Request private financial manager payment
To be paid for your duties as a private financial manager, you need to apply for a remuneration order from the Supreme Court of NSW.
How do I request payment for private financial manager duties?
-
Complete a Remuneration Information Form and send it to your Client Service Team.
-
We will then draft a report to support your application, for you to submit to the Supreme Court of NSW- external site- external site.
-
Once you have obtained a remuneration order from the Supreme Court of NSW, you need to:
-
Complete the Change in Estate form
-
Send the form and your invoices to your Client Service Team.
If we are satisfied that the remuneration that you seek is just and reasonable, we will provide written approval for a remuneration payment to be made from the person’s estate.