About Us

Public Trustee NSW was created by an Act of Parliament in 1913. Our role is to act as an independent and impartial Executor, Administrator and Trustee for the people of NSW.

We have a network of 18 branches throughout metropolitan Sydney and regional areas across NSW. Additionally, where a Public Trustee branch is not accessible, the Registrar of the Local Court is our Agent.

Our Head Office is located at: 19 O'Connell Street, Sydney, NSW, 2000. We can be contacted for business enquiries on 1300 364 103.

Our Vision and Goals

The Public Trustee’s  business purpose is: To be the best provider of personal trust services in New South Wales measured by routine provision of both customer satisfaction and value to our organization.

The goals are to provide value in 3 ways:

• To our clients, by meeting their needs;
• To the corporation, by achieving better financial results; and
• To our staff, by creating in them the satisfaction that they are making an impact by achieving both client and corporate outcomes.

Inherent in this purpose is the requirement to administer each estate and trust in the best interests of the beneficiaries with prudence, skill and impartiality without interference from third parties. 

Areas of Operation and Client Support Services

The Public Trust Office has four core businesses:

1. Will making
2. Estate Administration
3. Corporate and Individual Trusts
4. Attorney Services

Client Support Services

Our client support services include:

• Funds Management
• Taxation
• Legal Counsel
• Property Conveyancing
• Securities

Funds managed by Public Trustee are held secure in the Common Fund, which stood at over $1.15 billion at 30 June 2006.

Senior Management Team

• Public Trustee
  Mr Peter Whitehead, BA LLB (UNSW)
  Commissioner of Dormant Funds
  Ex-officio Trustee of ANZAC Memorial Trust and Honorary Treasurer of the Trust
  
  
• General Counsel - Deputy Public Trustee
  Mr Anthony Lentini, B.Ec (USYD) LLB (UTS)
  Corporate and Trustee Compliance including Legal Counsel, Records Management, Risk Management and Fraud Control
  
  
• General Client Services - Deputy Public Trustee
  Mr Anthony Steinmetz, Dip Law (SAB)
  Core Business Functions and Service Delivery
  
  
• General Manager Business Development
  Ms Barbara Cromie, BA Dip IATA
  Corporate Communications, Business Development and Marketing
  
  
• General Manager Finance and Funds Management
  Mr Chris Rawlings, B.Bus. CPA. ACIS.ACIM
  Corporate Finance, Funds Management and Trustee Reporting