2021-22 | 2020-21 | |
Documents prepared |
|
|
New Wills | 162 | 192 |
Revised Wills | 316 | 343 |
Total Wills | 478 | 535 |
Enduring Powers of Attorney (new and revised) | 45 | 29 |
Deceased estate administration |
|
|
New estates | 465 | 439 |
Completed estate matters | 593 | 628 |
Estates currently under administration | 907 | 925 |
Grants of probate and administration received for the period | 368 | 347 |
Unclaimed money balances - finalised at 30 June, payment early next period |
|
|
Number of unclaimed balances paid to DTF | 26 | 68 |
Value of unclaimed balances paid to DTF | $0.7m | $0.4m |
Annual taxation returns |
| |
Taxation returns and other assessments completed | 7 072 | 6 916 |
Personal estate administration |
| |
Total number of personal estates under administration(including SACAT orders, court awards and Powers of Attorney) | 4 847 | 4 749 |
Number of new customers under SACAT Orders | 413 | 471 |
New court award customers | 33 | 26 |
Total funds received from new court awards | $5.6m | $4.8m |
New Power of Attorney customers | 18 | 31 |
Number of in-person meetings with Personal Estates Branch customers | 1 914 | 1 537 |
Court awarded funds under administration (includes court award customers and court award trusts) | $452.2m | $478.1m |
Reduced fee threshold | $5 300 | $5 250 |
% of customers under administration from whom no fees were collected | 20.8% | 16.7% |
Trust activity |
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|
New trusts | 72 | 83 |
Trust matters finalised | 149 | 134 |
Trusts on hand at 30 June | 1 082 | 1 156 |
Trusts for children under the care of the Department for Child Protection |
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Trusts for children under the care of the Department for Child Protection on hand at 30 June | 25 | 36 |
Completed trusts for children under the care of the Department for Child Protection | 13 | 12 |
Litigation guardian appointments |
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|
Number of next friend/litigation guardian matters on hand | 111 | 112 |
New litigation guardian customers | 25 | 43 |
Private administrators and private managers – review of financial statements |
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Private administrators appointed under the Guardianship and Administration Act 1993 | 2 127 | 1 984 |
Private managers appointed under the Aged and Infirm Persons’ Property Act 1940 | 193 | 185 |
Matters referred to SACAT for non-compliance | 312 | 164 |
Information sessions for newly appointed administrators | 3 | 11 |
Alternate executor administrations pursuant to a court order | 808 | 646 |
Customer financial services activity |
| |
Funds under administration (including superannuation) | $1 292.2m | $1 348.6m |
New funds invested for the reporting period | $116.9m | $77.5m |
Funds redeemed for the reporting period | $91.3m | $55.6m |
Total Common Fund trades for the reporting period | $915.9m | $1 005.7m |
Distributions to customers | $30.2m | $47.7m |
Total number of payments made | 453 688 | 435 081 |
Total value of payments made | $391.7m | $302.2m |
Total customer funds receipted | $478.5m $90.6m | $389.8m $92.1m |
Total value of real estate properties held | $405.9m | $359.9m |
Total value of managed customer assets | $1 779.6m | $1 809.3m |
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