For. Private Clients

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Juniper Allen
6 years ago
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1 For Private Clients

2 Second only to the health of you and your family, financial well-being is a crucial indicator of success and peace of mind. At Mutual Trust, we have a long and proud history playing the role of personal CFO to a select group of individuals, whether they be leaders in private practice, senior corporate executives or custodians of wealth.

3 For Private Clients

4 Introducing Mutual Trust Simplify. Protect. Grow. Mutual Trust is an integrated financial services firm for successful individuals, families, businesses and philanthropists. We simplify financial affairs; protecting and growing wealth through personalised service and expert advice.

5 The words Mutual Trust are more than just a company name. They represent an entrenched philosophy of integrity and shared purpose that has defined the way we operate since the firm was founded by The Hon. W L Baillieu and five of his brothers in the 1930 s and incorporated in As we look forward today, we are proud of the strong and prosperous partnerships we have created and take seriously our ongoing promise to carefully manage prosperity for generations to come. With centres of excellence that draw upon extensive investment, taxation, superannuation, accounting, family strategy, property, philanthropy, business and agricultural expertise our team is prepared and qualified to make our promise a reality. Wealth naturally belongs at Mutual Trust. We are an organisation with a long and proud history, delivering innovative solutions to the age old challenge of effectively managing wealth. Our Approach At the heart of the Mutual Trust business is the determination to manage our clients affairs as simply, seamlessly and transparently as possible. This does not mean the challenges our clients may face are not complex. However, with a diverse team of over 100 highly skilled professionals working harmoniously together, there are very few challenges that cannot be overcome in-house. Why choose Mutual Trust? Mutual Trust is one of only a handful of privately owned firms in Australia with the expertise and infrastructure to holistically administer a family s financial affairs. Mutual Trust is known for: Strategic Integration. We simplify complexity through clear, strategic leadership across your affairs. One team, one system, one point of contact. Continuity. We are uniquely placed to provide the stability and continuity that ensures prosperity across multiple generations. Integrity. Our advice is based solely on intellectual rigour and thorough analysis. We are a privately owned firm built on the enduring values of trust and integrity. For Private Clients

6 Our Offering for Private Clients. Our private clients come from all walks of life; some are successful individuals while others are custodians of wealth. What they have in common is the need for strategic advice from a team of financial services experts. Mutual Trust was founded to manage the affairs of the Baillieu family in the 1930 s. From humble beginnings as a single family office, we have evolved to meet the needs of a changing world, in the process transforming our business to become a trusted partner of some of Australia s most successful individuals, families and their businesses. We provide a tailored service that recognises the need for unique problem solving. In order to best service the diverse needs of our clients, we have expert advisors on tax, accounting, superannuation and the full breadth of wealth management services. Our team is focused on delivering personalised, value adding advice. How we engage with Private Clients As the nature of our private clients varies greatly, the Mutual Trust approach typically starts with understanding our client s objectives. At one end of the spectrum, clients may require development of a holistic wealth strategy. At the other, the need might be for expert advice regarding a specific subject. Either way, we will work closely with clients, engaging experts from across our team. Service Offering Our service offering is built on a protocol of deep integration between disciplines. Clients may select the appropriate services for their needs. Core areas of expertise include: Wealth Management Financial Management, Administration & Custody Tax, Accounting & Superannuation Compliance Strategic Tax Consulting Trustee & Estate Services Philanthropic Services Agribusiness Private Business Services For Private Clients

7 The key to delivering to our clients the highest level of service is a comprehensive understanding of their affairs. DOCUMENTATION MANAGEMENT PERSONAL FINANCIAL MANAGEMENT STRATEGY CASH FLOW MANAGEMENT The Arch depicts the way in which we create a holistic personal financial management strategy. PERSONAL INVESTMENTS MANAGING TAX LIABILITIES PERSONAL FINANCIAL GOALS PERSONAL INSURANCE ESTATE PLANNING Key Personnel DAVID BILSTON-MCGILLEN David is a Chartered Accountant with over 25 years financial industry experience. David specialises in the provision of taxation and accounting services in respect to families, private clients, business and enterprise clients, philanthropic and not-forprofit organisations. CRAIG RETALLACK Craig Retallack is a Chartered Accountant with over 17 years practice and industry experience. Craig s speciality is as a trusted advisor to various families and high net worth individuals, providing strategic advice with a holistic approach to their personal financial affairs. ANTHONY JACKSON Anthony is a Chartered Accountant with almost 30 years private clients experience. Anthony specialises in the taxation issues associated with owner operated businesses, sporting associations, professional services firms, superannuation and high net worth individuals. BROOKE CALDER Associate Director Brooke is a Chartered Accountant with over 17 years experience. Brooke specialises in providing integrated and tax aware strategic advice to high net worth families and to their business operations, accounting, taxation, succession and estate planning and intergenerational wealth transfer. NOEL BEHARIS Director Tax Technical Services Noel has over 20 years experience practicing in taxation law. Noel has extensive experience in a broad range of taxation matters for both private clients and corporates. Noel has worked on various ATO working consultative forums for the administration and future amendment of tax law. He is on the expert panel of Board of Taxation for the amendment of Division 7A and the Tax Institute Victorian Tax Technical Committee. PETER ANTONIE Head of Wealth Management Peter has over 24 years experience in providing wealth management services to private clients and not for profit organisations. Peter oversees the integrated delivery of investment management and advisory services, custody and investment administration and cash management; with the objective of enhancing after-tax returns. ANDREW WALSH Director Wealth Management Andrew has over 15 years financial industry experience. Andrew specialises in managing portfolios and providing investment advice to family and private clients in a closely integrated and tax aware manner with the broader Mutual Trust team. He also has expertise in estate planning and personal risk management. For Private Clients

8 To learn more about how Mutual Trust can assist you please contact our offices. DAVID BILSTON-MCGILLEN CRAIG RETALLACK ANTHONY JACKSON NOEL BEHARIS Director Tax Technical Services BROOKE CALDER Associate Director T F Level 33, 360 Collins Street Melbourne VIC 3000 PO Box 12, Collins Street West Melbourne VIC 8007 info@mutualtrust.com.au mutualtrust.com.au Liability limited by a scheme approved under Professional Standards Legislation. For participating members (other than for the acts or omissions of Australian Financial Services Licensees). This information is general in nature and subject to change. It does not constitute tax, legal or financial advice. We recommend you seek specific advice before taking any action. Copyright 2013 Mutual Trust Pty Ltd. Mutual Trust Pty Ltd. ACN AFSL

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We provide CLEAR, CREDIBLE ADVICE for your financial and investment needs. Welcome to Moneywise Moneywise is a privately owned boutique financial services firm which was established over 30 years ago.