A protected person is somebody who is no longer capable of managing their own affairs and where one of the following has been put in place:
- an Administration Order by SACAT (under the Guardianship and Administration Act 1993)
- a Protection Order by a Court (under the Aged and Infirm Persons' Property Act 1940)
A Protection Order or Administration Order appoints the Public Trustee as manager or administrator of a protected person's estate.
This includes looking after their:
- bank accounts
- other assets.
If a protected person has assets outside of South Australia (eg real estate), we may appoint an interstate agent to manage this.
Accessing a protected person's financial information
A protected person is entitled to receive information about their finances.
We generally provide statements to customers each quarter - but a protected person may request access to their financial information at any time.
A protected person's financial affairs are confidential.
We comply with the State Government's Information Privacy Principles - however, sometimes an order from SACAT or a Court may require us to provide this information to a third party.
Learn more about our information sharing requirements.