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Financial and Legal Administrator

It is a privilege for us to be asked by a family member, friend or carer to become someone’s financial & legal administrator.

Australian Unity Trustees has administered the financial and legal affairs for thousands of Australians. It is a privilege for us to be asked by a family member, friend or carer to assist someone they know who due to their age, disability or personal circumstances no longer has the capacity to manage their own financial and legal affairs.

We will reward your trust with compassion and an unwavering focus on the best interests of our client.

What is our financial and legal administrator service?

Being appointed as a financial & legal administrator is a responsibility we do not take lightly, and we will do everything we can to ensure our client’s best interests are at the forefront of all decisions made on their behalf and their finances are managed in line with their needs. This includes developing a budget for them, protecting their assets, collecting income, paying bills, buying and selling assets and attending to legal matters.

Our commitment to our clients is unwavering and far reaching, and includes providing them with a personalised service managed by an experienced and dedicated Client Manager.

Our client and their support network has direct access to the Client Manager.

To help ensure we are able to make decisions in line with our client’s needs, we will meet with our client and any support network they have to discuss their wishes in regard to their financial and legal affairs. We will take the time to understand the client – their situation, their needs and wishes.

We will also liaise with our client’s circle of support, as appropriate, to ensure they understand our client’s wishes and the administrative process, and answer any questions.


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Disclaimer

This information is provided by Australian Unity Trustees Ltd ABN 55 162 061 556, of Level 7, 189 Flinders Lane, Melbourne, VIC 3200, 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.