2025-26

2024-25

Documents prepared

New Wills

134

130

Revised Wills

285

240

Total Wills

419

370

Enduring Powers of Attorney (new and revised)

51

30

Deceased estate administration

New estates

408

461

Completed estate matters

752

455

Estates currently under administration

815

947

Grants of probate and administration received for the period

378

313

Unclaimed money balances - finalised at 30 June, payment early next period

Number of unclaimed balances paid to DTF

84

82

Value of unclaimed balances paid to DTF

$1.3m

$1.5m

Annual taxation returns          

 

Taxation returns and other assessments completed

5 197

6 309

Personal financial administration

 

Total number of personal financial administration matters under administration(including SACAT orders, court awards and Powers of Attorney)

5 513

5 387

Number of new customers under SACAT Orders

533

572

New court award customers

34

29

Total funds received from new court awards

$1.7m

$2.3m

New Power of Attorney customers

19

11

Number of in-person meetings with Financial Administration Branch customers

2 494

2 771

Court awarded funds under administration (includes court award customers and court award trusts)

$508.1m

$490.7m

Reduced fee threshold

$6 400

$6 250

% of customers under administration from whom no fees were collected

16.1%

9.1%

Trust activity

New trusts

62

100

Trust matters finalised

136

78

Trusts on hand at 30 June

966

1 035

Trusts for children under the care of the Department for Child Protection

Trusts for children under the care of the Department for Child Protection on hand at 30 June

39

41

Completed trusts for children under the care of the Department for Child Protection

4

7

Litigation guardian appointments

Number of next friend/litigation guardian matters on hand

118

88

New litigation guardian customers

24

40

Private administrators and private managers – review of financial statements

Private administrators appointed under the Guardianship and Administration Act 1993

3 111

2 787

Private managers appointed under the Aged and Infirm Persons’ Property Act 1940

212

198

Matters referred to SACAT for non-compliance

630

503

Information sessions for newly appointed administrators

11

12

Alternate executor administrations pursuant to a court order

1 033

952

Customer financial services activity    

 

Funds under administration (including common funds an superannuation)

$1 647.4m

$1 578.8m

New funds invested for the reporting period

$118.3m

$67.9m

Funds redeemed for the reporting period

$88.8m

$56.1m

Total Common Fund trades for the reporting period

$1 475.3m

$1 193.3m

Distributions to customers

$56.0m

$43.1m

Total number of payments made

556 167

502 265

Total value of payments made

$377.9m

$323.6m

Total customer funds receipted
value of pensions included

$530.5m

$127.6m

$374.2m

$121.1m

Total value of real estate properties held

$614.7m

$572.7m

Total value of managed customer assets

$2 382m

$2 245m