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Public Trustee now offers its top performing range of investment products to more people and organisations.
In addition to the existing Public Trustee clients, the Minister has approved other classes of external investors as appropriate for the Public Trustee Funds Management Service. These investor classes
now include:
- Wills clients of Public Trustee
- Beneficiaries of estates and trusts
administered by Public Trustee, when funds would otherwise be distributed
(These investments can be supplemented with the investor's own money).
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- Trustees
of estates and trusts
- Trustees of charitable funds
- Religious
organisations
- Public
Funds pursuant to Section 78 of the Taxation Act
- Statutory
Funds
- Public
Trustee staff
- Trustees
of excluded superannuation funds
The Public
Trustee Funds Management Service can greatly assist other trustees who
need access to prudently managed funds.
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