Trustee services are not only for the wealthy. All Australians should understand how they want to protect, manage or pass on their assets in the event of their death, disablement or incapacity.
We have helped tens of thousands of Australians manage their affairs. Our team of lawyers, accountants, administrators and client managers are highly experienced, personable and dedicated, ensuring our clients and their families feel comforted and confident that their affairs are in safe hands.
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.
Australian Unity has a 180-year heritage of providing community service and prudent financial advice, which 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.
We are backed by the full resources of Australian Unity - so you can be assured of the most appropriate financial and legal assistance when you need it the most, whether you require estate administration, financial and legal administration, or trust establishment and administration.
Being a member-owned company—also called a mutual— gives us the freedom to invest money back into the services and solutions that matter most to our members, customers and the Australian community.
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 the future.
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 the role of attorney or executor 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. 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.
We have partnered with Willed to provide our members and customers with access to a legally valid online will that is simple, affordable and accessible.
Wills can be completed in as little as 15 minutes from the comfort of your own home.
Find out how here.