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Estate and trustee services

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.

Services available

Philanthropic services

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:

  • The AET private ancillary fund structure is created during your client’s lifetime and continues in perpetuity.
  • The AET Foundation is a public ancillary fund that can be used for clients who want to set up a donor-advised account.
  • A testamentary charitable trust which is established within your client’s Will, commences on their death and allows their giving to continue after they have gone.
  • Leaving a bequest or gift to charity through their Will.

Learn more about philanthropic services

Trustee services

Australian Executor Trustees Limited offers a range of trust structures that can be tailored to suit your client’s individual needs.

These structures include:

  • compensation trusts for managing and protecting a personal injury payment.
  • testamentary discretionary trusts that are created within, and by, a Will and do not take effect until after the Will-maker dies
  • family trusts (living or inter vivos trusts) that are created by a deed and commence during a client’s lifetime
    – please note Australian Executor Trustees Limited doesn't prepare these in-house but can facilitate their preparation.
  • testamentary life interest trusts
  • education trusts for children or grandchildren
  • trustee services for people with an intellectual disability
  • trustee services for Aboriginal communities.

Learn more about trustee services

Estate planning

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:

  • nominating someone to act on their behalf if they become unable to manage their own affairs – a financial or medical power of attorney or an advance care directive.
  • creating trusts or other structures for tax purposes or to protect significant assets
  • specifying arrangements for the smooth transfer of business interests
  • ensuring structures they control, such as a family trust, family companies or superannuation funds, pass to the control of people they choose and trust
  • protecting and providing for their loved ones with a disability or special needs, including young children
  • protecting their children’s inheritance from claims by creditors or claims resulting from any future relationship breakdowns
  • a charitable giving program, whether it is a one-off donation, charitable trust or foundation such as a private ancillary fund.

Learn more about estate planning

Estate administration

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.

Learn more about estate administration