Your CAM will make a time to meet with you after your TASCAT hearing. It’s a good idea to bring a family member or supporter to this first meeting.
At this meeting, your CAM will:

• tell you who they are and what they do
• start to get to know you and what is important to you
• explain how the Public Trustee helps you
• explain how you get money when you need to.

They will also:

• explain our fees and charges
• deal with any urgent money matters, like overdue bills
• get information from you so we understand your money matters
• answer your questions.

What information should you bring?

To help you prepare for our first conversation we recommend you have the following information with you.  Some of these things might not be applicable to you, so don’t worry if you don’t have everything listed here.

You will need:

• your identification, like your birth certificate or your passport or your proof of age card
• your Medicare Number and/or your Private Health Insurance Number (if you have one)
• your Tax File Number or a copy of your last Tax return or a copy of your latest Notice of Assessment
• your latest bank account statement.

you will also need:

• details about any direct debits that are set up from your bank account or any regular bills you pay
• information about any money you are owed
• invoices for any debts that you have not paid
• information about any pensions or superannuation you receive (Australian and/ or foreign)

other information you may need includes:

• if you own a car, your registration and car insurance details
• information about where you live (like a copy of your rental contract or tenancy agreement)
• if you own your own home a copy of your property title, mortgage and insurance details
• share certificates or information about investments, if you have any

and any other information, like:

• information about anyone who you think might leave money or assets to you in their Will
• any other important information that you think we should know about your financial goals
• you can also think about activities you like doing (like going to the movies or traveling) so that we can include them in your budget.

When will it start?

Your Administration Order starts as soon as the Tasmanian Civil and Administrative Tribunal makes its decision, however, it will take some time for us to make sure everything is arranged – this can take up to 6 weeks. During this time you will be working with your Client Account Manager and can contact them at any time if you have any questions or financial requests.