Customer information

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Financial administration services

For customers and their support network.
Deceased estate services

Learn about the ways we work with beneficiaries to administer an estate.
Minor trusts services

Learn about the ways we work with beneficiaries and their guardians to manage funds held in trust.
Testamentary trusts services

Ways we work with beneficiaries to manage assets held in trust.

Contact us

We're here to help, find out how to get in touch.
Provide feedback

We welcome feedback, compliments and suggestions from customers and the community as it helps us improve our services.
Make a complaint

We take complaints seriously and have a formal process for any complaints made with us.
Talk to the Customer Advocate

If you need specialist support that can't be managed through our usual processes, you can speak to the Customer Advocate.

Our letters and our branding

Learn about the two styles of letters we may send you, so you can be sure they are genuine.