Policy

Former Trustee Organisations

Over the years, there have been a number of mergers and name changes within the industry. The table below provides details.

Used to be...

Now...

ANZ Executors & Trustee Company

Name changed to ANZ Trustees before moving to Equity Trustees Wealth Services Ltd in 2014.

Austrust

Taken over by Tower Financial Services in Mar 1996. Changed name to Tower Trust in Mar 1999

AXA Trustees

Acquired by Perpetual Trustees Australia in Dec 2000

Bagot's Executor and Trustee Company

Acquired by Farmers' Co-operative Executors and Trustees in Mar 1975

Ballarat Trustee Executors & Agencies Company

Became Fidelity Trustees

Burns Philp Trustee Company (except Canberra)

Taken over by Permanent Trustee Company

Burns Philp Trustee Company (Canberra)

Taken over by America Pacific group of companies in 1991. Subsequently liquidated by Ferrier Hodgson in 1994

Eagle Star Trustees

Taken over by Permanent Trustee Company

Elders Trustee & Executor Company

Changed name to Austrust in 1990

Equity Trustees Company of Tasmania

Merged with Tasmanian Permanent Executors and Trustees Association in 1979 to form Tasmanian Permanent Executors and Equity Trustees

Equity Trustees Executors & Agency Company

Name changed to Equity Trustees

Executor Trustee and Agency Company of South Australia

Name changed to Executor Trustee Australia in 1989

Executor Trustee Australia

Taken over by Austrust in Aug 1991

Farmers' Co-operative Executors & Trustees

Bought by IOOF and name changed to IOOF Australia Trustees in Feb 1992

Fidelity Trustees

Merged with Union Trustees in 1962 to become Union Fidelity Trustees

Guardian Trust Australia

Taken over by JP Morgan in 2003. Subsequently sold to Trust Company

IOOF Australia Trustees and IOOF Australia Trustees (NSW)

Bought by Tower Trust in Sep 2000

National Executors and Trustees Company of Tasmania

Merged with Perpetual Trustees Executors and Agency Company in Dec1967 to form Perpetual Trustees and National Executors of Tasmania

National Mutual Trustees

Changed name to AXA Trustees in Aug 1999 before moving under Perpetual.

National Trustees Executors & Agency Company of Australasia

Renamed National Mutual Trustees

Permanent Trustee Company

Merged with Trust Company of Australia in Dec 2002, now trading as Trust

Perpetual Executors & Trustees Association of Australia

Became Perpetual Trustees Victoria

Perpetual Trustees and National Executors of Tasmania

Became Perpetual Trustees Tasmania

Perpetual Trustees Tasmania

Merged with Tasmanian Trustees in Dec 2001 to form Tasmanian Perpetual Trustees

Queensland Trustees

Now Perpetual Trustees Queensland

R & I Trustees

Became Trustees of Western Australia in 1994, trading as TrustWest.

Tasmanian Permanent Executors and Equity Trustees

Changed name to Tasmanian Trustees

Tasmanian Trustees

Merged with Perpetual Trustees Tasmania in Dec 2001 to form Tasmanian Perpetual Trustees

Tower Trust

Changed name to Australian Executor Trustees in Feb 2005

Trustee & Executors Agency Company

Taken over by ANZ Executors & Trustee Company

Trustees of Western Australia (trading as TrustWest)

Became subsidiary of Precedent Financial Services in 1999, 50% owned by Bank of Western Australia (trading as BankWest). Precedent changed its name to Plan B Financial Services in Mar 2000

Union Trustees

Merged with Fidelity Trustees to become Union Fidelity Trustees

Union Fidelity Trustees

Name changed to Trust Company of Australia in 1988; later changed to Trust Company

West Australia Trustee Executor and Agency Company

Now Perpetual Trustees WA

Winchcombe Carson Trustee Company

Bought by IOOF and name changed to IOOF Australia Trustees (NSW) in Feb 1992

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