For individuals and not-for-profit organisations
ANZ Trustees is able to create an investment solution specifically tailored to the needs of tax exempt entities, including non-profit and charitable organisations and corporate trusts, to fund community projects.
Investment mandates are a smart investment solution designed to meet the need for money to fund immediate charitable activities and ongoing sustainable growth to ensure viability into the future.
Investment mandates managed by ANZ Trustees can provide a consistent and growing income, freeing not-for-profit and other organisations to budget with confidence and make effective use of their funds for the long term - giving them the capacity to maximise their community benefit.
Clients benefit from ANZ Trustees' specialist knowledge of trust law and Australian Tax Office (ATO) treatment of not-for-profit and trusts.
ANZ Trustees manages a number of Common Funds. The Board has passed resolutions in relation to those common funds.
ANZ Trustees Limited (ABN 33 006 132 332) is a wholly owned subsidiary of Australia and New Zealand Banking Group Limited (ABN 11 005 357 522). The information provided on this website is intended as a source of information only. Any advice does not take into account your personal investment objectives, financial circumstances and needs and you should consider whether it is appropriate for you. ANZ recommends you read the relevant product disclosure statement and the financial services guide before acquiring any product. The content for this website was provided by ANZ Trustees.
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