Complaints
- Complaints journey brochure (2 MB, pdf)
- How to make a complaint – Easy Read (3 MB, pdf)
- Your complaints journey – Burmese (2 MB, pdf)
- Your complaints journey – Mandarin (2 MB, pdf)
- Your complaints journey – Cantonese (2 MB, pdf)
- Your complaints journey – Dari (2 MB, pdf)
- Your complaints journey – Filipino (2 MB, pdf)
- Your complaints journey – French (Congo) (2 MB, pdf)
- Your complaints journey – Spanish (2 MB, pdf)
- Your complaints journey – Swahili (2 MB, pdf)
- Your complaints journey – Ukranian (2 MB, pdf)
- Your complaints journey – Vietnamese (2 MB, pdf)
Deceased estates
- A guide to estate executors (831 KB, pdf)
- A guide to estate management (1 MB, pdf)
- A guide to tax obligations on deceased estates (2 MB, pdf)
- A guide to estate tax (491 KB, pdf)
- Family provisions applications fact sheet (367 KB, pdf)
Fees and charges
- Fees and charges – The Public Trustee as administrator (345 KB, pdf)
- Ready reckoner – Fees and charges (539 KB, pdf)
- Request for fee estimate instructions (25 KB, pdf)
- Fees and charges notice (No.1) 2021 (406 KB, pdf)
- Nominated person service fee agreement (315 KB, pdf)
- Proposed fees and charges reform for key services – Consultation paper (6 MB, pdf)
- Proposed fees and charges reform for key services – Consultation paper (9 MB, pdf)
Financial administration
- Financial Independence Pathway (FIP) – Easy Read (408 KB, pdf)
- Financial Independence Pathway (FIP) – Easy Read (26 KB, docx)
- Financial Independence Pathway – Fact sheet (281 KB, pdf)
- Steps to financial independence pathway process guidelines (174 KB, pdf)
- A guide to personal financial management for customers (3 MB, pdf)
- A guide to personal financial management for carers (3 MB, pdf)
- Things your financial manager should do – Easy Read (1 MB, pdf)
- How we help manage your money – Easy Read (4 MB, pdf)
- Let's talk about decisions (2 MB, pdf)
- Asking QCAT for a review of the Public Trustee’s appointment (268 KB, pdf)
- How our Customer Advocate can help you - Easy Read (2 MB, pdf)
- What if you want someone else to manage your money? – Easy Read (2 MB, pdf)
- Preventing financial elder abuse – Fact sheet (5 MB, pdf)
Powers of attorney
- Let’s talk about enduring powers of attorney (412 KB, pdf)
- Let’s talk about nominated persons (510 KB, pdf)
- Required clauses in EPA documents – Public Trustee is the proposed Attorney (197 KB, pdf)
- Required clauses in EPA documents – Public Trustee is the proposed Nominated Person (201 KB, pdf)
- Elder abuse: Help is available – Fact sheet (334 KB, pdf)
Sanction form
Unclaimed money
- Unclaimed money – How to save as a csv instructions (195 KB, pdf)
- Unclaimed money – How to complete the Lodgement Template (565 KB, pdf)
- Unclaimed money – Money validation guide (567 KB, pdf)
- Unclaimed money file example (41 KB, xlsx)
- Unclaimed money template (39 KB, xlsx)
- Unclaimed money application form (139 KB, pdf)