Public Trustee as a trustee
There are many legal duties involved in managing a trust, and a good understanding of legal, accounting, investment, and taxation matters is required. This is why it is important to appoint an experienced trustee. Your trustee needs to be prudent and impartial.
Being a trustee is both demanding and time consuming, and you need a trustee who is willing and able to fulfil the term of their appointment as trustee, which often includes managing assets over a long period of time. An individual as a trustee may be unfit to, unwilling to, or incapable of carrying out their obligations as trustee either now or in the future. They may also die and leave the trust without anyone to ensure its continuation.
We are experienced in all matters involved in being a trustee, and we have been around for a long time and intend to be for a long time to come.
We will always be there for you, and we will administer your trust competently, impartially, and with empathy.
Public Trustee also has in place prudent and diversified investment strategies for the trustee funds which we manage. Standard investment strategies are available for every trust. As trustee, we ensure that no undue risk is either introduced or retained in your investment portfolio, and that there is sufficient diversification in place to ensure continued growth.