Formulates a trust investment and funding strategy that optimises outcomes and is commensurate with an acceptable degree of risk
Ensures the suitability of the governance structure for a trust
Manages a trust in accordance with its governing documentation and prevailing legislation
Makes decisions prudently, responsibly and transparently that are in the interest of a trust’s beneficiaries
Is accountable for all aspects of a trust including data accuracy and protection, returns, plans, reports and payments in accordance with its governing documentation and prevailing legislation
Relevant qualifications:
