Public Trustee

Click here to skip all navigation and go straight to the content

“We always act in the best interest of our clients”
One big reason to make your wills. Click here to make an appointment.

Fees & Charges

About our fees and charges

Public Trustee aims to provide the best possible service with charges that are both competitive and reasonable as well as in accordance with the Public Trustee Act and Regulations

Public Trustee may charge commissions and/or fees for administering deceased estates, trusts, personal estates or charge other expenses involved in the administration of estates which may include an administration and audit fee or fees for the preparation of a tax return. Public Trustee may engage real estate agents, valuers, property inspectors, lawyers and/or conveyancers to assist in the administration of the estate, trust or in the administration of the personal estate. These third party fees and charges will be paid by the estate or trust. For more information or the latest copy of our fees and charges, please click on the relevant links below.

Making your Will

Public Trustee make a Will free of charge when appointed as executor. The Will can be revised or updated at any time for no cost. Public Trustee will also keep the Will in safe custody at no charge. When Public Trustee is appointed as executor, no charges are incurred until after death when Public Trustee takes up the role as the executor and administers the deceased estate. Where you choose to appoint a person other than Public Trustee as your Executor, there will be a fee to prepare that Will, which will be payable at the time of your appointment. If you are considering this option, please contact the office of the Public Trustee on (08) 8226 9204 for more information about this cost. For the latest copy of our Fees and Charges relating to deceased estates or trusts, please click here:

Administering a deceased estate

In administering a deceased estate, Public Trustee assumes full financial and legal responsibilities while assets are under our control, prior to distribution to beneficiaries. Public Trustee charges commissions and fees in accordance with the Public Trustee Act, 1995 and associated regulations to administer deceased estates and trusts. The regulated fees are set annually by the Government of South Australia. For more information and the latest copy of our Fees and Charges relating to deceased estates or trusts, please click here

Administering a personal estate

Public Trustee charges commissions and fees in accordance with the Public Trustee Act, 1995 and associated regulations for managing personal estates on behalf of people unable to manage their own affairs (i.e. where Public Trustee is acting in the role of Attorney, Financial Administrator under a Guardianship Board Order, Manager pursuant to a court order under the Aged and Infirm Persons’ Property Act, 1940 or Trustee via a court order under the Public Trustee Act, 1995). The regulated fees are set annually by the Government of South Australia. For more information and the latest copy of our Fees and Charges relating to the administration of Personal Estates, please click here

 

 

For more information on how Public Trustee calculates Capital Commission, including some examples, please refer to the following Frequently Asked Question (FAQ). For your convenience, the FAQs are in PDF format so you can print them out.

Return to top

*

Text size  A | A | A

Make an Appointment