Wealth

Taxation & accounting services

Finding tailored taxation and accounting solutions for your personal, business, self-managed superannuation fund, trust and estate needs.

More than just number crunching

We provide a wide range of personal and business accounting services and self-managed super fund administration services. We listen and focus on the detail to help you achieve the right outcomes.

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.

Solutions based on your needs

We want to know who you are so that we understand what’s important to you. Our qualified accountants can help you with a broad range of taxation and accounting services.

Self-managed superannuation fund administration

financial statement preparation
tax compliance and advice
compliance regulation advice

Personal taxation

tax planning and advice
estate taxation advice
individual income tax returns
estate taxation advice
gearing strategies
investment property advice

Business services

tax returns
BAS and FBT returns
tax planning
succession planning
payroll financial and management
accounting starting up, buying or selling a business
business structures
business leasing and asset purchase advice
business loan structures
asset protection

Michael Williams has been our business and personal accountant for almost 20 years.

We are extremely happy with their professionalism and approachability in all aspects of our business model.

Michael's advice has been invaluable over the past years, in particular his knowledge and guidance in assisting the business owners with difficult decisions within our business structure.

We highly recommend them due to the efficient, consistent and reliable service provided by Michael and his team

Tony & Wendy, ACT

Estate taxation complexities

We are specialists in estate taxation, which is a complex area and requires professional advice to ensure that estate assets are protected and not unnecessarily taxed and executors are not held personally liable for mistakes.

We can either provide this specialist advice to help you navigate your way through the taxation obligations or manage the whole process for you.

We also work with executors, other dependents, and beneficiaries, to make the process less difficult during an already challenging time.

Resources

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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Estate administration and Executors (Executor Assist)

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.
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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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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.

Enquire now

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.

Contact us

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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