During 2024-25 the Public Trustee continued to provide financial and administrative services to the people of South Australia. The following tables reflect outcomes and performance on each of the services in addition to achievements against the Public Trustee Strategic Plan.

People

  • Worked towards a comprehensive, agency-wide Action Plan aimed at strengthening psychological safety, leadership capability, role clarity, wellbeing support, and change readiness.
  • Conducted “Your Say” conversations sessions for approximately 80% of staff with executive presence, ensuring the voice of employees was heard firsthand. This approach fostered candid engagement and was instrumental in identifying key themes related to leadership, recognition, inclusion, role clarity, and well-being.
  • Strengthened our approach to Work Health and Safety governance, aligning with the Attorney-General Department’s overarching frameworks. This includes enhanced communication, reporting, and review mechanisms, as well as clarified escalation pathways to ensure concerns are addressed early and appropriately.
  • Performance and development discussions occurred for 93% of staff with the exceptions related to new employees or those on extended leave. This process supports both employees and leaders to embrace a culture of continuous feedback and professional growth.
  • Expanded access to the Employee Assistance Program through a pilot initiative focused on targeted wellbeing training for both leaders and employees. This initiative was designed to ensure support is available at every level of the organisation and to better equip leaders to care for and guide their teams.
  • Enhancing communication and engagement with staff, including regular branch updates, team meetings, and one-on-one check-ins.
  • Continuation of the University Graduate Placement Program to support student outcomes and provide workplace exposure.
  • Continued to deliver on key actions from the AGD’s Diversity Access and Inclusion Plan.

Technology-enabled Business Improvement

  • Implemented a new MS Dynamics Customer Financials system (Transact) to replace the aged and unsupported PeopleSoft Financial system.
  • Ensured the security and safety of our systems through a design and security audit and penetration testing of Transact.
  • Implemented a supportable legacy data viewer, for historic customer financial information.
  • Continued evolution and support of the customer relationship management system (Connect).
  • Collaborated with Office of the Chief Information Officer to replace Whole of Government network infrastructure.
  • Implemented a new Whole of Government VPN solution.
  • Completed application upgrades for Assets and Financial Management Software HiPortfolio, HiTrust and Anova, supporting the management and accounting for customer investments.
  • Refreshed ICT infrastructure and software systems including monitors and notebooks.
  • Continued to remove dependencies on unsupported systems.
  • Completed several test exercises to ensure operational and cyber security processes are current, including quarterly simulated phishing campaigns and a simulated ransomware event.
  • Replaced the legacy telephony solution for all remaining PT personnel, with an online solution.
  • Undertook an audit of PT's compliance against the SA Cyber Security Framework and Essential 8 criteria.
  • Eliminated all possible vulnerabilities identified in the 2023 and 2024 assessments.  Only those pending system decommissioning are pending.

Customer Experience

  • Continued increased engagement with customer advocacy and support services with a focus on improving customer service and provision of escalation points for complex queries.
  • Implementation of a new telephony system to improve telephone responsiveness, reduce reliance on voicemail and enhance the customer experience.  Additional features implemented include callback functionality, expanded call queue capacity, and caller identification.
  • Continued engagement with the Adult Safeguarding Unit (ASU), the Office of the Public Advocate (OPA), the Fines Enforcement and Recovery Unit (FERU) and the South Australian Civil and Administrative Tribunal (SACAT).
  • Participated in education sessions as part of the Alliance for Prevention of Elder Abuse hosted by the Aged Rights Advocacy Service.
  • Conducted 2024-25 Annual Customer Satisfaction Survey.
  • Progressed planning for the integration of emails with the customer relationship management system to provide greater visibility of customer contacts and aid in response times.
  • Supported the review of recommendations from the Disability Royal Commission and contributed to a South Australian Law Reform Institute review of supported decision making.

Governance & Financial Sustainability

  • Achieved Charter and Performance targets.
  • Reviewed and updated delegations to ensure strong governance, accountability and improve operational effectiveness.
  • The organisation completed the transition of banking arrangements from the Commonwealth Bank of Australia to the ANZ bank. The transition was extended to include customer banking in March 2025.
  • The 2024-45 Control Self-Assessment Program was successfully completed across the Agency. Second line assurance was conducted for Customer Service branch by the Governance and Compliance Team.
  • Internal audits completed focused on pre go-live review of the Security of the Transact Solution, the Litigation Guardian Customers process and Cyber Security Framework Implementation.

