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 |
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|
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 |
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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 |
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|
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 |
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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 | $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 |
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