Wealth Management & Estate Planning
At Equity Trustees, we provide a comprehensive range of services designed to grow and manage your wealth, and protect it more effectively, whether you’re:
- a new investor looking to secure your future;
- an experienced investor seeking to optimise your portfolio or minimise taxation;
- looking for estate planning advice; or
- an executor, guardian or trustee seeking expert investment management services for an estate or trust.
We take the time to gain a good understanding of your long-term goals before offering advice to help you achieve them.
Our Services
Our Portfolio Manager Service is a complete investment advisory and administration product. We can provide everything you need from managing your assets to offering investment advice. We can even pay your bills. Simply choose the level of service that suits you.
We provide competitive services for individuals with personal, pension and retirement superannuation including private (DIY) super funds.
In order to ensure your estate is distributed according to your wishes we recommend making a will and ensuring it is kept up-to-date. Drawing up a will is not expensive – especially for the peace of mind it provides.
Accidents, sudden illness, emergencies, an unexpected absence…Any of these can happen, and sometimes without warning. So it makes sense to arrange beforehand for someone to manage your affairs if for any reason help is ever needed. This is a responsibility best given to experienced professionals, like Equity Trustees, rather than a burden to be put on friends or family.
Trusts are complex entities to administer and, at Equity Trustees, we have the specialist skills to undertake this challenging role. We can advise you whether to establish a trust when you are alive or by provisions in your will depending on your circumstances.
The choice of executor to carry out the terms of your will is critical to ensure that obligations, legalities and family issues are handled professionally after your death. We provide a comprehensive professional executor services that can ensure your will and estate are managed according to your wishes.
Our Philanthropy services are designed to help clients achieve their philanthropic goals. We can advise on establishing and administering charitable trusts and foundations, managing investment portfolios held within the trusts and grant making.
Professional advice is an essential part of our service to not for profit and charitable organisations. Our aim is to help not for profit and charitable organisations to achieve their investment goals, including capital growth, security and cash flow.
We provide taxation services to individual clients, small businesses, beneficiaries and family trusts. We also specialise in tax matters relating to deceased estates. Our services range from income tax returns, capital gains calculations and all GST-related matters.
Contact us
For more information about our Wealth Management or Estate Planning services, or to discuss your personal situation, contact one of our Client Relationship Managers on 03 8623 5000, 1300 555 511 or click here.