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Trust Management

The use of trusts can provide asset protection now, into the future and beyond


We can help you protect your assets by creating a legal structure such as a trust which may provide long lasting wealth creation and protection benefits for you and your family.

As the trustee is the legal owner of the assets, the trust provides a level of protection against personal liability if structured appropriately  and may also allow you to arrange your finances in a tax efficient manner.

Trusts may also be used to allocate money for the sole purpose of caring for a family member who has special needs, or is a minor, or for a charitable purpose which can continue on into perpetuity.

Our trust management service

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:

  • Family trusts
  • Charitable trusts
  • Compensation trusts
  • Special disability trusts
  • Testamentary trusts
  • Minors trusts
  • Superannuation proceeds trust


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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.