The Public Trustee has been involved in investing funds since 1941 and as at 30 June 2017 managed in excess of $1.2 billion in net 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 2017, the Public Trustee Common Account, which operates like a cash management account, achieved a net return of 3.87% on the investment of the funds comprising the Common Account. The average Common Account funds under management for the 12 months to 30 June 2017 totalled $328 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





All Other





The rate for DEBIT INTEREST is 5.50%


Last updated: 15-Apr-2019

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