2018-19 | 2017-18 | |
Documents prepared (including during home visits) | ||
New Wills | 538 | 640 |
Revised Wills | 1 012 | 956 |
Total Wills | 1 550 | 1 596 |
Enduring Powers of Attorney (new and revised) | 378 | 391 |
Documents prepared during home visits | ||
Number of home visits | 103 | 232 |
Wills (new and revised) | 93 | 102 |
Enduring Powers of Attorney (new and revised) | 11 | 28 |
Deceased estate administration | ||
New cases | 518 | 653 |
Completed estate matters | 728 | 681 |
Estates currently under administration | 1 014 | 1 172 |
Grants of probate and administration received for the period | 427 | 428 |
Unclaimed money balances – finalised at 30 June, payment early next period | ||
Number of unclaimed balances paid to DTF | 39 | 44 |
Value of unclaimed balances paid to DTF | $0.6m | $0.3m |
Annual taxation returns | ||
Taxation returns and other assessments completed | 7 195 | 7 410 |
Personal estate administration | ||
Total number of personal estates under administration (including SACAT orders, court awards and Powers of Attorney) | 4 552 | 4 414 |
Number of new customers under SACAT Orders | 402 | 403 |
New court award customers | 29 | 29 |
Total funds received from new court awards | $4.5m | $10.6m |
New Power of Attorney customers | 36 | 36 |
Number of in-person meetings with Personal Estates Branch customers | 872 | 811 |
Court awarded funds under administration (includes court award customers and court award trusts) | $439.2m | $436.5m |
Reduced fee threshold | $5 050 | $4 950 |
% of customers under administration from whom no fees were collected | 17.6% | 15% |
Trust activity | ||
New trusts | 128 | 125 |
Trust matters finalised | 200 | 175 |
Trusts on hand at 30 June | 1 244 | 1 316 |
Trusts for children under the care of the Minister | ||
Trusts for children under the care of the Minister for Child Protection on hand at 30 June | 33 | 33 |
Completed trusts for children under the care of the Minister for Child Protection | 3 | 7 |
Litigation guardian appointments | ||
Number of next friend/litigation guardian matters on hand | 97 | 87 |
New litigation guardian customers | 30 | 34 |
Private administrators and private managers – review of financial statements | ||
Private administrators appointed under the Guardianship and Administration Act 1993 | 1 524 | 1 384 |
Private managers appointed under the Aged and Infirm Persons’ Property Act 1940 | 179 | 168 |
Matters referred to SACAT for non – compliance | 190 | 142 |
Information sessions for newly appointed administrators | 15 | 15 |
Alternate executor administrations pursuant to a court order | 307 | 276 |
Customer financial services activity | ||
Funds under administration (including superannuation) | $1 230.0m | $1 179.1m |
New funds invested for the reporting period | $89.1m | $79.1m |
Funds redeemed for the reporting period | $44.1m | $49.3m |
Total Common Fund trades for the reporting period | $1 473.5m | $1 056.8m |
Distributions to customers | $32.8m | $44.0m |
Total number of payments made | 425 068 | 417 896 |
Total value of payments made | $282.1m | $290.6m |
Total customer funds receipted value of pensions included | $338.6m $76.9m | $281.7m $81.3m |
Total value of real estate properties held | $360.9m | $357.8m |
Total value of managed customer assets | $1 666.6m | $1 659.5m |
Data for previous years is available at: https://data.sa.gov.au/data/organization/attorney-general-s-dept