TPT Wealth
TPT Wealth is a 138-year-old Tasmanian wealth management firm (wholly owned by ASX-listed MyState Limited) offering ~A$1B in managed funds, commercial lending up to A$10M, and wills/trustee services to retail investors, SMSF trustees, commercial borrowers and estate clients across Australia.
- Company typePrivate
- Founded1887
- HeadquartersHobart, Australia
- Headcount251–500
- GTM typeB2B and B2C
- OfferingServices
What TPT Wealth does
TPT Wealth Limited is an Australian wealth management and trustee firm headquartered in Hobart, Tasmania, operating as a wholly owned subsidiary of ASX-listed MyState Limited (ABN 26 133 623 962). Founded in 1887, the company runs three integrated business lines: (1) Managed Funds — eight unit-priced investment schemes spanning cash/income funds (At Call, Fixed Term, Long Term, Select Mortgage) and investment growth funds (Australian Share, International Share, Balanced, Diversified Property), collectively managing approximately A$1 billion in FUM; (2) Commercial Lending — five first-mortgage products (Full Doc, SMSF, Development, Alternative Doc, Lease Doc) for loans from A$4M to A$10M at interest rates of 8.60–10.70%; and (3) Wills & Trustee Services — professional executor and trustee services for deceased estates, charitable trusts and personal injury compensation recipients. Underlying technology is conventional financial-services infrastructure: an investor portal with multi-factor authentication for 24/7 self-service, online application forms hosted on a third-party platform (MUFG eAppForm), and standard PDS-driven fund administration.
The firm monetises through management fees on pooled AUM (netted from fund returns and paid via monthly or quarterly distributions), interest spread on the commercial lending book (charged quarterly in arrears), and case-by-case fees for trustee, executor and personal injury compensation services. Distribution is multi-channel — direct website engagement, phone advisory (1300 138 044), four physical offices (Hobart HQ, Launceston, Burnie, two Sydney locations), dedicated commercial lending relationship managers, and a self-serve investor portal. Customer segments are diversified across Tasmanian retail investors, SMSF trustees, commercial borrowers, estate planning clients and personal injury compensation recipients, with regulatory authorisation under the Trustee Companies Act 1953 and AFSL 234630. Recent strategic activity has focused on leadership refresh (new General Manager Wealth, new Head of Trustee Services in 2023–2024) and product governance (EY appointed auditor in late 2025, multiple PDS updates in 2026), consistent with a mature, steadily managed operation rather than high-velocity growth.
TPT Wealth firmographics
Firmographics- Name
- TPT Wealth
- Legal name
- TPT Wealth Limited
- Website
- https://tptwealth.com.au
- Company type
- Private
- Founded year
- 1887
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- TPT Wealth is a 138-year-old Tasmanian wealth management firm (wholly owned by ASX-listed MyState Limited) offering ~A$1B in managed funds, commercial lending up to A$10M, and wills/trustee services to retail investors, SMSF trustees, commercial borrowers and estate clients across Australia.
- Ownership category
- akta.pro rank
TPT Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)
- akta.pro secondary industries
- Trust Administration & Fiduciary Accounting Services (FSAAANAF), Philanthropic & Charitable Trust Services (FSAAANAI), Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where TPT Wealth is headquartered
LocationHeadquarters
- HQ city
- Hobart
- HQ country
- Australia
- HQ region
- Oceania
Offices5 records
Markets served
TPT Wealth business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Managed Funds Management: TPT Wealth generates revenue through management fees on managed investment schemes including Cash & Income Funds and Investment Growth Funds. Fees are netted from fund returns as disclosed in PDS documents. Distribution income accrues daily and is paid monthly to investors.
- Commercial Lending Interest: First mortgage finance for commercial purposes generates interest income. Interest rates range from 8.60% to 10.70% depending on loan type. Interest is calculated daily and charged quarterly in arrears for commercial loans.
- Wills & Trustee Services: Professional executor and trustee services for estate administration, charitable trusts, and personal injury compensation trusts. Services include will preparation, estate planning, and ongoing trust administration.
