About our services
We administer a range of testamentary trusts when appointed as trustee in a Will or through a court order or agreement.
Our role is to administer and preserve the trust assets to ensure they are used:
- according to the terms outlined in the trust document
- for the benefit of the beneficiaries.
The entitlements and responsibilities of beneficiaries vary depending on the type of trust.
Queensland Public Trustee administers the following types of testamentary trusts:
- Discretionary trust
- Contingent trust
- Life interest beneficiary
- Right of residence beneficiary.
Learn about the steps we take to administer a testamentary trust
For more information, we have the following guide to download and read.
How we manage and invest funds
If your trust has funds to be invested, we develop an investment strategy. We then review this strategy annually.
We place funds in the most suitable investment option to meet the needs of the beneficiaries. We consider the beneficiaries circumstances as well as seeking independent investment advice where appropriate.
The amount of income generated by the trust each year depends on the size of the investment and economic factors impacting the amount of return.
Learn more about QPT Investments
About our fees and charges
Our fees and charges for administering the trust are based on the amount of effort required. Our fees are calculated on an annual basis and charged to the trust monthly. There are different fees, depending on the work we do to manage the trust.
We provide you with a summary of all fees and charges as part of your annual statement.
Last updated: 01 August 2025