Tasmania Visitors Guide
Investment Growth Funds

A Guide for Beneficiaries

To become a beneficiary is felt by many people to come at too high a price, the death of a loved one, particularly when that death has resulted in you being entitled to an inheritance. It can be an very overwhelming experience.

Tasmanian Perpetual Trustees have put together a booklet which will guide you through the estate administration process and give you a better understanding of what is involved when an estate is being executed and how this will effect a beneficiary.

We hope that after reading this guide you will know what to expect, what the process is and how and when you will receive reports on the progress toward finalising your inheritance.

We trust you will better understand the part you play and how Tasmanian Perpetual Trustees can help you to plan for this change in your circumstances.

What you need to know

Investment Options

Additional Forms

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