2019-20 | 2018-19 | |
Documents prepared | ||
---|---|---|
New Wills | 270 | 538 |
Revised Wills | 700 | 1 012 |
Total Wills | 970 | 1 550 |
Enduring Powers of Attorney (new and revised) | 163 | 378 |
Deceased estate administration | ||
New estates | 470 | 518 |
Completed estate matters | 573 | 728 |
Estates currently under administration | 1 011 | 1 014 |
Grants of probate and administration received for the period | 349 | 427 |
Unclaimed money balances – finalised at 30 June, payment early next period | ||
Number of unclaimed balances paid to DTF | 52 | 39 |
Value of unclaimed balances paid to DTF | $1.3m | $0.6m |
Annual taxation returns | ||
Taxation returns and other assessments completed | 6 294 | 7 195 |
Personal estate administration | ||
Total number of personal estates under administration (including SACAT orders, court awards and Powers of Attorney) | 4 621 | 4 552 |
Number of new customers under SACAT Orders | 393 | 402 |
New court award customers | 31 | 29 |
Total funds received from new court awards | $4.4m | $4.5m |
New Power of Attorney customers | 42 | 36 |
Number of in-person meetings with Personal Estates Branch customers | 1 000 | 872 |
Court awarded funds under administration (includes court award customers and court award trusts) | $428.5m | $439.2m |
Reduced fee threshold | $5 150 | $5 050 |
% of customers under administration from whom no fees were collected | 19% | 17.6% |
Trust activity | ||
New trusts | 134 | 128 |
Trust matters finalised | 180 | 204 |
Trusts on hand at 30 June | 1 206 | 1 244 |
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 | 38 | 33 |
Completed trusts for children under the care of the Minister for Child Protection | 5 | 3 |
Litigation guardian appointments | ||
Number of next friend/litigation guardian matters on hand | 94 | 97 |
New litigation guardian customers | 36 | 30 |
Private administrators and private managers – review of financial statements | ||
Private administrators appointed under the Guardianship and Administration Act 1993 | 1 684 | 1 524 |
Private managers appointed under the Aged and Infirm Persons’ Property Act 1940 | 177 | 179 |
Matters referred to SACAT for non – compliance | 274 | 190 |
Information sessions for newly appointed administrators | 10 | 15 |
Alternate executor administrations pursuant to a court order | 492 | 307 |
Customer financial services activity | ||
Funds under administration (including superannuation) | $1 227.5m | $1 230.0m |
New funds invested for the reporting period | $52.6m | $89.1m |
Funds redeemed for the reporting period | $40.0m | $44.1m |
Total Common Fund trades for the reporting period | $1 281.3m | $1 473.5m |
Distributions to customers | $15.0m | $32.8m |
Total number of payments made | 432 264 | 425 068 |
Total value of payments made | $283.9m | $282.1m |
Total customer funds receipted value of pensions included | $325.2m $86.9m | $338.6m $76.9m |
Total value of real estate properties held | $364.2m | $360.9m |
Total value of managed customer assets | $1 667.1m | $1 665.2m |
Data for previous years is available at: https://data.sa.gov.au/data/organization/attorney-general-s-dept