NSW Trustee & Guardian Common Fund

All money received from an estate, trust or power of attorney forms part of NSW Trustee & Guardian Common Fund. This earns interest calculated on daily balances and is credited to each account in June and December each year. Interest earned from the Common Fund can considerably offset the NSW Trustee & Guardian’s charges.

Depending on your instructions, assessed needs and the amount of money you place with NSW Trustee & Guardian, the money will be invested in one or more of NSW Trustee & Guardian’s Common Fund portfolios.

The Fund invests in cash and fixed interest securities, such as bonds and term deposits.

Our ongoing commitment is to act in the best interests of our clients and to protect those interests on behalf of our clients.

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