better facilities for their community – and better lives for their people.