2022-23

2021-22

Documents prepared

New Wills

118

162

Revised Wills

191

316

Total Wills

309

478

Enduring Powers of Attorney (new and revised)

64

45

Deceased estate administration

New estates

510

465

Completed estate matters

603

593

Estates currently under administration

978

907

Grants of probate and administration received for the period

359

368

Unclaimed money balances - finalised at 30 June, payment early next period

Number of unclaimed balances paid to DTF

35

26

Value of unclaimed balances paid to DTF

$0.2m

$0.7m

Annual taxation returns          

 

Taxation returns and other assessments completed

6 883

7 072

Personal estate administration

 

Total number of personal estates under administration(including SACAT orders, court  awards and Powers of Attorney)

4 986

4 847

Number of new customers under SACAT Orders

455

413

New court award customers

43

33

Total funds received from new court awards

$5.4m

$5.6m

New Power of Attorney customers

12

18

Number of in-person meetings with Personal Estates Branch customers

2 589

1 914

Court awarded funds under administration (includes court award customers and court award trusts)

$445.5m

$452.2m

Reduced fee threshold

$5 550

$5 300

% of customers under administration from whom no fees were collected

17.9%

20.8%

Trust activity

New trusts

79

72

Trust matters finalised

157

149

Trusts on hand at 30 June

1 016

1 082

Trusts for children under the care of the Department for Child Protection

Trusts for children under the care of the Department for Child Protection on hand at 30 June

33

25

Completed trusts for children under the care of the Department for Child Protection

8

13

Litigation guardian appointments

Number of next friend/litigation guardian matters on hand

93

111

New litigation guardian customers

35

25

Private administrators and private managers – review of financial statements

Private administrators appointed under the Guardianship and Administration Act 1993

2 326

2 127

Private managers appointed under the Aged and Infirm Persons’ Property Act 1940

197

193

Matters referred to SACAT for non-compliance

381

312

Information sessions for newly appointed administrators

7

3

Alternate executor administrations pursuant to a court order

849

808

Customer financial services activity  

 

Funds under administration (including superannuation)

$1 375.6m

$1 292.2m

New funds invested for the reporting period

$74.3m

$116.9m

Funds redeemed for the reporting period

$84.9m

$91.3m

Total Common Fund trades for the reporting period

$900.9m

$915.9m

Distributions to customers

$20.9m

$30.2m

Total number of payments made

476 574

453 688

Total value of payments made

$324.3m

$391.7m

Total customer funds receipted
value of pensions included

$414.7m

$98.1m

$478.5m

$90.6m

Total value of real estate properties held

$437.8m

$405.9m

Total value of managed customer assets

$1 898m

$1 779.6m