Level 1 Item Planning ahead
Level 2 Item Am I an eligible customer?
Level 2 Item Making a Will
Level 3 Item Preparing for a Will appointment
Level 3 Item Make a Will appointment
Level 2 Item Power of Attorney
Level 2 Item Advance Care Directives
Level 1 Item Financial administration
Level 2 Item About protected persons and estates
Level 2 Item SACAT Administration Orders
Level 3 Item When SACAT appoints us to manage your finances
Level 3 Item Accessing your money
Level 3 Item Case study - Ethel's story
Level 3 Item Case study - Jack's story
Level 2 Item Court awarded Protection Orders
Level 3 Item Case study - Suzie's story
Level 2 Item Protecting yourself against financial abuse
Level 2 Item Easy Read documents
Level 1 Item Wills, executors and trusts
Level 2 Item Making a Will
Level 3 Item Preparing for a Will appointment
Level 3 Item Make a Will appointment
Level 2 Item What to do when someone dies
Level 2 Item Administering a deceased estate
Level 2 Item Executors
Level 3 Item I've been named as executor - where do I start?
Level 3 Item Public Trustee as executor
Level 2 Item I'm a beneficiary
Level 3 Item Information to bring to your estate administration meeting
Level 2 Item When there's no Will
Level 2 Item Trusts
Level 3 Item How trusts work
Level 3 Item Types of trusts
Level 1 Item Other services
Level 2 Item Taxation services
Level 2 Item Real estate
Level 2 Item Funds management
Level 3 Item Investment strategies
Level 3 Item Withdrawals
Level 2 Item Cash rates and investment returns
Level 3 Item QIR-Dec-23.pdf
Level 2 Item Unclaimed money
Level 1 Item Private administrators
Level 2 Item What is a private administrator?
Level 3 Item I've been appointed administrator - where do I start?
Level 2 Item Financial recording and reporting
Level 3 Item Annual-Financial-Report-Templates.docx
Level 3 Item Annual-Financial-Report-Form.xlsx
Level 3 Item Annual-Financial-Report-Templates.pdf
Level 2 Item Your responsibilities
Level 3 Item Making decisions for others
Level 3 Item Working through legal issues
Level 3 Item Conflicts of interest
Level 2 Item Carrying out your duties
Level 3 Item Appropriate spending and control of money
Level 3 Item Income and investing money
Level 3 Item What to do with the protected person's house
Level 3 Item Accommodation options
Level 3 Item Purchasing real estate
Level 3 Item Personal possessions
Level 1 Item About us
Level 2 Item What we do
Level 3 Item Standards of service
Level 3 Item Access and inclusion
Level 2 Item Fees and charges
Level 2 Item Information and privacy
Level 3 Item Releasing customer information
Level 3 Item Freedom of Information
Level 2 Item News
Level 3 Item Temporary changes in response to COVID-19
Level 3 Item Common Fund management fee increase
Level 2 Item Annual reports
Level 3 Item 2022-23 Annual Report
Level 4 Item About the Agency
Level 5 Item Public-Trustee-Org-Chart.pdf
Level 4 Item The agency’s performance
Level 4 Item Financial performance
Level 4 Item Risk management
Level 4 Item Reporting required under any other act or regulation
Level 4 Item Public complaints
Level 4 Item Appendix 1: The Public Trustee Services 2022-23
Level 4 Item Appendix 2: Audited financial statements 2022-23
Level 5 Item Public-Trustee-Common-Funds-Financial-Statements-2022-23.pdf
Level 5 Item Public-Trustee-Corporate-Financial-Statements-2022-23.pdf
Level 5 Item Public-Trustee-Statement-of-Trusts-2022-23.pdf
Level 3 Item 2021-22 Annual Report
Level 4 Item The agency's performance
Level 4 Item Financial performance
Level 4 Item Risk management
Level 4 Item Reporting required under any other act or regulation
Level 4 Item Public complaints
Level 4 Item Appendix 1: The Public Trustee Services 2021-22
Level 4 Item Appendix 2: Audited financial statements 2021-22
Level 3 Item 2020-21 Annual Report
Level 4 Item The agency’s performance
Level 4 Item Financial performance
Level 4 Item Risk management
Level 4 Item Reporting required under any other act or regulation
Level 4 Item Public complaints
Level 4 Item Appendix 1: The Public Trustee Services 2020-21
Level 4 Item Appendix 2: Audited financial statements 2020-21
Level 3 Item 2019-20 Annual Report
Level 4 Item The agency's performance
Level 4 Item Financial performance
Level 4 Item Risk management
Level 4 Item Reporting required under any other Act or Regulation
Level 4 Item Public complaints reported
Level 4 Item Appendix 1 - Public Trustee services 2019-2020
Level 4 Item Appendix 2 - Audited financial statements
Level 3 Item 2018-19 Annual Report
Level 4 Item The agency's performance
Level 4 Item Financial performance
Level 4 Item Risk management
Level 4 Item Reporting required under any other Act or Regulation
Level 4 Item Public complaints reported
Level 4 Item Appendix 1 - Public Trustee Services
Level 4 Item Appendix 2 - Audited Financial Statements
Level 3 Item 2017-18 Annual Report
Level 4 Item Section A
Level 4 Item Section B
Level 4 Item Section C
Level 4 Item Appendix 1 - Public Trustee Services
Level 4 Item Appendix 2 - Audited Financial Statements
Level 2 Item Contact us
Level 2 Item Feedback and complaints
Level 2 Item Customer Satisfaction Survey