The Trust Company

Your assets are valuable and you need to prepare for the unexpected. By entrusting an independent professional with the power to make financial decisisons (Power of Attorney), you can relax.

Using our Custodial Service or our Complete Service you grant us a power of attorney so we can help you to:

• Keep your finances under control;
• Stay in your home longer
• Maintain your quality of life

Custodial Services for portfolio administration

Our Custodial Service helps you leave the administrative work to some one else while continuing to make your own investment decisions while you are still able. By also granting an enduring Power of Attorney you can rest assured that we can take over your decision making if you become unable to manage yourself due to illness or mental incapacity.

Our custodial service includes:

• Investment income collection, including dividends and interest
• Investment management on your instructions including buying, selling, transferring and trading securities
• Providing notification for your decisions about corporate actions, such as rights issues and takeovers
• Fixed interest payment redemptions and renewals

For further details please see our Custodial Services Financial Services Guide .

Current fees for this service are explained in Schedule B (page 9) of our Custodial Services Agreement but in summary are:

One-off Establishment Fee: typically between $0 and $3 000 + GST, subject to work involved, based on $200 an hour + GST

Annual Management Fee:

Complete Service

The complete Trust Lifestyle Care service extends the Custodial Services outlined above to include acting as your agent to perform any financial administration services you require, such as:

• Liaise with utilities and organise bill payments

• Co-ordinate property maintenance, whether your home or investment property

• Help with medical matters (eg doctors, dentists, claims)

• Organise and manage carers

• Visit you in your home and help with occasional shopping

• Manage relocation into aged care facilities

• Organise tax returns, with your own tax agent or our own

• Set up and renew insurances

• Co-ordinate any legal matters

• Co-ordinate any financial advice you may require

Fees for this service depend on your exact service needs, so please call for a quote. As a guide, the current fees for this service are:

One-off Establishment Fee: typically between $800 and $4 500 + GST, subject to work involved and based on $200 an hour + GST

Annual Management Fee:

Complete Service under mental incapacity

In situations where we take on management of the affairs of an individual after they have lost capacity, under an enduring power of attorney, the establishment fees may be higher and could be up to the maximum outlined on page 6 of the Fee Schedule.