With our 125th anniversary approaching on 2 April, Trust is preparing for a new chapter in our story of trusteeship. We are investing in improved client relationships and a high performance team culture, with the ultimate purpose of doing everything we can to care for your wealth and well being. As a part of our renewed commitment to putting our clients at the centre of everything we do, we are exploring new ways to gain a better understanding how we can serve you best. This issue of Trust Perspective will be our last as we look for more direct and meaningful ways to communicate with you.
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Trust Perspective Issue 12 - In this issue, we reflect on our rich heritage as we celebrate the company's 125th birthday and also the bicentenary of Lachlan Macquarie's appointment to NSW Governor. His enduring legacy is a reminder to all of us to consider how we wish to be remembered: the article ‘"Is it time to review your will?" explains why. Also, as the economy starts to build momentum again post the recent financial crises, we consider our major trading partners and their impact on Australia's prospects. |
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Trust Update Issue 1 - In this issue we introduce you to Trust Update a shorter letter giving you a quick update on industry news, changes in legislation and other important updates from Trust Company. This issue includes news about this years Portia Geach Memorial Award for a portrait by a female artist. We also bring you an update on global sharemarkets from AXA's Chief Investment Officer Mark Dutton. |
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Trust Perspective Issue 11 - In this issue John Atkin reveals the main themes for our work this year. Our article ‘To give and receive’ includes accounts from people who both receive and set up charitable grants and scholarships. They talk about how this charitable support helps them pursue their dreams. We also hear from some generous people who have set up these awards and scholarships and the events in their lives that inspired them to help others. |
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Trust Perspective Issue 10 - In this issue meet John Atkin, Trust’s new Managing Director and Chief Executive Officer. Discover his vision and plans for Trust in 2009. The bumpy ride of 2008 seems to have continued for some time. We ask the question ‘Is it time to change your investment strategy?’ Another increasingly popular topic is DIY Superannuation. To find out why these schemes are so popular read the article ‘DIY Super – Is it for you? We also continue our new section ‘Still crazy after all these years’ with Valerie Lhuede’s remarkable story about Yerranderie. |
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Trust Perspective Spring 2008 - topics covered in this issue include an insight into the mistakes Heath Ledger, Brocky and Anna Nichole Smith made with their estate plans with Is your estate plan a Hollywood black comedy?, and Saving more than just tax – an insight into how giving money can be tax effective. Plus, Still crazy after all these years - read our new section profiling older people who do crazy things to amuse themselves. |
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Trust Perspective Winter 2008 - this issue features news about the new Trust Philanthropy Fund and an update about anti-money laundering and counter terrorism financing laws. We also celebrate the Bejing Olympics with a feature about how things have changed since Melbourne hosted the Games in 1956. |
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Trust Perspective Autumn 2008 - this issue includes articles on the cycle of market emotions, the journey of the Australian dollar, superannuation and life insurance traps and a first-hand look at the importance of pet therapy in our community. |
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Trust Perspective Summer 2007 - this issue includes a guide to Multi-Manager funds, a history of the Trust Foundation and an article on how to keep your bones healthy. |
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Trust Perspective Spring 2007 - this issue includes facts about investing in property overseas, how interest rates affect your investments and how to make the most of your super.
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