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Planning ahead
Am I an eligible customer?
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Preparing for a Will appointment
Make a Will appointment
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Advance Care Directives
Financial administration
About protected persons and estates
SACAT Administration Orders
When SACAT appoints us to manage your finances
Accessing your money
Case study - Ethel's story
Case study - Jack's story
Court awarded Protection Orders
Case study - Suzie's story
Protecting yourself against financial abuse
Easy Read documents
Wills, executors and trusts
Making a Will
Preparing for a Will appointment
Make a Will appointment
What to do when someone dies
Administering a deceased estate
Executors
I've been named as executor - where do I start?
Public Trustee as executor
I'm a beneficiary
Information to bring to your estate administration meeting
When there's no Will
Trusts
How trusts work
Types of trusts
Other services
Taxation services
Real estate
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Cash rates and investment returns
QIR-Dec-23.pdf
Unclaimed money
Private administrators
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I've been appointed administrator - where do I start?
Financial recording and reporting
Annual-Financial-Report-Templates.docx
Annual-Financial-Report-Form.xlsx
Annual-Financial-Report-Templates.pdf
Your responsibilities
Making decisions for others
Working through legal issues
Conflicts of interest
Carrying out your duties
Appropriate spending and control of money
Income and investing money
What to do with the protected person's house
Accommodation options
Purchasing real estate
Personal possessions
About us
What we do
Standards of service
Access and inclusion
Fees and charges
Information and privacy
Releasing customer information
Freedom of Information
News
Temporary changes in response to COVID-19
Common Fund management fee increase
Annual reports
2022-23 Annual Report
About the Agency
Public-Trustee-Org-Chart.pdf
The agency’s performance
Financial performance
Risk management
Reporting required under any other act or regulation
Public complaints
Appendix 1: The Public Trustee Services 2022-23
Appendix 2: Audited financial statements 2022-23
Public-Trustee-Common-Funds-Financial-Statements-2022-23.pdf
Public-Trustee-Corporate-Financial-Statements-2022-23.pdf
Public-Trustee-Statement-of-Trusts-2022-23.pdf
2021-22 Annual Report
The agency's performance
Financial performance
Risk management
Reporting required under any other act or regulation
Public complaints
Appendix 1: The Public Trustee Services 2021-22
Appendix 2: Audited financial statements 2021-22
2020-21 Annual Report
The agency’s performance
Financial performance
Risk management
Reporting required under any other act or regulation
Public complaints
Appendix 1: The Public Trustee Services 2020-21
Appendix 2: Audited financial statements 2020-21
2019-20 Annual Report
The agency's performance
Financial performance
Risk management
Reporting required under any other Act or Regulation
Public complaints reported
Appendix 1 - Public Trustee services 2019-2020
Appendix 2 - Audited financial statements
2018-19 Annual Report
The agency's performance
Financial performance
Risk management
Reporting required under any other Act or Regulation
Public complaints reported
Appendix 1 - Public Trustee Services
Appendix 2 - Audited Financial Statements
2017-18 Annual Report
Section A
Section B
Section C
Appendix 1 - Public Trustee Services
Appendix 2 - Audited Financial Statements
Contact us
Feedback and complaints
Customer Satisfaction Survey
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Mar 19, 2024 8:11 pm