- Personal Injury Services: Dedicated relationship management and financial administration services for personal injury compensation recipients. Fees quoted on a case-by-case basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Monthly | TPT At Call Fund - Minimum $1,000 investment, 4.27% p.a. monthly performance |
| Unit Pricing | Monthly | TPT Fixed Term Fund - Minimum $5,000 investment, 5.21% p.a. monthly performance |
| Unit Pricing | Monthly | TPT Long Term Fund - Minimum $5,000 investment, 5.00% p.a. monthly performance |
| Unit Pricing | Monthly | TPT Select Mortgage Fund - Minimum $5,000 investment, 5.57% p.a. monthly performance |
| Unit Pricing | Quarterly | TPT Australian Share Fund - Minimum $2,000 investment |
| Unit Pricing | Multi-year contract | TPT International Share Fund - Minimum $2,000 investment |
| Unit Pricing | Multi-year contract | TPT Balanced Fund |
| Unit Pricing | Multi-year contract | TPT Diversified Property Fund |
| Other | Pay-as-you-go | Full Documentation Loan - from 8.60% p.a. |
| Other | Pay-as-you-go | SMSF Loan - from 8.75% p.a. |
| Other | Pay-as-you-go | Development Loan - from 10.70% p.a. |
| Other | Pay-as-you-go | Alternative Documentation Loan - from 10.00% p.a. |
| Other | Pay-as-you-go | Lease Documentation Loan - from 10.00% p.a. |
| Other | Multi-year contract | Personal Injury Services |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
TPT Wealth product offering
Product offeringCore offering
TPT Wealth operates three integrated financial service lines in Australia: (1) managed investment schemes including cash, income, and growth funds; (2) wills and trustee services such as estate planning, executor services, charitable trusts, and personal injury compensation trust administration; and (3) first-mortgage commercial lending including SMSF, development, and full/alternative documentation loans. The company is a wholly owned subsidiary of MyState Limited and manages approximately A$1 billion in funds under management.
Product overview
TPT Wealth operates as a multi-service financial platform offering three core product lines: (1) Managed Funds consisting of Cash & Income Funds (TPT Fixed Term Fund, TPT Long Term Fund, TPT Select Mortgage Fund, TPT At Call Fund) and Investment Growth Funds (TPT Australian Share Fund, TPT International Share Fund, TPT Balanced Fund, TPT Diversified Property Fund); (2) Commercial Lending products including Full Documentation Loans, SMSF Loans, Development Loans, Alternative Documentation Loans, and Lease Documentation Loans; and (3) Wills & Trustee Services encompassing Will writing, Executor Services, Charitable Trusts, and Personal Injury Compensation Trust management. All services are accessed through a customer-facing Investor Portal for managed fund operations. TPT Wealth is a wholly owned subsidiary of MyState Limited and manages approximately $1 billion in funds under management.
Differentiator
Problem solved
Functional benefit
Brands
- TPT Fixed Term Fund: Income fund with 90 day redemption period and monthly distributions
- TPT Long Term Fund
- TPT Select Mortgage Fund
- TPT At Call Fund
- TPT Australian Share Fund
- TPT International Share Fund
- TPT Balanced Fund
- TPT Diversified Property Fund
Products and services
- TPT At Call Fund
- TPT Fixed Term Fund An income fund with a 90-day redemption period, minimum $5,000 investment, daily income accrual, and monthly distributions for individual investors.
- TPT Long Term Fund An income fund with an initial 9-month investment term. Minimum $5,000, monthly distributions, and redemption available on 7 business days notice after the initial term.
- TPT Select Mortgage Fund A rolling 12-month investment term mortgage fund. Minimum $5,000, 30 days notice for redemption, and monthly distributions.
- TPT Australian Share Fund A high-risk diversified portfolio of Australian shares targeting capital growth and quarterly income. Established 1998, minimum $2,000.
- TPT International Share Fund A high-risk international equity fund with currency exposure management. Minimum 7-year investment horizon, $2,000 minimum, half-yearly distributions. Established 2005.
- TPT Balanced Fund A medium-to-high risk fund blending capital growth with periodic income across diversified growth and income assets. Minimum 7-year investment horizon.
- TPT Diversified Property Fund A high-risk fund investing in listed property and property-type assets such as infrastructure for capital growth and income. Minimum 7-year investment horizon.
- Full Documentation Loan A commercial loan for businesses and developers with full income verification; requires two years of financials and tax returns, interest from 8.60% p.a., up to $10,000,000.
- Self-Managed Super Fund (SMSF) Loan A loan product for SMSF trustees to add commercial or residential property to their superannuation portfolio. Maximum $5,000,000, interest from 8.75% p.a., refinance options available.
- Development Loan A construction and development finance product for commercial construction, subdivision, or unit developments with progressive drawdowns. Maximum $10,000,000, interest from 10.70% p.a.
- Alternative Documentation Loan A flexible commercial loan for businesses without standard financial documentation, accepting 12 months of tax returns, bank statements, and BAS. Maximum $6,000,000, interest from 10.00% p.a.
- Lease Documentation Loan A commercial loan for investment properties where rental income covers repayments, designed for borrowers with complex financials. Maximum $4,000,000, pre-approvals and redraw facility available.
