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Here you can download useful forms, documents, reports and brochures.

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Responsible Investment Policy

Policy

This policy is to ensure that State Trustees fulfil the aims in making investment decisions.

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Charitable Giving in your will

Brochure

Helpful information about Charitable Giving in your will.

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Writing your Will and Powers of Attorney

Guide Brochure

A comprehensive guide to preparing your documents with us and what to consider before and after your appointment.

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Issued by State Trustees Limited, ABN 68 064 593 148, AFSL No. 238037, trading as State Trustees.

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State Trustees Limited operates on the lands of Traditional Custodians. We acknowledge their history, culture and Elders past, present and emerging. State Trustees is committed to cultivating inclusive environments for staff and clients. We celebrate and value people of all backgrounds, genders, sexualities, cultures and abilities.

Original artwork ‘Four Sisters Coming Together’ by Melissa Bell 2023