Securing Your Financial Legacy

Professional trust and foundation management services designed to protect and grow your wealth across generations. We provide comprehensive fund administration with unwavering commitment to excellence.

Our Professional Services

Comprehensive trust and foundation management solutions tailored to meet your unique financial objectives and legacy planning needs.

Trust Management

Expert administration of trust structures with meticulous attention to fiduciary responsibilities, compliance requirements, and beneficiary interests.

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Fund Administration

Comprehensive fund management services including accounting, reporting, regulatory compliance, and operational oversight for optimal performance.

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Investment Strategy

Strategic investment planning and portfolio management designed to preserve capital while generating sustainable long-term growth.

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Professional approach

Our Proven Approach

With decades of combined experience in trust and foundation management, we deliver personalized solutions that align with your financial goals and values.

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Years Experience

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Million AUD Managed

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Active Clients

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% Client Satisfaction

  • Personalized trust structures and strategies
  • Comprehensive regulatory compliance
  • Transparent reporting and communication

About Stewart St Unit Trust

A trusted partner in wealth management and fiduciary services, dedicated to preserving and growing your financial legacy through professional expertise and unwavering integrity.

Our Mission

To provide exceptional trust and foundation management services that protect, preserve, and enhance our clients' wealth while maintaining the highest standards of fiduciary responsibility and professional excellence.

Our Vision

To be Australia's premier trust management firm, recognized for our innovative solutions, personalized service, and commitment to helping families and organizations achieve their long-term financial objectives.

Our office

Our Commitment to Excellence

Professional Excellence

Maintaining the highest professional standards in all aspects of our service delivery.

Fiduciary Responsibility

Acting in the best interests of our clients with complete transparency and integrity.

Personalized Service

Tailoring our services to meet the unique needs and objectives of each client.

Get In Touch

Ready to discuss your trust and investment needs? Contact us today for a confidential consultation.

Send Us a Message

Contact Information

Business Manager

Elizabeth Miller

Address

156 Stewart Street
Bathurst, New South Wales 2795
Australia

Phone

+61 2 6078 2642

Email

elizabethmiller@thetrusts.pro

Office Hours

Monday - Friday 9:00 AM - 5:00 PM
Saturday By Appointment
Sunday Closed