Understanding financial advice
Financial life goals
Tools and resources
Understanding investing
Products and services
Investing with IOOF
Understanding super
Your retirement goals
Understanding super & money
Enhance your estate planning offering to clients with specialist estate and trustee services from Australian Executor Trustees Limited.
Australian Executor Trustees Limited is part of the IOOF group and has a long and proud history, spanning over 130 years.
They can partner with you to provide specialist estate and trustee services that enhance your offering to your clients.
The philanthropic services offered by Australian Executor Trustees Limited help your clients establish a charitable giving program, either during their lifetime or as part of their legacy:
Australian Executor Trustees Limited offers a range of trust structures that can be tailored to suit your client’s individual needs.
These structures include:
At Australian Executor Trustees Limited, the estate planning lawyers will work in partnership with you to tailor estate plans to your clients’ individual circumstances – to make sure their wealth is managed and distributed in line with their wishes and in the most tax‑effective way.
Our unbundled or partnership approach means you continue to manage the relationship with your clients – we simply provide you with specialist estate planning advice.
Depending on a client’s circumstances, an estate plan may incorporate provisions for:
You can engage Australian Executor Trustees Limited to ensure your client’s estates are administered in line with the wishes of the deceased.
Their highly experienced team can deal with third parties (such as government departments, courts, banks, share registries, insurance companies, lawyers and accountants), providing you and your clients with personalised, efficient and professional service.
We use cookies to improve your experience on our website. By continuing you are giving consent to cookies being used. Learn more.