Corporate Solutions
Trustee Services
Why have a Charitable Trust?Establishing a Charitable Trust ensures long term benefits to the community and having assets maintained by a professional trustee company ensures a high degree of security. The trustee has a high level of accountability ensuring that all transactions are well documented. At Plan B, our accounts are meticulously maintained and audited by external consultants. By using our Trustee Services you have the added advantage of having access to the investment opportunities offered by Plan B Wealth Management. This means you only need to contact one place to keep track of all your assets. Native Title TrustsPlan B Trustees Limited is one of the first Trustee companies in Australia to create a department dedicated to providing Trustee services specifically for Native Title Claimant Groups. | Professional AdministrationPlan B Trustees Limited has many years of experience in administering large trusts containing both physical and liquid assets. Understanding the legal constraints of the environment in which we operate, you can feel confident your assets are well protected. Plan B Trustees Limited is licensed under the Western Australian Trustee Companies Act (1987). This means that Plan B Trustees Limited will always be in existence. InvestingWhen investing your money we consult the beneficiaries in order to establish what they want to achieve. It is only with the input of our clients that we can effectively implement investment portfolios. Plan B Wealth Management is the largest Western Australian based financial planning company and has been offering specialist financial advice since 1986. |