Skip to main content

Philanthropic Service

We can help you create a meaningful philanthropic legacy


Do you want to ensure your charitable giving can make an
impact into the future?

Australian Unity Trustees works side by side with clients and their families to establish and grow their philanthropic legacy, either during their lifetime or by establishing a Charitable Trust within their Will.

  • Australian Unity Trustees Foundation
  • Private Ancillary Funds
  • Testamentary Charitable Trusts

Our philanthropic trust service

Establishing a charitable foundation provides a perpetual structure for you and your family to make a lasting philanthropic impact to communities into the future, through the investment of funds and the distribution of income in accordance with your wishes and areas of granting focus. Australian Unity Trustees can also assist individuals and families to include philanthropic giving in their estate and wealth planning.

We work with you to establish your charitable foundation - a highly rewarding experience for you and your family, which can go across multiple generations, into the future.

The Australian Unity Trustees Foundation is an ideal perpetual structure for you to provide support to charitable projects and initiatives, knowing your contribution can continue to grow into perpetuity, whilst maintaining value in real terms.

To find out more about our philanthropy services, please speak to your financial adviser or contact an Australian Unity Trustees Estate Planning lawyer on 1800 87 87 83.


Free financial advice e-newsletters


Our regular e-newsletters will help you make more informed
financial decisions... and set you onto the path of financial 
wellbeing.

Client Education Centre


Educational fact sheets
Latest client newsletter
Special reports
Investment update webinar
Information brochures
Subscribe to our Newsletters

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.