We deliver trustee and financial management services for individuals who receive a lump sum compensation payment. In doing so, we can help you manage your compensation payment in a way that puts your best interests first.
We provide expert assistance to manage and invest your payment, to support ongoing, high quality financial stability, quality of life, security, and financial wellbeing.
Being appointed to manage a compensation payment is a big responsibility. That’s why we offer personalised service from an experienced client relationship manager, as well as a team of experts who will discuss your evolving needs, wishes, and goals with you and yourcircle of support.
We’ll have the responsibility for meeting your needs and protecting your compensation payment.To ensure this, we can work with you and your circle of support to, for example:
Australian Unity Trustees is a licenced trustee company and a wholly owned subsidiary of Australian Unity Limited – a member owned wellbeing company that was established over 180 years ago to meet the growing health, financial and care needs of our members.
As a member owned company, we are not driven by profit maximisation but rather by the delivery of supports and services that matter most to our members, clients and the Australian community. We look beyond financial metrics to measure our performance, by also measuring how we contribute to community and social value.
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.
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.
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.