Ways the Public Trustee can help?

While under an Administration order, the Public Trustee will support you manage your money. If there is something not listed here, or there’s something you have more questions about, you can always ask your Client Account Manager.

Make a budget

We help you to make a budget so you know how much money you have and how much you can spend. This means you can pay for your essential needs. We help you decide how much money you have for personal spending so you can do the things you want and plan to pay for things you may want in the future.

Help with your bills

We help you to pay your bills or any debts you owe, using your money.

Help look after your debts

If you owe anyone money, we work out a re-payment plan with them, if possible.

Make sure you’re getting the right income

We talk with agencies like Centrelink, the Department of Veteran Affairs and your employer, if you have one, for you. We make sure you’re getting the income you are entitled to, such as:

  • Extra payments from Centrelink, like rent assistance.
  • Wages and entitlements.
  • Superannuation.
  • Concessions you may be eligible for.
  • Applying for a foreign pension.

Provide financial statements

We give you a financial statement once a year (or whenever you ask) to help you understand your money matters. It shows your income, expenses, and assets (like your savings, car, house, or investments) and our fees and charges.

Help if you own your own home

We support you to pay your mortgage and household costs and help arrange for repairs and maintenance, using your own money. If you have to sell your home, we can get a real estate agent, sort out and remove your belongings and get your home cleaned.

Help if you’re living in an aged care home

We help you fill out the forms, and set up payment of your aged care fees, chemist account and other expenses. Help you get other types of support We can support you to contact other services that could help you, such as housing, legal, NDIS and disability services.

Help with your tax and investments

We can do your tax return each year and help you to make decisions about your investments.

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