2017-18 The Public Trustee Services

Documents prepared (including during home visits)  
New Wills640684
Revised Wills9561 055
Total Wills1 5961 739
Enduring Powers of Attorney (new and revised)391456
Documents prepared during home visits  
Number of home visits232202
Wills (new and revised)102132
Enduring Powers of Attorney (new and revised)2831
Deceased estate administration  
New cases653532
Completed estate matters681661
Estates currently under administration1 1721 136
Grants of probate and administration received for the period428410
Unclaimed money balances – finalised at 30 June, payment early next period  
Number of unclaimed balances paid to DTF4443
Value of unclaimed balances paid to DTF$0.3m$2.9m
Annual taxation returns    
Taxation returns and other assessments completed7 4107 166
Personal estate administration  
Total number of personal estates under administration (including SACAT orders, court awards and Powers of Attorney)4 4144 324
Number of new customers under SACAT Orders403438
New court-award customers2928
Total funds received from new court awards$10.6m$12.7m
New Power of Attorney customers3634
Number of in-person meetings with Personal Estates Branch customers811642
Court-awarded funds under administration (includes court award customers and court award trusts)$436.5m$416.4m
Reduced fee threshold$4 950$4 850
% of customers under administration from whom no fees were collected15%16%
Trust activity  
New trusts125118
Trust matters finalised175196
Trusts on hand at 30 June1 3161 362
Trusts for children under the care of the Minister  
Trusts for children under the care of the Minister for Human Services (Formerly Communities and Social Inclusion) on hand at 30 June3341
Completed trusts for children under the care of the Minister for Human Services (Formerly Communities and Social Inclusion)73
Litigation guardian appointments  
Number of next friend/litigation guardian matters on hand8762
New litigation guardian customers3427
Private administrators and private managers – review of financial statements
Private administrators appointed under the Guardianship and Administration Act 19931 3841 303
Private managers appointed under the Aged and Infirm Persons’ Property Act 1940168170
Matters referred to SACAT for non – compliance14290
Information sessions for newly appointed administrators1514
Alternate executor administrations pursuant to a court order276300
Customer financial services activity              
Funds under administration (including superannuation)$1 179.1m$1 127.3m
New funds invested for the reporting period$79.1m$165.4m
Funds redeemed for the reporting period$49.3m$93.1m
Total Common Fund trades for the reporting period$1 056.8m$1 935.2m
Distributions to customers$44.0m$46.7m
Total number of payments made417 896411 036
Total value of payments made$290.6m$285.6m
Total customer funds receipted

value of pensions included





Total value of real estate properties held$357.8m$333.2m
Total value of managed customer assets$1 659.5m$1 552.7m

Data for previous years is available at: https://data.sa.gov.au/data/organization/attorney-general-s-dept

Appendix 2