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It’s been nearly two years since Equity Trustees acquired Australian Executor Trustees and what an incredible two years it has been. Read the media release from 2022 here.

We’ve seen rapid development like never before and overall success for our clients. You have been, and continue to be, a big part of this roadmap to growth and help make Equity Trustees what we are today.

As we continue to grow and improve our service to you, you will see more of the Equity Trustees brand.

  • Who is Equity Trustees?

    Equity Trustees is an independent Trustee and Executor company established in 1888 and has become one of Australia’s largest specialist trustee companies. Together we have been trusted with Australia’s wealth and estates for more than 145 years.

  • What does this mean for Australian Executor Trustees?

    You will see more of the Equity Trustees brand where you would normally see the Australian Executor Trustees brand. This can be in different types of communications regarding your service such as emails or mailed letters, voicemails, email signatures, websites and more.

  • Does this affect my service?

    Not at all. Your service remains the same. You might see less of the AET logo, but your service hasn’t changed.

  • Will I have the same relationship manager?

    Yes, your current relationship manager won’t change. The only difference you’ll see is now they are part of Equity Trustees. From time to time, you may hear from different people at Equity Trustees, but rest assured your relationship with us is our top priority.

  • How will I access my service moving forward?

    You can continue to contact your Relationship Manager to for updates to your service with us. Equity Trustees will also keep you updated with regular communications via email and/or mail.

  • Will my fees change?

    No, just like your service, your fees will remain the same.

  • How will Equity Trustees manage my data?

    Equity Trustees treats our data with the utmost security and privacy. We do not share data with third parties without consent. Our extensive cybersecurity measures ensures your data is safe. Visit our website to read more about our privacy policy.

  • Do I have to do anything?

    You don’t have to do anything. We only recommend ensuring your Relationship Manager has your current contact details including a primary email and phone number.

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