Custody 

Advisory 

Total Care 

We provide easy, cost-effective administration and investment reporting.

You make all the decisions concerning your portfolio. 

We provide pro-active investment advice, monitoring, administration and reporting.

You retain control over all decision-making and implementation.

We provide a comprehensive discretionary portfolio management service with investment decisions made on your behalf by Equity Trustees.

We can also provide assistance with your day-to-day financial and personal needs.

Your involvement

• You retain full discretion over all financial decisions.
• You maintain your relationships with your tax agent, financial advisor, broker, accountant and solicitor.
• You enter into an appropriate agreement.

Your involvement

• You control decision-making and undertakings on your investment portfolio.
• You retain relationships with your tax agent, broker, accountant and solicitor, if involved.
• You enter into an appropriate agreement and appoint us your agent and attorney. 

Your involvement

• You handle as few of your portfolio related decisions as you choose.
• You enter into an appropriate agreement and appoint us your agent and attorney.

Our involvement

• Administer and manage all investment documentation.
• Collect investment income.
• Act as custodian for your assets.
• Provide a dedicated Client Relationship Manager.
• Issue quarterly statements.
• Provide privileged access to bonus promotional offers from time to time.
• Maintain capital gains tax and dividend imputation records.

Our involvement

• Provide the services described for Custody Service.
• Undertake regular reviews of your portfolio and provide investment recommendations.
• Monitor your portfolio’s performance.
• Identify appropriate investment vehicles.
• Provide a superior level of personalised investor services.
• Administer and manage all investment documentation, including corporate actions.
• Provide detailed quarterly reports.

Our involvement

• Provide the services described for Advisory Service.
• Consistently review, maintain and manage your portfolio, including investment decision-making on a discretionary basis (subject to pre-agreed guidelines.
• See to all paperwork and record keeping for your personal and investment needs.
• Bill Payment Service.
• Will preparation and Estate Planning services.
• Prepare and lodge tax returns. 
• Process medical benefits claims on your behalf.