Introduction
Terms of reference
Resolution passed 23 March 2005, Minutes No 10 That the Committee inquire into, and report back to Parliament on, the following issues: (a) How the Public Trustee of New South Wales fulfils its legislative functions under the Public Trustee Act 1913; (b) How the Public Trustee of New South Wales executes and administers clients’ estates; (c) How the Public Trustee of New South Wales administers trusts; (d) The appropriateness of the current fee structures; (e) The appropriateness of the current dividend and TER regime in relation to the Public Trustee of New South Wales; (f) Case management systems; (g) How the Public Trustee of New South Wales administers the Common Fund; (h) Systems in comparative jurisdictions; (i) How the Public Trustee of New South Wales administers powers of attorney; (j) Any other related matters.
That the Committee inquire into, and report back to Parliament on, the following issues: (a) How the Public Trustee of New South Wales fulfils its legislative functions under the Public Trustee Act 1913; (b) How the Public Trustee of New South Wales executes and administers clients’ estates; (c) How the Public Trustee of New South Wales administers trusts; (d) The appropriateness of the current fee structures; (e) The appropriateness of the current dividend and TER regime in relation to the Public Trustee of New South Wales; (f) Case management systems; (g) How the Public Trustee of New South Wales administers the Common Fund; (h) Systems in comparative jurisdictions; (i) How the Public Trustee of New South Wales administers powers of attorney; (j) Any other related matters.
Timeline
| Date | Milestone |
|---|---|
| Wed 23 March 2005 | Self-referred |
| Fri 29 April 2005 | Submissions closed |
| Thu 23 November 2006 | FinalReport |
Reports and government responses
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