Wealth
Estate administration refers to paying debts and taxes and distributing assets to the beneficiaries as specified in a will. The person who administers an estate is called an executor.
Appointing a professional executor is becoming more commonplace because:
I needed an impartial executor as I was not providing equally for my children and I didn't want to burden my other children with the role of Executor.
Australian Unity Trustees have taken so much pressure and uncertainty away from me. I feel so much better knowing they are there. I trust Australian Unity Trustees 100%. I have trusted them with my life and beyond.
Judith, South Australia
You can appoint us as your executor in your will or, if you’re an executor for someone who has passed away, and you wish to renounce your role, we can accept the executor role for you. If we are appointed, you can be assured your wishes will be followed and your estate administered effectively and in a timely manner.
We can work alongside an appointed executor to provide guidance and assist with specific tasks.
Estate planning is far more than just having an up-to-date will. It specifies how your assets will be distributed, protects beneficiaries, and ensures your final wishes are observed.
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If appointed as your financial attorney (via an enduring power of attorney), we can help protect and manage your assets in the event you lose capacity. We can also provide assistance to other nominated attorneys.
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If you lose capacity and you do not have an enduring power of attorney we can be appointed as your financial administrator to manage your affairs for you. Always acting in your best interest. We step into in your shoes’ and only ever act with your best interests in mind.
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We can help you protect your assets by establishing a trust, for example, which may provide wealth creation and other benefits for you and your family.
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We can help you create a meaningful and ongoing legacy, that can start during your lifetime or on your passing and will continue to benefit future generations or causes close to your heart through charitable giving.
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We provide taxation advice to executors administering an estate; we aim to minimise any taxation liability of the estate and seek to prevent an executor becoming personally liable for any taxation consequences. We also provide business, Self-Managed superannuation fund and personal taxation advice including the preparation of tax returns
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Investment bonds are a way to save for the future and can be used as an alternative tool in estate planning. Investment bonds have unique benefits including tax-free death benefit payments for beneficiaries and increased protection against estate challenges
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AUT Legal Services Pty Ltd in South Australia: Liability Limited by a scheme approved under professional standards legislation.
This information is provided by Australian Unity Trustees Ltd ACN 162 061 556, AFSL 483220. Australian Unity Trustees 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.
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No matter your situation or the type of assistance required, we’re always here to help you, as we have been for the past 180 years.