Perpetual Trustee Company Limited

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General Overview

About Perpetual

Perpetual is an ASX-listed, independent and diversified financial services company with a rich history dating back to 1886. Across their three businesses – Perpetual Investments, Perpetual Private and Perpetual Corporate Trust – their people focus on protecting and growing clients’ wealth, with a relentless focus on consistent delivery over time.

A widely-recognised and respected financial services organisation, Perpetual is one of Australia’s largest independent wealth managers, an expert adviser to high net worth individuals, families and businesses, and a leading provider of corporate trustee services. We are proud to manage $31.8 billion in funds under management, $12.6 billion in funds under advice and $545.1 billion in funds under administration (as at 31 December 2014).

Perpetual Investments has been awarded Fund Manager of the Year Awards across multiple categories every year for the past decade and Perpetual Private has been rated #1 by Euromoney for their range of advisory services for high net worth clients.

History

In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company.

Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

Through wars, recessions and financial crises, they have continually evolved to meet the challenges of constant social, technological and economic change.

Their core values and financial principles have endured through time and will continue to endure.

Their Business

A widely-recognised and respected financial services organisation, Perpetual is one of Australia’s largest independent wealth managers, an expert adviser to high net worth individuals, families and businesses, and a leading provider of corporate trustee services. We are proud to manage $30.9 billion in funds under management, $12.8 billion in funds under advice and $600.1 billion in funds under administration (as at 31 December 2015).

Their clients include Australian and international institutions, not-for-profit organisations, small businesses, financial advisers, individuals and families.

Perpetual Limited listed on the Australian Securities Exchange (ASX.PPT) in 1964 and has offices in Sydney, Canberra, Melbourne, Brisbane, Adelaide and Perth.

Services

Advice & Trustee Services

Perpetual clients value professional, specialised advice on managing,
protecting and
growing their wealth. With relationships that often span generations, Perpetual advisers are here to
help you.

Personal Financial Advice

Protect and grow your wealth with strategic advice from Perpetual Private.

Medical Professionals

Medical Specialists can enjoy expert financial planning advice from
Perpetual’s
dedicated medical financial advisers.

Business Owners

Specialist accounting, business and financial advice for private business
owners.

Wills, Estates and Trusts

Estate and trustee services to protect your wealth, your family and future
generations.

Personal Injury Clients

Their team can help you if
you’ve
suffered serious injury, offering expert advice, investment management and arranging care services.

Accountants Partnership Program

Perpetual can help you prepare your AFSL application and manage the ongoing
compliance requirements.

Impact Philanthropy

Perpetual Philanthrophic services helps with everything from community
funding
grants, capability-building, governance and investment management.

Not for Profit and Charities

Governance and investment, funding and capacity building.

Native Title Trusts

Working with Aboriginal communities to ensure their Native Title Trusts
benefit the
community now and into the future.

Investments

They offer investors a broad range of investment options
across Australian and global shares, multi asset, and credit and fixed income funds.

Pricing & Performance

Unit price and performance information, including monthly fund profiles.

Australian Shares

A comprehensive range of Australian share funds managed by one of the country’s largest and most
experienced sharemarket investor.

Global Shares

For investors seeking the growth potential of quality companies from around the world.

Credit and Fixed Income

A range of credit and fixed income funds for investors seeking regular income and stable returns.

Multi Asset

Investment funds that offer investors the benefits of wide diversification combined with expert asset
allocation.

Superannuation & Retirement

Products and expertise that help investors build their retirement capital.

Products & Platforms

Products and platforms that offer investors simplicity, flexibility and a wide choice of investment
options.

Listed Investment Company

Access Perpetual’s investment expertise through the listed Perpetual Equity Investment Company.

Institutional Investors

Investment strategies for institutional investors – including wholesale funds, individual mandates and
bespoke portfolios.

Corporate Trust

Corporate trustee services for the funds management and debt capital markets.

Fund Services

They provide responsible entity, trustee and custody
services for fund managers and investors both local and global.

Debt Market Services

End to end solutions for banks, credit unions, major institutions and non-banks issuing debt.

Agency Services

A trusted intermediary for clients seeking a range of agency and escrow services.

Absperpetual

Timely, standardised and comprehensive data for Australia’s securitisation market.

Website Links

About Us

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OUR HISTORY

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Contact Us

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Contact Info

Perpetual Trustee Company Limited

Level 12
123 Pitt Street
Sydney, NSW

AUAustralia, 2000

Phone: +61 2 9229 9000
Fax:+61 2 8256 1473
Website:http://www.perpetual.com.au/