Brochures and factsheets
NSW Trustee and Guardian has a library of brochures, factsheets, and easy reads. Read or download below.
- Aboriginal Wills Handbook (PDF 1.76MB)
- About Genealogy at Trustee and Guardian (PDF 783.4KB)
- Access Fund Report (PDF 73.16KB)
- Access to Functions Factsheet (PDF 591.42KB)
- Beneficiaries Guide (PDF 1.23MB)
- Deceased Estate Toolkit (PDF 187.86KB)
- Easy Read Review of a Decision Factsheet (PDF 456.58KB)
- End of Life Planning (PDF 142.68KB)
- Enduring Guardianship Handbook (PDF 2.33MB)
- Enduring Guardianship Factsheet (PDF 185.79KB)
- Estate Planning Factsheet (PDF 320.69KB)
- Estate Planning for Parents of a Child with Disability (PDF 2.45MB)
- Financial Management Growth Fund Report (PDF 75.76KB)
- Financial Management Information Handbook (PDF 9.34MB)
- Growth Portfolio Report (PDF 75.11KB)
- How to Make a Complaint Factsheet (PDF 456.04KB)
- How to Request a Review of a Decision (PDF 456.58KB)
- How your Guardian Makes a Decision Factsheet (PDF 543.69KB)
- Income Fund Report (PDF 76.57KB)
- Substitute Consent (PDF 607.29KB)
- Supported Decision Making Information for Family and Friends (PDF 189.38KB)
- Taking Care of Business (PDF 2.31MB)
- Trusts Guide (PDF 1.27MB)
- What is an access Function? (PDF 591.42KB)
- What is an Accommodation Function? (PDF 960.32KB)
- Wills and Estate Planning Guide (PDF 1.5MB)
- WillSafe Form (PDF 522.13KB)
Annual reports and our strategy
Our annual report outlines our achievements, activities and performance throughout the year. Our latest annual report is available as well as reports from previous years.
The aim of our strategy is to make improvements that deliver trusted and customer focused service to our customers, in a financially sustainable way.
Investment reports
We invest money on behalf of clients across a range of funds. We spread risk and provide the opportunity for suitable short or long-term investment and security.
A fund investment performance report is provided for each fund.
Policies
NSW Trustee and Guardian has various policies that may be relevant to you. Read or download our policies.
- Access to Information Privacy and Confidentiality Policy (PDF 185.71KB)
- Affordability of Expenditure (PDF 151.64KB)
- Authorised Visitors (PDF 154.05KB)
- Benefits Unit (PDF 187.89KB)
- Business Continuity Management Policy (PDF 224.36KB)
- Business Ethics Statement (PDF 215.04KB)
- Cash Handled by Third Parties for Financially Managed Customers (PDF 174.47KB)
- Complaints (PDF 423.6KB)
- Credit Cards for Direct Managed Customers (PDF 149.3KB)
- Customer Budget (PDF 120.58KB)
- Data Breach Policy
- Decision Making (PDF 187.07KB)
- Depletion of Funds (PDF 141.58KB)
- Enduring Guardianship – Witnessing by NSW Trustee and Guardian (PDF 210.8KB)
- External Bank Accounts for Financially Managed Customers (PDF 168.95KB)
- Fees – Waiver,Remission, Deferral and Reduction (PDF 168.07KB)
- Finalisation (PDF 222.71KB)
- Financial Management Customer Expenses (PDF 149.51KB)
- Financial Planning (PDF 147.43KB)
- Fraud and Corruption Policy (PDF 231.2KB)
- Gifts and Donations from Direct Managed Customers (PDF 181.56KB)
- Inspecting, Securing and Storing Real and Personal Property (PDF 177.38KB)
- Insurance of Assets (PDF 135.5KB)
- Internal Review of Decision (PDF 242.06KB)
- Interpreter and Translation Services (PDF 248.88KB)
- Issuing of Customer Transaction Statements (PDF 125.84KB)
- Leasing and Occupation of Real Property (PDF 158.81KB)
- Management of Estates Pursuant to Voluntary Applications (PDF 149.5KB)
- Managing Unreasonable Conduct by a Complainant (PDF 134.96KB)
- Mobile Device and Wireless Connectivity (PDF 219.36KB)
- Notional Sales (PDF 91.04KB)
- Organisational Compliance (PDF 196.8KB)
- Personal Property (PDF 168.83KB)
- Power of Attorney – Active Assist (PDF 87.42KB)
- Powers of Attorney – Method of Appointment and Accredited Witnesses (PDF 181.31KB)
- Privacy Management Plan (PDF 611.12KB)
- Private Management Directions and Authority (PDF 145.45KB)
- Private Management Finalisation (PDF 140.38KB)
- Private Management – Private Manager’s Plan and Change in Estate (PDF 217.19KB)
- Procurement Policy (PDF 229.93KB)
- Public Interest Disclosures Policy (PDF 568.73KB)
- Real Property Purchase (PDF 188.48KB)
- Real Property Sale (PDF 153.55KB)
- Records Management (PDF 176.54KB)
- Recognising and responding to allegations of violence, abuse, neglect and exploitation of customers (PDF 354.29KB)
- Repairs, Maintenance, Construction and Renovations (PDF 237.94KB)
- Review of Financial Management Orders (PDF 216.24KB)
- Revocation Policy (PDF 254.64KB)
- Risk Management (PDF 272.86KB)
- Sanctions and Closures (PDF 250.19KB)
- Self-Management for Direct Management Customers (Section 71) (PDF 206.51KB)
- Trustee Investment in Continuing Matters (PDF 182.39KB)
- Vehicles Policy (PDF 92.09KB)
- Wills Conflict of Interest (PDF 99.52KB)
Contact NSW Trustee and Guardian
For general enquiries, call:
- 1300 109 290 within Australia
- +61 2 9240 0702 from overseas
More options to contact us.
Between September and November, some customers will receive a survey by email, phone or post about a recent experience with us. The survey feedback will help us improve our services. Read more about these surveys in our News Section
Postal address
NSW Trustee and Guardian
Locked Bag 5115, Parramatta NSW 2124
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