Public Trust

Public Trust is New Zealand’s largest and oldest trustee organisation, set up in 1873 with a unique mandate to protect the future of New Zealanders. Public Trust offers independent, professional advice and a wide range of legal and financial services to New Zealanders at different stages of their lives, and assists with carrying out their wishes after they are deceased.

Public Trust works with a range of customers, including individuals, charitable trusts and term estates, managing their funds and helping to improve their situation in many different ways. Public Trust also acts as an independent trustee for a number of other investment schemes..

www.publictrust.co.nz

Key Documents

11 Jan 2012 Annual Report 2010/11: pt-ar-11.pdf (1991 KB)
22 Aug 2011 Statement of Intent 2011: pt-soi-11.pdf (803 KB)
20 Nov 2010Annual Report 2009/10: pt-ar-09-10.pdf (677 KB)
20 Nov 2010Interim Report Dec 2009: pt-ir-dec09.pdf (2070 KB)
20 Nov 2010Statement of Corporate Intent 2010: pt-sci-10.pdf (318 KB)

KPI

Key Financial Performance Indicators - Public Trust

For the Year Ended 30 June 2011

SOI Target

Actual 2011

Actual 2010

Profit (Loss) after Tax ($000) 390 656 4818
Return on Equity [1] N/A N/A N/A
Distributions to Crown Nil Nil Nil
  1. Return on equity not calculated for 2008/09 due to the loss and negative average equity. Return on equity calculated for 2009/10 due to negative equity as at 30 June 2009. Return on equity is profit (loss) post tax dividend by the average opening and closing equity. Profit (loss) does not include the movement in the cash flow hedging reserve.

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