We can help protect those you care about by connecting you with one of our partner legal firms, who can provide you with a structured estate plan that covers all the bases – superannuation, trust structures, asset protection, business succession planning, charitable bequests and powers of attorney. By arranging your affairs now, you have peace of mind knowing your wealth will be distributed fairly, efficiently and tax effectively.

The administration of a will can be a difficult and long process. Whether it requires managing complex asset structures, or complex family relationships, or both. We can assume all the responsibilities associated with estate administration – from verifying assets and liabilities, managing properties, to calculating tax implications and arranging asset sales, payments and distribution. We also take responsibility for administering any ongoing trusts created in your will. If you are a named executor in a will and find the time and tasks more complex than you expected, speak to us about how we can help.

• Are you the beneficiary of an estate – or likely to become one in the future? Read some important insights into the administration issues involved. Download Perpetual's estate administration brochure.

You’ve spent your life working hard to build your wealth. What happens when you’re gone?

For your legacy to endure, your assets need to be protected and managed in your best interests or on behalf of your beneficiaries. We can help you set up trusts that provide for your family or for charitable causes. A trust is a legal structure authorising a trustee to manage your assets for your beneficiaries. It can be established during your lifetime or through your will. It protects your assets, because they are owned by an entity rather than individual beneficiaries, and it may provide a tax efficient way of managing or transferring these assets. As a professional trustee you can rely that we will always be here through generations to manage and follow the instructions of your trust.

If you have been appointed trustee, perhaps for a family member’s trust, and wish to step back from these responsibilities, we can help you find a replacement in line with the procedures set out in the trust deed.

Trusts are an important part of estate planning – but can be used for a wide range of other purposes including within a business, to hold a shared asset or to protect money set aside for a minor. Here’s a real-life example of how they can be used to safeguard the future of someone who’s suffered a life-changing injury.

You know the causes you feel passionately about and want to support, but do you know the most effective ways in which to give?

We can help you and your family give in the most effective way by matching your philanthropic vision with the right causes and charities, setting up and administering your charitable trust, helping you leave a legacy through your will and growing your donation so that it gives in perpetuity.

Involving your family in a charitable trust also demonstrates the value of saving and investing wisely, as they move closer to being responsible stewards of the family wealth. Our team specialises in: 

• Philanthropic structuring
• Grant making
• Trustee services
• Secretariat support
• Impact reporting

Find out more on philanthropy with impact

We prepare your family for their role as stewards of the family wealth by involving them in family governance, family council meetings and philanthropic giving aligned to your family values and vision.

We also provide ongoing education and mentoring to help develop their financial skills, including:

• Financial advice and investment education and mentoring services
• Access to well-being programs