Company Profile

Tasmanian Perpetual Trustees is a major Tasmanian based provider of financial products and services. Established in 1887, Tasmanian Perpetual Trustees is a Trustee Company authorised under the Trustee Companies Act 1953 and is a wholly owned subsiduary of MyState Limited.

Additionally, Tasmanian Perpetual Trustees provides Estate and Financial Planning and Trustee services throughout Tasmania.

Tasmanian Perpetual Trustees is distinguished by our commitment to personal service.

The organisation is structured around four Divisions, these being:

• Distribution Division (operates the sales and service network)
• Asset Management Division (manages and monitors all assets and investments)
• Corporate Services Division (provides support services such as compliance and legal, taxation and accounting, human resources and information technology) and
• Marketing Division (provides product, pricing, promotional and customer communication support)

Our clients are able to benefit from a workforce which is highly experienced and is able to source a wide range of financial expertise, including the services of qualified financial planners. Tasmanian Perpetual Trustees was established to be an impartial and professional Executor and Trustee for Tasmanians and this remains a core part of our service and reputation. This area is underpinned by a long tradition of Estate Planning and Will preparation.

Tasmanian Perpetual Trustees is the product issuer for a range of Managed Investment Funds and specialises in Cash and Mortgage Funds. The Mortgage Funds enable Tasmanian Perpetual Trustees to provide traditional trustee style first mortgage finance for rural, commercial and business purposes.

Board of Directors

The Senior Executives of the Company are listed below.

SECRETARY
Paul Viney B Bus, FCPA, CFTP, MAICD, FCIS

GENERAL MANAGERS

Distribution:
David Benbow FPNA, Dip SM, Dip FP, GAICD

Marketing:
Colin Kent BA, Grad Dip Mgt.