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Investments

The Public Trustee has been involved in investing funds since 1941 and as at 30 June 2016 managed in excess of $1.1 billion in gross assets under administration. Our long-term view and prudent approach to money management has resulted in an investment performance that is steady and appropriate to the current economic climate.

In the twelve months to 30 June 2016, the Public Trustee Common Account, which operates like a cash management account, achieved a net return of 4.15% on the investment of the funds comprising the Common Account. The average Common Account funds under management for the 12 months to 30 June 2016 totalled $321 million.

The Public Trustee also manages the individual investment of larger value trusts by supervising individual portfolios for clients with investment needs that cannot be met through the Common Account.

Common Account interest rates effective from 1 March 2017:

 

Balances up to $48,600

Balances $48,600 and up to $500,000

Balances $500,000 and up to $14,000,000

 Balances $14,000,000 and over

Deceased Estates

0.25%

0.25%

0.25%

 0.25%

All Other

0.75%

1.50%

2.00%

1.50% 

The rate for DEBIT INTEREST is 5.50%

 

Last updated: 9-Jun-2017

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