Wealth

Financial administration

We have helped thousands of Australians with their financial affairs when they can no longer manage on their own.

We step into your shoes

We ensure your best interests are at the forefront of all financial decisions made on your behalf and managed in line with your needs.

Supporting you at every stage

Our team of caring professionals deliver Real Wellbeing services in an empathetic and respectful manner.

Wellbeing first

As a member based organisation, we put your interests first with the highest duty of care.

What is financial administration?

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 Relationship 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.

Enquire now

Fountain pen writing, with it's shadow as a key

Our family was encountering difficulties with assisting our ageing father in all of his needs, due to dementia. Australian Unity Trustees were appointed by VCAT as financial administrators to manage Dad's finances, aged care living arrangements, the sale of his residential property and the settlement of all ongoing bills.

I would like to give a very special thanks to our dedicated client manager, for the professional service given to us. Not to mention, the regular email, phone contact and advice along the way, and for the support that was given to my Dad and our family in our time of need.

It is without hesitation that we would recommend Australian Unity Trustees to any person requiring Financial Administration needs.

Robert, Victoria

How we can help

As your administrator, we can assist you with financial matters such as:

develop and help you manage a budget so that you can live within your means
manage your everyday banking
collect and deposit income owed to you from pensions, other government benefits, rent or investments
protect and manage your assets
buy and sell assets as required
pay bills and day to day living expenses and manage insurances

Financial administration helps those in vulnerable situations, when they need it most. All transactions made on your behalf are always recorded and full transparency provided.

Resources

Financial administration brochure

Download our Financial administration brochure for further information.

Additional trustee services

Executor & estate administration

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.
Learn more

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.
Learn more

Trustee & 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.
Learn more

Personal Injury

We deliver trustee and financial management services for individuals who receive a lump sum compensation payment.
Learn more

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.
Learn more

Residents' Trust Fund

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

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
Learn more

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
Learn more

Financial service guide | Fees and charges schedule

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.

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 over 180 years.

Call us on 1800 878 783 or submit an online form.