MUTUAL TRUST

Australia’s premier multi-family office.

Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. We build purposeful, long-term relationships with our clients to help preserve their wealth for future generations and their communities.

Building and sustaining significant family wealth and values does not just happen. It takes careful planning and deep engagement across generations.

We work with our clients to establish a clear vision, shared passion and definition for the purpose of their wealth and how to support the positive impacts of wealth.

“At Mutual Trust we take the time to truly listen to our families and understand their specific circumstances and their needs. They entrust us with so much more than their finances and we help to achieve what matters most to them – whatever that may be.”

Phil Harkness

CEO and Managing Partner, Mutual Trust

Our purpose

Our purpose is to help families achieve what matters most.

We pride ourselves on:

  • Caring for our families, our people and communities, not just their finances
  • Delivering what they require under one roof
  • Providing pre-eminent independent advice
  • Enabling our families to have a positive impact on society

In doing so, we will be the exceptional multi-family office.

Our heritage

We were founded to manage the affairs of the Myer and Baillieu families in the early 1900’s. From our beginnings as two single-family offices, we have evolved to meet the needs of a changing world. In the process, we have grown our offering to become the trusted partner to many of Australia’s wealthiest families and individuals. In 2017, Mutual Trust and The Myer Family Company merged to become Australia’s largest multi-family office. Today, Mutual Trust has over 200 employees and four locations nationally.

Your services

Our integrated service model provides the essential services required for families and individuals to protect and grow their wealth.

Mutual Trust puts the interests of our clients first, building relationships of confidence and trust over time. With over 200 professionals, the Mutual Trust team has a deep understanding of investment management, taxation, superannuation, succession planning, financial management, philanthropy and trustee services.

Family Office

For over six generations, Mutual Trust has helped Australian families navigate the ever-changing landscape of intergenerational wealth.

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.

Wealth Management

We deliver a highly personalised wealth management service incorporating investment advice, portfolio management and administration.

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.

Tax, accounting, consulting & superannuation

As the backbone of wealth preservation and growth, the disciplines of tax, accounting and superannuation form the key pillars of Mutual Trust’s service offering.

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.

Philanthropy

Dating back to the legacy left by Sidney and Merlyn Myer, and the creation of the Sidney Myer Fund and later The Myer Foundation, a commitment to philanthropy is central to Mutual Trust.

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.

Trustee services

Mutual Trust is a licensed trustee company. We can be appointed as executor, trustee or attorney for our clients.

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.

Contact Mutual Trust

Melbourne

Level 32
360 Collins Street
Melbourne VIC 3000

Tel +61 3 9605 9500
Fax +61 3 9605 9599

Sydney

Level 30
9 Castlereagh Street
Sydney NSW 2000

Tel +61 2 9224 7600
Fax +61 2 9224 7601

Perth

Ground Floor
22 Stirling Highway
Nedlands WA 6009

Tel +61 8 9230 7700
Fax +61 8 9230 7701

Adelaide

Level 2, Darling Building,
28 Franklin Street,
Adelaide SA 5000

Tel +61 8 7082 3900