Mutual Trust

Mutual Trust Pty Ltd was established by the Baillieu family over 50 years ago to provide financial administration services including accounting, taxation and trustee services to the Baillieu family. Over the years a number of other family groups have been invited to join the company. Today, Mutual Trust is a unique "Family Office" with significant... funds under administration for a small number of families. It remains a "client" driven company, providing services to clients in a personal, caring and confidential manner. Mutual Trust reinvests its profits into improved administration technology, new staff and training. Mutual Trust is a private company owned and directed by various groups of the Baillieu family and their associates. The company delivers services of a kind, in a manner and at a price that cannot be obtained elsewhere in the industry. Direct and regular contact between clients and individual staff members is a feature of the services enjoyed by all. The company also feature the ability to "fine tune" the company's services to meet the individual requirements of any client - large or small. Mutual Trust prides itself on helping to maintain and grow assets within families and specialises in administering family run businesses, advising on investments in shares and helping with succession planning. Integrated budgets and financial reporting services are provided and clients' longer-term investment strategies are periodically reviewed. Longstanding relationships exist with external specialists who are employed to assist clients with specific investment planning, taxation and business management decisions as required. This website sets out some of the company's most popular services. More detailed explanations of any service can be provided by contacting the staff at Mutual Trust.Read More