Community Service Obligation

The Public Trustee provides a community service by ensuring that those people who are genuinely unable to pay can still access our services. Under our community service obligation, the following applies for the majority of our clients:

No fee will be taken if the client/estate/trust has less than $5,000 in liquid assets (which includes cash, bank accounts, term deposits, managed funds, shares or money in the Public Trustee's Common Account or Investment Funds).
No fee will be taken that reduces the value of these liquid assets below $5,000.
The total fee to be taken will not exceed 5% of the total value of the client/estate/trust for which we are responsible (excluding motor vehicles, furniture and personal effects and jewellery).

Disbursements, legal, deceased estate administration, miscellaneous trust and miscellaneous services fees are excluded from the community service obligation.

Last Updated: 30-Jun-2009

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