Performance at a glance
During 2020-21 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.
The following table provides an overview of what has been achieved.
Continuous Business Improvement
Governance & Financial Sustainability
Agency Program - Writing Wills & Powers of Attorney
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.
*Note: Lower Will and Power of Attorney numbers are representative of new eligibility requirements introduced 1 July 2020.
Agency Program - Deceased Estates & Trusts Administration
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.
Agency Program - Personal Financial Administration
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.
Agency Program - Monitoring Private Financial Administrators and Managers
The Public Trustee is required annually to examine and report on activities of private financial administrators and managers appointed by SACAT and the courts.
Agency Program - Litigation Guardian
The Public Trustee may be appointed by a Court to act as ‘Next friend’ for customers unable to conduct their own legal proceedings.
Employment opportunity programs
Aboriginal Traineeship Program
During 2020-21 Public Trustee engaged two trainees under the Aboriginal Traineeship Program.
Agency performance management and development systems
Performance management and development system
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.
*90% of all staff as at 30 June 2021 are recorded as having had at least one performance management review in 2020-21.
*This figure excludes staff on long term paid leave.
Work health, safety and return to work programs
Employee Assistance Program (EAP)
All staff have access to a confidential EAP 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
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.