If a person is unable to manage their own affairs, due to age, disability or other personal circumstances, a financial administrator is appointed to act on their behalf.
An administrator protects assets and manages the finances for the benefit of the person under administration.
A request for administration can be made by a family member, friend or carer to a state tribunal which then makes the appointment.
As a financial administrator, we ensure the client’s will and preferences are at the forefront of all decisions made on their behalf and their finances are managed in line with their needs.
We provide a dedicated client manager who also works with our client’s circle of support to ensure we provide the best care and answer any questions on an ongoing basis.
As your administrator, we can assist you with financial matters such as:
Financial and legal administration helps those in vulnerable situations, when they need it most. All transactions made on your behalf are always recorded and full transparency provided.
An executor is responsible for fulfilling the terms of a will. We can be appointed as your executor in your will or assist an executor with the administration of the estate in its entirety or with specific tasks.
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.
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.
We deliver trustee and financial management services for individuals who receive a lump sum compensation payment.
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.
We work with Australia’s largest Supported Independent Living (SIL) providers to support the management of a resident’s personal funds.
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
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
Nothing in 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.
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.
Call us on 1800 878 783 or submit an online form.