Estate and trustee services

Australian Executor Trustees is the Trustee Services division of IOOF and has a long and proud history, spanning over 130 years. 

In 1878, a young lady from Bendigo was orphaned and left a large sum of money which was managed by two unscrupulous businessmen. These men lined their pockets, leaving hers empty and she was left to wander the streets, destitute. Her story, when published, shocked the colony and prompted a group of South Australian businessmen to set up a company to ensure this sort of thing never happened again. That company is known today as Australian Executor Trustees.

Over the years, a number of mergers and amalgamations have expanded the services offered and today, Australian Executor Trustees is part of the IOOF group, offering a range of specialist services through three core businesses:

The range of services offered by Australian Executor Trustees can be unbundled.  In other words, you retain the relationship with your client, we simply partner with you to provide specialist services that enhance your offering to your client.

To find out more about the range of services AET offers, visit their website: www.aetlimited.com.au or contact us.

Estate planning

Estate planning

You put a lifetime of work into building your wealth to achieve your goals. But what happens to that wealth when you pass away?

Trustee Services

Trustee Services

Trusts are valuable estate planning tools as they allow you to create a beneficial tax structure for your assets. Find our more, including the types of trusts we offer.

Philanthropy

Philanthropy

Our philanthropic services help you perpetuate your giving, either during your lifetime or once you have gone, or both.

Australian Executor Trustees

Australian Executor Trustees

To find out more about the range of services AET offers, please speak to your financial adviser, visit the website www.aetlimited.com.au  or contact us.