- Wills & Estate Planning Professional Will preparation and estate planning services for individuals, including will writing, executor appointments, and trustee services for managing trusts established through Wills.
- Executor & Trustee Services Professional executor and trustee services for estate administration, including management of trusts, life tenancies, and beneficiary affairs.
- Charitable Trusts Establishment and management of charitable trusts through Wills, enabling continued philanthropy and legacy giving in perpetuity.
- Personal Injury Services & Compensation Trusts Specialist trustee services for individuals receiving lump-sum compensation from personal injury claims, including financial management, investment services, and NDIS support. Fees quoted case-by-case.
- Investor Portal 24/7 online portal with multi-factor authentication enabling existing managed fund investors to view holdings, download statements, view transactions, switch between funds, top up investments, and submit redemption requests.
Quantifiable outcome
- Funds under management of approximately $1 billion
Companies that use TPT Wealth
Customer profileSegments7 records
Ideal customer profiles6 records
TPT Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
TPT Wealth partnerships and signals
Strategic signalScale indicators4 records
Recent moves7 records
Expansion highlights5 records
TPT Wealth competitors and assessment
Company assessmentDirect peers
- Equity Trustees: Australian public-listed trustee company offering estate administration, charitable trusts, managed funds, and personal injury services - the closest direct comparable to TPT Wealth's integrated trustee and wealth platform.
- Australian Executor Trustees: Specialist trustee, executor, and personal injury services provider (subsidiary of EQT/Perpetual), directly comparable to TPT Wealth's wills, trustee, and compensation-trust offerings - the source of multiple TPT Wealth senior hires.
Broad incumbents
- Perpetual Limited: Major ASX-listed wealth manager and corporate trustee with diversified asset management, private wealth, and corporate trust services - competes with TPT Wealth across managed funds and trustee mandates at national scale.
- Insignia Financial (formerly IOOF): Large ASX-listed wealth and advice platform with managed funds, SMSF administration, and trustee-adjacent services, competing for similar retail and SMSF customer segments as TPT Wealth at far greater scale.
- AMP Limited: Australia's largest retail wealth manager with extensive managed funds, platforms, and advice networks - competes for retail investment and SMSF assets, with broader product set but similar target customer base.
Others
- MyState Limited: ASX-listed parent company of TPT Wealth; operates MyState Bank and shared corporate governance. Relevant as the controlling shareholder and shared-services counterparty rather than as a direct competitor.
Emerging players
- Netwealth Group: ASX-listed wealth-platform and managed-account provider with strong digital distribution and growing AUM - represents the digital-platform peer threatening TPT Wealth's traditional managed-fund channel.
Regional players
- Bendigo and Adelaide Bank: Regional Australian bank with comparable commercial lending and agribusiness focus, particularly relevant given TPT Wealth's Tasmanian agribusiness lending book and overlap with Bendigo's market presence.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
TPT Wealth social profiles
Digital presenceTPT Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
TPT Wealth leadership team
Management profileNumber of profiles
Profiles11 records
TPT Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TPT Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TPT Wealth
What does TPT Wealth do?
TPT Wealth operates three integrated financial service lines in Australia: (1) managed investment schemes including cash, income, and growth funds; (2) wills and trustee services such as estate planning, executor services, charitable trusts, and personal injury compensation trust administration; and (3) first-mortgage commercial lending including SMSF, development, and full/alternative documentation loans. The company is a wholly owned subsidiary of MyState Limited and manages approximately A$1 billion in funds under management.
Is TPT Wealth a public or private company?
TPT Wealth is a private company. It is classified as corporate owned and is currently operating.
When was TPT Wealth founded?
TPT Wealth was founded in 1887. It employs 251 to 500 people.
Where is TPT Wealth based?
TPT Wealth is headquartered in Hobart, Australia, in the Oceania region.
How does TPT Wealth make money?
Four revenue lines are on record. Managed Funds Management is the primary driver. The others are commercial Lending Interest, wills & Trustee Services and personal Injury Services.
Who are TPT Wealth's main competitors?
Direct peers on record are Equity Trustees and Australian Executor Trustees. Broad incumbents are Perpetual Limited, Insignia Financial (formerly IOOF) and AMP Limited. MyState Limited is listed as an others. Netwealth Group is listed as an emerging player. Bendigo and Adelaide Bank is listed as a regional player.
Does TPT Wealth have an API?
No public API is recorded for TPT Wealth.
What industry is TPT Wealth in?
TPT Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAAANAL, Fiduciary Agency & Trustee-for-Hire Services, with a secondary code of FSAAANAF, Trust Administration & Fiduciary Accounting Services. Its NAICS code is 523991 and its SIC code is 6282.