Australian Unity Trustees & Accountants

Welcome to Australian Unity Trustees & Accountants, located at Kingston, Giles Street, 120. As a trusted institution specializing in accounting, establishment, finance, and serving as a point of interest, we are here to provide you with expert advice and assistance in various areas.

One of our key areas of expertise is estate taxation. We understand that estate taxation can be a complex matter, and it is crucial to seek professional advice to ensure the protection of estate assets and to avoid unnecessary taxes. Our team of specialists can guide you through the intricacies of taxation obligations or even manage the entire process on your behalf. We work diligently to ensure that executors are not held personally liable for any mistakes and strive to make the process less difficult during what is already a challenging time.

As an executor, you hold the responsibility of fulfilling the terms of a will. We can either be appointed as your executor or provide assistance to an existing executor in administering the estate. Whether it is managing the entire estate or specific tasks, we have the knowledge and experience to support you.

In the event that you lose capacity, appointing us as your financial attorney through an enduring power of attorney can provide peace of mind. We will help protect and manage your assets, ensuring they are handled with care and in your best interest. We also extend our assistance to other nominated attorneys.

If you do not have an enduring power of attorney and lose capacity, we can step in as your financial administrator. Acting solely in your best interest, we will manage your affairs, ensuring your assets are protected and managed appropriately.

At Australian Unity Trustees & Accountants, we also specialize in establishing trusts to help you protect your assets. Trusts offer various benefits, including wealth creation and provisions for your family's future.

For individuals who receive a lump sum compensation payment, we provide trustee and financial management services. Our team is experienced in handling such cases and will ensure that your financial needs are met.

We understand the importance of leaving a meaningful legacy. Whether you wish to create an ongoing legacy during your lifetime or after your passing, we can assist you in philanthropic endeavors and charitable giving that will benefit future generations or causes close to your heart.

In collaboration with Australia's largest Supported Independent Living (SIL) providers, we support the management of residents' personal funds. Our expertise in financial management ensures that residents receive the necessary support and guidance.

Investment bonds are an alternative tool in estate planning and provide a way to save for the future. With unique benefits such as tax-free death benefit payments for beneficiaries and increased protection against estate challenges, investment bonds can be a valuable addition to your financial strategy.

No matter your situation or the type of assistance required, Australian Unity Trustees & Accountants is here to help. With a legacy of 180 years, we have been providing expert advice and support to individuals and families. Trust us to guide you through the complexities of accounting, estate planning, and financial management, always acting in your best interest.