Australians trust us to assist in managing and protecting their assets. While some people mistakenly believe that trustee or fiduciary services are only for the wealthy, Australian Unity Trustees is a contemporary trustee company for all Australians seeking to protect their assets now and into the future.
While still being grounded in the tradition of our heritage, we provide for the wellbeing of our clients in line with their needs.
Traditionally, a friend or family member may have been asked to accept the role of attorney or executor but with today’s changing landscape, it is becomingly increasingly commonplace to appoint an independent trustee company to assist either at times of vulnerability or need such as during the administration of an estate.
Australian Unity Trustees brings independence, impartiality and breadth of experience. It is a privilege for us to be asked to assist people in these ways; it is a responsibility we do not take lightly. We will do everything we can to ensure your best interests are considered paramount and respected.
We will take the time to understand you – your situation, your needs and wishes. We will then develop a solution in line with your needs.
Should your wishes or personal situation change over time, or if the legislative framework in which we work changes, we will work with you to update your financial and legal documentation accordingly.
It is a personalised service based on experience and strong empathy for you and your family.
By selecting Australian Unity Trustees to act on your behalf if you lose capacity, when you pass away or in any other trustee role, you have peace of mind knowing that we have taken the time to listen to you and act in your best interests and in line with your wishes.
