We have worked with an array of Australian and international families at varying stages of their journeys. We have observed many recurring themes over the years which, when aggregated, form something of a roadmap which we now use to help guide other families on their own unique journeys – whether they’re new to wealth or several generations deep.

Family succession requires well-disciplined family governance and planning, to deliver what matters most across generations. Our long heritage of working with several generations of families uniquely positions us to provide the stability, continuity and guidance required for lasting prosperity.

We believe in the engagement, education and empowerment of younger family members to pursue their passions and prepare for future roles in their family and society. We spark the imagination, innovation and excitement of “next-gen’ to help them realise their potential through our financial education and well-being programmes.

We provide high quality, objective advice that is always in the best interests of our clients. We have a proven track record of successfully protecting and growing client assets over multiple generations.

We believe the foundation of a strong investment strategy starts with clearly defining our clients’ financial goals and objectives, risk tolerances, time horizon and specific considerations. From this we develop an appropriate return and risk framework, plus a strategic asset allocation. A tailored investment strategy is then documented with an appropriate asset mix, to meet our clients’ long-term investment objectives.

Our team works collaboratively to ensure that financial affairs are structured to optimise tax outcomes including the use of corporations, partnerships, trusts and superannuation funds.

We provide specialised taxation and superannuation advice as well as fulfilling clients’ ongoing compliance requirements. Taxation legislation changes constantly and we closely monitor the legislation and rulings to provide clients with accurate and timely advice.

Through the development of deep relationships and comprehensive record keeping, we provide both business and personal financial accounting, as well as a wide range of ancillary services including bookkeeping services.

A deep understanding of the philanthropic sector allows us to expertly guide our clients, helping them to maximise the positive social impact of their wealth through philanthropy.

At Mutual Trust we undertake strategic engagements with some of Australia’s leading families, institutional and corporate foundation. We advise them on the establishment and management of foundations and donor-advised funds. We also advise on the development and implement of grant rounds and competitions, scholarship programs and other initiatives in the areas of education, disadvantage, environment and agriculture and the making of large, iconic gifts.

As trustee, executor or attorney with an in-house team of tax, accounting and wealth management experts we provide guidance and oversight to ensure assets are managed and transitioned in accordance with our clients’ wishes.