Wealth

Trust administration

Trusts can provide long lasting wealth creation and protection benefits for you and your family.

Trusts for now and the future

Trusts can be created for asset protection, income streaming, tax planning, protection of a vulnerable beneficiary, wealth transfer, as well as for charitable purposes.

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 trust administration?

A trust is a legal agreement between one person and another trusted person (or company) to hold assets, real estate and other investments for someone else.

A trustee manages the trust and is the legal owner of the assets within the trust. This provides a level of protection against personal liability if structured appropriately and may also enable the trust finances to be managed tax effectively.

A trustee’s responsibilities include:

registration of the trust with its own tax file number and Australian business number
managing the trust’s affairs including establishment of trust deeds based on state or territory laws and payment of relevant stamp duties
establishment and management of bank accounts and assets contained within the trust
lodging tax returns and paying any tax liabilities
managing employer obligations if the trust has employees

Contact us

“I have been thoroughly impressed with the service I have received since choosing Australian Unity Trustees as an organised Trust Fund for my children. They have been prompt with their replies and I have especially enjoyed dealing with ta select few people with any questions or requests. I would definitely recommend Australian Unity Trustees if you are looking for personalised efficient, friendly service.”

Eilis, Western Australia

What trusts can be established?

Australian Unity Trustees is a licenced professional trustee company with an Australian Financial Services Licence and regulated by ASIC’. We can assist you in determining which is the most appropriate trust structure for your circumstances.

We can assist in the establishment, administration and management of a trust. You may wish to establish a trust during your lifetime or create one in your will. A trust can assist you to protect your assets and wishes for the future.

Additionally, you can nominate us as the trustee when you establish your trust, or at any later time, if you require assistance or want to pass over the administration of the trust to us.

Example of trusts we can help you with include:

Testamentary trusts
Community and Native Title Trusts
Minors trusts
Special disability trusts
Superannuation proceeds trusts
Compensation trusts
Philanthropic trusts

Resources

Additional trustee services

Estate administration and Executors

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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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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Personal Injury

We deliver trustee and financial management services for individuals who receive a lump sum compensation payment.
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Residents' Trust Fund

We work with Australia’s largest Supported Independent Living (SIL) providers to support the management of a resident’s personal funds.
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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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Trust administration brochure

Download our Trust administration brochure for further information.

Financial Services Guide

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

Fees and Charges Schedule

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

Important information

This information is provided by Australian Unity Trustees Limited 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 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.

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 or submit an online form.

Further help and information

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