NSW Trustee and Guardian - Presentation of the Attorney

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NSW Trustee and Guardian - Presentation of the Attorney Powered By Docstoc
					NSW Trustee
and Guardian
September 2009




               Imelda Dodds
                      A/CEO
     What does the NSWT&G do?
• Financial management for people who are unable to manage
  their own affairs due to disability.
• Authorisation and direction of private managers
• Wills
• Powers of Attorney
• Executor Services
• Trustee Services –
• Agency funds management
• Criminal and civil asset forfeiture
   Clients with Financial Manager
• Directly managed – 9182
• Privately Managed 2795
• Psychiatric Disability – 35.66%
• Developmental Disabilities –23.06%
• HIV Dementia – 0.16%
• Age Related – 18.40%
• Brain Injury – 15.09%
• Other - 7.16%
    Overall Picture




•


            Banker Arrangement

            Clients

            Priv ately Managed Clients



            Directly Managed Clients
Orders Made by Source (Directly and Privately Managed)



                    2002-   2003-   2004-   2005-   2006-   2007-   2008-
     (Source)       2003    2004    2005    2006    2007    2008    2009
Supreme Court        53      61      52      58      62      71      48
GT                  1046    1078    1108    1282    1328    1443    1595
Magistrate           93     114     121     136      87      38      30
MHRT                 86     135     135     153     174     121      93



Reciprocal           1       5       2        5       6      1



Voluntary Request    1



Other                        2
Total:              1280    1395    1418    1634    1657    1674    1766
Guardianship Tribunal Trends

                  1800

                  1600

                  1400

                  1200

                  1000                                                             Directly Managed
                                                                                   Privately Managed
                   800                                                             Total:

                   600

                   400

                   200

                      0
                           2002-   2003-   2004-   2005-   2006-   2007-   2008-
                           2003    2004    2005    2006    2007    2008    2009
       Directly Managed    638     665     665     753     766     784     900
       Privately Managed   408     413     443     529     562     659     695
       Total:              1046    1078    1108    1282    1328    1443    1595
     Funds under management
Approx
   – $3.9 billion in client funds and assets
   – 1,805 properties managed
• Annual turnover of deceased estates is
  $500+m
• + 500 properties sold annually
  Financial Management Services

• Financial plan to suit individual circumstances
• Paying bills & other financial obligations
• Pursuing entitlements
• Protecting assets
• Investing money
• Protecting legal rights
• Advocate for services
   Wills, Trusts, Deceased Estates
• Serve 27,000 clients annually
• Have made over 900,000 Wills:
   – 11–12,000 Wills made annually – State’s largest Will-
     maker
   – 1785 home visits in 2008
   – 432,500 current clients
• Have managed 220,000 deceased estates: 2000 annually
• Currently manage 7150 Trusts: many for people with a
  disability
• 19,000 Power of attorney clients:
   – 2,000 new Powers of Attorney made annually
   – nearly 700 current actively managed, many enduring
              Future Service Delivery

• Regional Service Delivery – local networks
• Areas not yet covered
• Some centralised functions
• Integrated IT
Critical issues
• Ageing population
• Cultural change
• Disability awareness
• UN Convention
• Upper House Inquiry
 Current Branch Locations

     Armidale Country Miranda
  Bankstown Dee Why Newcastle
   Blacktown Gosford Parramatta
Broken Hill Hurstville Port Macquarie
 Burwood Lismore Sydney Central
 Chatswood Liverpool Wollongong
                                      Lismore

              Armidale



                                            Port Macquarie

Broken Hill
                                Newcastle

                              Gosford

                             Sydney Metro           Bankstown
                                                    Blacktown
                                                    Burwood
                         Wollongong                 Chatswood
                                                    Country
                                                    Dee Why
                                                    Hurstville
                                                    Liverpool
                                                    Miranda
                                                    Parramatta
                                                    Sydney Central
           The Public Guardian
• Statutory official
• Guardian of last resort
• State-wide service
• 3 Regions
• Urgent after hours service
• 1886 people under guardianship of the public
  guardian
• 1574 private guardians
      Public Guardian Data 2008/09
Types of disability
•   Intellectual disability   38%
•   Dementia                  20%
•   Mental Illness            18%
•   Brain Injury              12%

Total no. of people currently under guardianship 1886.
Total no. of people assisted 2539
Total no. of private guardians who contacted PGSU for
  support - 412.
Most common functions:
• accommodation
• consent to medical/dental treatment
   Planning Ahead

Community Education
       Trusts
  Power of Attorney
Enduring Guardianship
      Valid Will

				
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