Indigenous Trusts
Serving Traditional Owners
We greatly value our journey serving Traditional Owners, ensuring their needs as beneficiaries are respected whilst providing stewardship of assets for current and future generations.
Oakmere Capital has been chosen by Communities as the Trustee for Charitable and Direct Benefit Trusts throughout Australia. Through our dedicated team of Indigenous Trust specialists based in WA, we communicate proactively, provide transparent management and compliance accounting and process large numbers of beneficiary applications in a fast, easy and accurate manner. We provide all the services needed for effective Trustee and Investment management under one roof.
In this way, we support our Traditional Owner clients to protect their families, goals and aspirations across generations.
Support governance and decision making
Prepare future generations of leaders
Support individual and family prosperity through intergenerational wealth creation
Comprehensive and transparent investment reporting accessible 24/7
Fast, easy and accurate beneficiary application processing
Visibility of managed accounts, cash flow, budgeting, forecasting and modelling
Support from 19 dedicated Indigenous Trust specialists based in WA
Proactive and transparent management and compliance accounting
Our commitment to Reconciliation
Our commitment to providing real impact and opportunities for Indigenous communities is formalised in our Reconciliation Action Plan (RAP) and endorsed by Reconciliation Australia.
Click here for a copy of Oakmere Capital's Reflect RAP 2021-2022
Our Experts
Julian Butler
Partner, Head of Western Australia
Eliza Newson
Partner, Family Succession and Trustee Services
Let us connect you with the right team for your needs
