2020-21 | 2019-20 | |
Documents prepared |
|
|
New Wills | 192 | 270 |
Revised Wills | 343 | 700 |
Total Wills | 535 | 970 |
Enduring Powers of Attorney (new and revised) | 29 | 163 |
Deceased estate administration |
|
|
New estates | 439 | 470 |
Completed estate matters | 628 | 573 |
Estates currently under administration | 925 | 1 011 |
Grants of probate and administration received for the period | 347 | 349 |
Unclaimed money balances - finalised at 30 June, payment early next period |
|
|
Number of unclaimed balances paid to DTF | 68 | 52 |
Value of unclaimed balances paid to DTF | $0.4m | $1.3m |
Annual taxation returns |
| |
Taxation returns and other assessments completed | 6 916 | 6 294 |
Personal estate administration |
| |
Total number of personal estates under administration(including SACAT orders, court awards and Powers of Attorney) | 4 749 | 4 621 |
Number of new customers under SACAT Orders | 471 | 393 |
New court award customers | 26 | 31 |
Total funds received from new court awards | $4.8m | $4.4m |
New Power of Attorney customers | 31 | 42 |
Number of in-person meetings with Personal Estates Branch customers | 1 537 | 1 000 |
Court awarded funds under administration (includes court award customers and court award trusts) | $478.1m | $428.5m |
Reduced fee threshold | $5 250 | $5 150 |
% of customers under administration from whom no fees were collected | 16.7% | 19% |
Trust activity |
|
|
New trusts | 83 | 134 |
Trust matters finalised | 134 | 180 |
Trusts on hand at 30 June | 1 156 | 1 206 |
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 | 36 | 38 |
Completed trusts for children under the care of the Minister for Child Protection | 12 | 5 |
Litigation guardian appointments |
|
|
Number of next friend/litigation guardian matters on hand | 112 | 94 |
New litigation guardian customers | 43 | 36 |
Private administrators and private managers – review of financial statements |
|
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Private administrators appointed under the Guardianship and Administration Act 1993 | 1 984 | 1 684 |
Private managers appointed under the Aged and Infirm Persons’ Property Act 1940 | 185 | 177 |
Matters referred to SACAT for non-compliance | 164 | 274 |
Information sessions for newly appointed administrators | 11 | 10 |
Alternate executor administrations pursuant to a court order | 646 | 492 |
Customer financial services activity |
| |
Funds under administration (including superannuation) | $1 348.6m | $1 227.5m |
New funds invested for the reporting period | $77.5m | $52.6m |
Funds redeemed for the reporting period | $55.6m | $40.0m |
Total Common Fund trades for the reporting period | $1 005.7m | $1 281.3m |
Distributions to customers | $47.7m | $15.0m |
Total number of payments made | 435 081 | 432 264 |
Total value of payments made | $302.2m | $283.9m |
Total customer funds receipted | $389.8m | $325.2m |
Total value of real estate properties held | $359.9m | $364.2m |
Total value of managed customer assets | $1 809.3m | $1 667.1m |
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