There are many reasons why trusts are established. They might be created for asset protection, income streaming, protection of a vulnerable beneficiary or transfer of wealth through the generations as well as for charitable purposes.
Australian Unity Trustees can assist you in determining which is the most appropriate trust structure for your circumstances. We can assist in the establishment, administration and management of the trust either now or in the future.
We can also act as the trustee now and/or into the future.
Examples of trusts with which we can assist include:
As a result, you can be assured of the most appropriate financial and legal assistance when you need it the most, whether you require estate planning or administration, financial and legal administration, or trust establishment and administration.
We have helped tens of thousands of Australians in these important matters and we have always done that – and we always will - with an unwavering commitment to the highest duty of care.
This experience, assurance and focus, combined with our 175 year heritage of community service and prudent financial advice, means we are uniquely placed to offer you personalised services to protect your assets, ensure your wishes are met and your best interests are always placed above anything else.
Australians trust us to assist in managing and protecting their assets.
While some people mistakenly believe that trustee or fiduciary services are only for the wealthy, Australian Unity Trustees is a contemporary trustee company for all Australians seeking to protect their assets now and into perpetuity. While still being grounded in the tradition of our heritage, we provide for the wellbeing of our clients in line with their needs.
Traditionally, a friend or family member may have been asked to accept this role but with today’s changing landscape, it is becomingly increasingly commonplace to appoint an independent trustee company to assist either at times of vulnerability or need such as during the administration of an estate.
Australian Unity Trustees brings independence, impartiality and breadth of experience. We can assist clients to prepare documents in advance to protect them and their assets or we can take on a trustee, attorney or administrator role where someone has already lost capacity or passed away.
It is a privilege for us to be asked to assist people in these ways; it is a responsibility we do not take lightly. We will do everything we can to ensure your best interests are considered paramount and respected.
We will take the time to understand you – your situation, your needs and wishes. We will then develop a solution in line with your needs.
Should your wishes or personal situation change over time, or if the legislative framework in which we work changes, we will work with you to update your financial and legal documentation accordingly.
It is a personalised service based on experience and strong empathy for you and your family.
By selecting Australian Unity Trustees to act on your behalf if you lose capacity, when you pass away or in any other trustee role, you have peace of mind knowing that we have taken the time to listen to you and act in your best interests and in line with your wishes.
No matter what your situation is, whether you are looking to plan your estate or protect your assets, need assistance with your financial and legal affairs or you need help administering an estate, we will always be there to help you.
We have been available to assist Australians for more than 175 years and our estate, legal and administration professionals will be pleased to assist you as well.After all, your financial wellbeing is at the heart of everything we do.
How to contact Australian Unity TrusteesFor more information or to arrange an appointment with an estate planning, legal, executorial or administration professional, please call us on:
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This information is provided by Australian Unity Trustees Ltd ABN 55 162 061 556, AFSL 483220. Australian Unity Trustees Ltd is a wholly owned subsidiary of Australian Unity Limited. Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person. It does not represent legal, tax, or personal advice and should not be relied on as such. You should obtain financial advice relevant to your circumstances before making any decisions. You should seek specialist advice from a tax professional to confirm the impact of this advice on your overall tax position. Information on this site is intended for Australian residents only and any access to this material via the internet is subject to the Terms and Conditions of Use of our website and our Privacy Policy. Please refer to our Financial Services Guide and Fee Schedule.
Nothing on this site represents an offer or solicitation by Australian Unity Trustees Ltd in relation to securities or investments in any jurisdiction. Where a particular financial product is mentioned, you should consider the Product Disclosure Statement before making any decisions in relation to the product and Australian Unity Trustees Ltd makes no guarantees regarding future performance or in relation to any particular outcome. Whilst every care has been taken in the preparation of this information, it may not remain current after the date on which it is published and Australian Unity Trustees Ltd and its related bodies corporate make no representation as to its accuracy or completeness.