Private financial management forms
Private financial management forms
Download
- Private manager’s plan form: Complete when first appointed as a private manager.
- Change in estate form: Only complete when something changes.
- Private manager remuneration form: Only complete to be paid for your time as private manager.
Send your completed form to:
email: 1300540724@tag.nsw.gov.au
mail: Client Service Team, NSW Trustee and Guardian, Locked Bag 5115 Parramatta, NSW 2124
- Private manager account form: Complete yearly to report on a managed person’s estate.
Send your completed form to:
email: pmaccounts@tag.nsw.gov.au
mail: Client Service Team, NSW Trustee and Guardian, Locked Bag 5115 Parramatta, NSW 2124
Definitions
- private manager
A person appointed by the Supreme Court of NSW or the Guardianship Division of the NSW Civil and Administrative Tribunal to manage the financial affairs of a person who cannot do so themselves.
- Private manager
A person appointed by the Supreme Court of NSW or the Guardianship Division of the NSW Civil and Administrative Tribunal to manage the financial affairs of a person who cannot do so themselves.