Investor Presentaiton
STA
EQUITY TRUSTEES IS A LEADER IN THE PROVISION OF
INDEPENDENT TRUSTEE SERVICES
Australia's largest specialist independent trustee providing services to individuals, families and corporate clients
TRUSTEE & WEALTH SERVICES (TWS)
• Private client and philanthropic services
including estate planning and management,
charitable, compensation, community and
personal trust services and wealth
management and advice
• $9.8b FUMAS
$46.7m revenue
•
SUPERANNUATION
TRUSTEE SERVICES (STS)
Superannuation trustee services for
corporate and retail superannuation funds
$33.6b FUS
•
$19.2m revenue
Provider of independent
outsourced superannuation
trustee services in Australia
Leading professional trustee
services provider in Australia
#1
$2.1b
Philanthropy FUMAS
200%
FUS growth in FY21
Annual philanthropy
$96.2m
distributions and bequests
CORPORATE TRUSTEE SERVICES
(CTS)
Fund governance and trustee services for
managed investment schemes on behalf of
local and international fund managers and
sponsors, and specialised trustee services
for corporates
Australia, UK, Ireland
$100.8b FUS
• $33.4m revenue
#1
Provider of Responsible Entity
services in Australia
#3 Corporate trust business in Australia
Building presence in UK/Europe
Note: We have expanded our reporting across 3 business lines with STS now being reported separately from TWS
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