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Who is National Australia Trustees?
National Australia Trustees Limited is a wholly owned subsidiary of National Australia Bank Limited and is licensed as a Statutory Trustee company in every Australian mainland state and territory.
What are the services offered by National Australia Trustees?
Services offered by National Australia Trustees include:
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Estate Planning
Strategic advice and document preparation service addressing all wealth protection and wealth transfer needs for personal assets, Superannuation, family trusts, family businesses and Agribusiness. A "Planning for Succession" pdf. is available for download. Estate Planning also includes preparation of comprehensive Wills and all necessary related documents.
Estate Administration Service
National Australia Trustees has extensive experience and knowledge of estate administration procedures, and acts as Executor and Trustee of deceased estates. Its appointment facilitates the estate to be handled in a professional and impartial manner.
Executor Assist
A service where National Australia Trustees assumes the role of Executor for clients who have themselves been appointed Executor of a deceased estate, which may be complex or sensitive.
Compensation Trust Services
Under the terms of a court order or settlement, funds due to recipients of personal injury compensation payments may be required to be held in Trust for the beneficiary. As part of the settlement process, consideration should be given to the trustee who will manage the funds for the beneficiary's well-being.
Corporate Trust Services
A range of professional corporate services for companies.
Personal Asset Management
This service enables you to focus on achieving your financial goals by simplifying the administrative paper war that a direct share market portfolio can generate.
At Call Common Fund A1
This is a cash management facility which provides a secure investment with money market-linked yields and at call access to funds via a range of convenient features.
Contact us
You can contact National Australia Trustees Limited and speak to one of our experienced and understanding staff by calling us or by sending an email.
National Australia Trustees Limited is the issuer of the At Call Common Fund A1. Information about the At Call Common Fund A1 is contained in the current Product Disclosure Statement ('PDS') or other disclosure document, copies of which are available upon request by phoning the Customer Service Centre on 1800 036 171 or on our website nab.com.au under the Wealth Management - investment section. You should obtain a Product Disclosure Statement or other disclosure document relating to the At Call Common Fund A1 and consider that disclosure document before making any decision about whether to acquire or continue to hold the product. To acquire the product you must complete the application form attached to the relevant disclosure document.
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