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    For Advisers

    Working in partnership

    At AET, we are always willing to work in partnership with you to give your clients specialist advice on estate and trustee services.

    We don’t take over the client relationship or investment management activities, we simply work with you to provide specialist services that best suit your client and we can take away some of the time-consuming backend administration. And, unlike other professional trustee organisations, our offering can be unbundled to suit a client’s individual requirements. In other words, you only select the services your client needs and as their circumstances change so can the services we provide.

    Wherever you are in Australia, you can access our specialist estate planning services accessible via AET National.

    • Client guides

      To help answer some of the frequently asked questions about estate planning and the administration process, we have created a series of guides based on real life scenarios.

    • More information

      Read 'What happens when a client dies? Your role as financial adviser, our role as professional trustee', for information on how we can work with you.

    • Contact us

      Reach out to our team to learn more about how we can work with you.