DO YOU NEED A TRUST?

There are many different reasons to establish a trust.

  • Do you have a family member who is unable to manage their affairs due to intellectual impairment or addiction?
  • Do you have family members who are under the age of 18?
  • Do you have a family member who is at risk of divorce, bankruptcy or litigation?
  • Are you part of a blended family?
  • Are you interested in tax savings for your beneficiaries?
  • Would you like to support charitable causes now or as part of your estate?

types of trusts

ROLE OF A TRUSTEE


A trustee is a person, or company, who manages the Trust and is the legal owner of the Trust assets. They must carry out the terms of the Trust and always act in the best interests of the beneficiaries. Above all else, a trustee must be impartial and prudent. Find out more about the duties and responsibilities of a trustee.

MANAGING THE TRUST ASSETS


Equity Trustees’ experienced in-house team of investment advisers, tax specialists, property managers and lawyers work together to manage your Trust assets.

Our investment philosophy is prudent with long-term growth objectives. We ensure that Trust assets are managed in accordance with beneficiary circumstances, the need for diversification as well as the appropriate level of risk and tax minimisation.

If you would prefer another adviser to manage the assets, we can work with them to support the best outcomes for your Trust.