Wealth

Estate administration

We can act as the executor of your estate, or we can assist your nominated executor in their role.

Finding the right assistance

It's becoming commonplace to appoint a trustee company to administer a loved-one’s estate. We understand the trust placed in us to fulfill this role and can assure you that your wishes will be followed and your estate administered tax effectively and in a timely manner.

Supported by a mutual organisation

We are Australian’s first member-owned company, with a 180-year heritage, here to help you.

Nationwide coverage

Located across Australia and providing healthcare, financial, retirement and living services to over one million Australians.

What is estate administration?

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:

they understand the legal responsibilities and will act impartially
the process can be lengthy, complex and demanding
if an executor makes a mistake, they can be held personally liable for financial loss

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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

Executor services

Estate administration

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.

Executor Assist

We can work alongside an appointed executor to provide guidance and assist with specific tasks.

Resources

Download our Estate administration brochure for further information.

Estate planning

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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Financial attorney

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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Financial and legal administration

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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Trust administration

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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Philanthropic services

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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Taxation services

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

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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Download our Financial services guide which provides you with information about the services Australian Unity Trustees is authorised to provide.

Download our Fees and charges schedule which details the standard fees & charges applicable to services provided by Australian Unity Trustees.

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.

Nothing on this site represents an offer or solicitation by Australian Unity Trustees 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 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 and its related bodies corporate make no representation as to its accuracy or completeness.

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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.

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Further help and information

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Resources, news and insights

Visit our investor resources to access a range of articles and features that can help you in your decision-making process.

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Financial advice

Professional advice can be invaluable no matter your life stage, what life events have taken place, or where you are on your financial wellbeing journey.

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