Wealth
Many people have discovered that there is nothing more satisfying than giving back to the community. This can be achieved through the establishment of your own charitable foundation, where funds can be invested, and income distributed in accordance with your wishes.
Establishing a charitable foundation provides an everlasting structure for you and your family to make a positive impact to communities and causes now and into the future.
The right foundation will depend on your individual circumstances and can include establishing your philanthropic trust during your lifetime, or within your estate planning which would come into effect on your passing.
The Australian Unity Trustees Foundation is a Public Ancillary Fund (PuAF) under which you can establish your own charitable ‘subfund’ to support those charities or causes close to your heart/about which you are passionate/to which you want to give
It is an ideal structure for anyone who wishes to experience the joy of philanthropy, charitable giving, and supporting others within the community during their lifetime and beyond, without the responsibility and obligation of managing the investment, governance and administration components if they were to manage their own foundation.
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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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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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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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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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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We deliver trustee and financial management services for individuals who receive a lump sum compensation payment.
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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 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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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.
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.