Equity Trustees – experts in philanthropy

As a specialist in end-to-end services for charitable foundations, we take the effort out of creating, administering and operating a charitable foundation, offering expert investment and granting advice and maximising the community and social benefits of your clients philanthropic donation.

Equity Trustees was established in 1888 for the purpose of providing independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. Since then we have helped manage charitable trusts on behalf of individuals, families, businesses and not-for-profit organisations.

Knowledge and networks

Our experienced team has a unique knowledge and understanding of the not-for-profit sector, overseeing millions of dollars in charitable distributions every year.

In-house investment expertise

Our investment strategy seeks to maximise the income generated for distribution, while at the same time growing capital over the long term.

We listen to your client

We work closely with your clients to understand theirt motivations for giving and to identify the most appropriate charitable structure to achieve their goals.