During 2019-20 the Public Trustee continued to provide financial and administrative services to the people of South Australia.
The following tables reflect outcomes and performance on each of the services in addition to achievements against the Public Trustee Strategic Plan.
Agency contribution to whole of Government objectives
|Key Objective||Agency’s contribution|
Agency specific objectives and performance
The following table provides an overview of what has been achieved.
|Key objectives||Agency's achievements|
|Continuous Business Improvement|
|Governance & Financial Sustainability|
Agency specific programs
Will and Power of Attorney drafting services were provided for all eligible South Australians who nominated the Public Trustee as their executor, attorney or substitute attorney.
|Revised Wills||700||1 012|
|New & revised Power of Attorney documents||163||378|
|Customer satisfaction rating out of 5 with Will making services||4.80||4.74|
|Wills customers who would recommend the Public Trustee||94%||92%|
*Lower new and revised Wills numbers are representative of new eligibility requirements introduced 1 July 2020. The numbers include processing of bookings made prior to the changes and honoured through until 30 September 2020.
The Public Trustee acts as executor of an estate where named executor in the Will, or as administrator when a person dies intestate (without a Will).
The Public Trustee manages court-awarded trusts, trusts established by a Will and trusts under deed for minors, as well as perpetual charitable and scholarship trusts.
|Administration of new estates||470||518|
|Administration of new trusts||134||128|
|Finalised deceased estates||573||728|
|Customer satisfaction rating out of 5 with deceased estate administration services||3.76||3.68|
|Deceased estate administration customers who would recommend the Public Trustee||57%||51%|
|Customer satisfaction rating out of 5 with trust administration services||3.92||3.33|
The Public Trustee can be appointed legally responsible for making all, or some, of a person’s financial and legal decisions where that person has lost capacity.
|Appointed administrator or manager of financial and legal affairs – new customers||466||467|
|Active financial administrations as at 30 June||4 621||4 552|
|Customer satisfaction rating out of 5 by customers and their representatives||3.63||3.52|
The Public Trustee is required annually to examine and report on activities of private financial administrators and managers appointed by SACAT and the courts.
|Review of financial statements of private administrators, managers and executors||2 353||2 010|
|Matters referred to SACAT for non-compliance with reporting requirements||274||190|
|Information sessions held for newly appointed administrators to explain their responsibilities||10||15|
|Feedback from information sessions||Excellent/very good||Excellent/very good|
The Public Trustee may be appointed by a Court to act as ‘Next friend’ for customers unable to conduct their own legal proceedings.
|Appointed as litigation guardian – new customers||36||30|
|Matters on hand at 30 June||94||97|
|Customer satisfaction data not collected due to small sample size|
Performance management and development systems
|Performance management and development system||Performance|
|Performance Management is captured using the ELMO Performance Management System. Public Trustee aims for a compliance rate of 100% of all active staff having Performance Reviews during the year.||
*91.4% of all staff as at 30 June 2020 are recorded as having had at least one performance management review in 2019-20.|
*This figure reflects all staff, excluding those on long term paid leave who may not have had a performance review in the 6-12 month period.
Work health, safety and return to work programs
|Employee Assistance Program (EAP)||All staff have access to a confidential Employee Assistance Program, offering a counselling service to support and assist staff with both professional and personal issues.|
|AGD Health and Safety Committee||The Public Trustee has manager and employee representation on this committee, which provides a consultative forum to support and continuously improve work, health, safety and wellbeing systems and practices.|
|Work health and safety inspections||As part of the commitment to the safety of employees, six-monthly inspections are conducted to identify any hazards or risks with corrective action taken as needed.|
|The Public Trustee Health & Safety Committee||The Public Trustee Health and Safety Committee provides a proactive consultative forum for continuous improvement to Public Trustee work health, safety and injury management.|
|The Public Trustee Staff Culture & Wellbeing Initiatives||Staff are encouraged to participate in a range of social and wellbeing initiatives. As part of this, the Public Trustee staff raise funds to give back to the community through specially selected local charities and organisations.|
Work health and safety and return to work performance statistics for the Public Trustee are included in the Attorney-General’s Department Annual Report.
Executive employment in the agency
|Executive classification||Number of executives|
Data for previous years is available at: https://data.sa.gov.au/data/organization/attorney-general-s-dept
The Office of the Commissioner for Public Sector Employment has a workforce information page that provides further information on the breakdown of executive gender, salary and tenure by agency.