Agency Program - Writing Wills & Powers of Attorney

Will and Power of Attorney drafting services were provided for all eligible South Australians who nominated the Public Trustee as their executor, attorney or substitute attorney.

Activity Indicators

2024-25

2023-24

 
  • New Wills

130

127

 
  • Revised Wills

240

231

 
  • New & revised Power of Attorney documents

30

41

 

Effectiveness/Efficiency Indicators

 
  • Customer satisfaction rating out of 5 with   Will making services

4.7

4.7

 
  • Wills customers who would recommend the   Public Trustee

100%

100%

 

Agency Program - Deceased Estates & Trusts Administration

The Public Trustee acts as executor of an estate where named executor in the Will, or as administrator when a person dies intestate (without a Will).

The Public Trustee manages court-awarded trusts, trusts established by a Will and trusts under deed for minors, as well as perpetual charitable and scholarship trusts.

    

Activity Indicators

2024-25

2023-24

 
  • Administration of new estates

461

456

 
  • Administration of new trusts

100

97

 
  • Finalised deceased estates

455

552

 
  • Finalised trusts

78

108

 

Effectiveness/Efficiency Indicators                  

 
  • Customer satisfaction rating out of 5 with   deceased estate administration services

3.6

4.2

 
  • Customer satisfaction rating out of 5 with   trust administration services

3.7

4.1

 

Agency Program - Personal Financial Administration

The Public Trustee can be appointed legally responsible for making all, or some, of a person’s financial and legal decisions where that person has lost capacity.

Activity Indicators              

2024-25

2023-24

  • Appointed administrator or manager of   financial and legal affairs - new customers

612

557

  • Active financial administrations as at 30   June

5 387

5 065

Effectiveness/Efficiency Indicators                  

  • Customer satisfaction rating out of 5 by   customer representatives

3.6

3.7

Agency Program - Monitoring Private Financial Administrators and Managers

The Public Trustee is required annually to examine and report on activities of private financial administrators and managers appointed by SACAT and the courts.

Activity Indicators              

2024-25

2023-24

 
  • Review of financial statements of private   administrators, managers and executors

3 937

3 675

 
  • Matters referred to SACAT for   non-compliance with reporting requirements

503

367

 
  • Information sessions held for newly   appointed administrators to explain their responsibilities

12

12

 

Effectiveness/Efficiency Indicators                  

 
  • Feedback from information sessions

Excellent/very good

Excellent/very good

 

Agency Program - Litigation Guardian

The Public Trustee may be appointed by a Court to act as ‘Next friend’ for customers unable to conduct their own legal proceedings.

Activity Indicators              

2024-25

2023-24

 
  • Appointed as litigation guardian - new   customers

40

24

 
  • Matters on hand at 30 June

88

102

Performance management and development system

Performance

Performance Management is captured using the MyHUB Learning & Development System. Public Trustee aims for a compliance rate of 100% of all active staff having a Performance Review during the year.

93% of staff as at 30 June 2025 are recorded as having had at least one performance management review in 2024-25*.

*This figure excludes staff on long term paid leave or secondment.

Program name

Performance

Employee Assistance Program (EAP)

All staff have access to EAP services, offering a confidential counselling service to support and assist staff with both professional and personal issues. Additional support for line managers is also available.

AGD Health and Safety Committee

The Public Trustee has management and employee representation on this committee, which provides a consultative forum to support and continuously improve work health, safety and wellbeing systems and practices.

Work health and safety Inspections

As part of the commitment to the safety of employees, six-monthly inspections are conducted to identify any hazards or risks with corrective action taken as needed.

The Public Trustee Health & Safety Committee

The Public Trustee Health and Safety Committee provides a consultative forum to support local and continuous improvement activities relating to work health, safety and injury management systems and practices.

Workplace Consultative Committee

The Public Trustee has an active Workplace Consultative Committee that enables staff to discuss issues with management constructively and on a collaborative basis.

Executive classification

Number of executives

SAES1

2

SAES2

1