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Native title and community trust
Providing Aboriginal communities a cost-effective and efficient way to invest.
The Perpetual Native Title and Community Trust is a pre-established charitable trust registered with the Australian Charities and Not-for-profits Commission, with Perpetual as trustee.
It is designed to provide Aboriginal communities with a cost-effective and efficient way to invest their money for immediate and future needs.
When communities set up their own account within the structure, Perpetual provides services to help manage, protect, grow and distribute their funds.
Who is it designed for?
An account within the trust is generally suited to communities with an existing Approved Recipient, such as a local Aboriginal corporation, who can:
- engage with the community
- deliver programs for charitable purposes
- prepare budgets
- distribute funds in line with what has been agreed by the community
Investment Performance of the Perpetual Native Title and Community Trust.
The investment management of the Perpetual Native Title Community Trust provides an efficient and cost-effective investment structure to assist the trust to reach its investment objectives of providing a steady and growing income stream as well as the growth of the trust asset base for the future.
The funds are invested within a suite of approved funds within the trust, which are:
Growth Fund – Suggested investment length of 5 years or longer
Conservative Fund – Suggested investment length of 3 years or longer
High Grade Floating Rate Fund – No minimum suggested investment length
Perpetual will work with the community to develop an investment strategy that meets an appropriate return and risk strategy.
To find out more about how Perpetual can work with you to help achieve what’s important to your community, or to request a Perpetual Native Title and Community Trust establishment form contact Adrian Marshall, Trust Manager on 08 8418 5699 or at adrian.marshall@perpetual.com.au
More information on the funds included within the trust
Aboriginal and/or Torres Strait Islander peoples should be aware that this (publication / website / video etc.) may contain the (images / voices / names) of people who have passed away. Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This webpage contains general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial or other adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. To view the Perpetual Group's Financial Services Guide, please click here. The information is believed to be accurate at the time of compilation and is provided in good faith. This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. This article may contain information contributed by third parties. PTCo do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this article are opinions of the author at the time of writing and do not constitute a recommendation to act. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.
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