About Us Overview

Since 1888, generations of Australians have relied on Equity Trustees for prudent wealth management and estate services.

Established by a special act of parliament over 115 years ago, Equity Trustees offers the broadest range of financial and estate services for Financial and Estate Services and organisations.

We can manage, invest, advise and report on your behalf, across the entire spectrum of business and personal matters, including complex legal and taxation issues. These services are administered by specialists and supplement our traditional role as executor and trustee.

From a simple cash management account to cutting edge investments, including comprehensive superannuation services, we have tailored an individual solution to meet your need.

Our Portfolio Management Services are designed to take care of every financial detail, big and small, from property purchase and share broking to bill payment.

We can take the administrative burden off your shoulders. It enables you to concentrate on bigger issues with genuine peace of mind, knowing that we will always act in your best interests, with honesty and integrity.

Do You Need to be Wealthy?

One of the myths about a Trustee company is that you have to be wealthy to use our services. This is not the case. Many of our clients hold moderate assets. The common denominator is more about valuing the close working relationships with our team, and the trust and confidence that develops over the long term.

Who Are Our Clients?

There is no such person as a typical Equity Trustees private client. Our clients include:

• busy professionals, who need the day-to-day administration of their financial affairs attended to, including expatriate Australians requiring support to manage local assets
• investors without the time or specialist expertise to administer their affairs. We can help with management of a share portfolio, including capital gains tax record keeping, supervision of investment properties, or even standing in for a client due to absence or ill-health.

Contact us now about your particular needs. For every client we provide personal service solutions.