Trustee & Asset Protection Services

Trustee services are much more than writing a will. We offer a range of personalised services to protect your assets, respect your wishes and ensure your best interests are always placed above anything else. 

• Executor and estate administration
• Financial attorney
• Financial administration
• Trustee and trust administration
• Philanthropy
• Deed bank

Established in 1840. Australian Unity is Australia's first wellbeing company. Australian Unity operates with commercial principles and a strong social purpose to create community values. We are motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, clients and the Australian community.

Australian Unity Trustees is a licensed trustee company and part of the Australia Unity Group, bringing together a national team of highly experienced and client focused experts. We deliver Real Wellbeing for our clients by offering a range of personalised and impartial services to protect, manage, and transfer their assets.

Australian Unity Trustees puts Australians financial wellbeing first with help to protect their assets now and in the future.

Traditionally, a friend or family member may have been asked to accept the role of attorney or executor but with today’s changing landscape, it is becomingly increasingly commonplace to appoint an independent trustee company to appoint an independent Trustee company in these and other roles.

Australian Unity Trustees brings independence, impartiality and breadth of experience. 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.

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.

Common Fund Rules