ATTORNEY SERVICES FEES AND CHARGES

The fees that the Public Trustee charges will depend upon the type and level of attorney services provided. All fees quoted include GST. Fees for the various levels of Attorney Services provided are outlined below:

Future Assist – because you never know what may happen.

There is no charge to prepare a Power of Attorney document and hold it in safe custody providing the Public Trustee is appointed sole attorney or appointed attorney in substitution of your spouse, defacto spouse or partner/ person you are living with in a close caring relationship. 

We do not charge an ongoing fee for having been appointed as an attorney. Fees only commence when the Public Trustee is required to act in its capacity as attorney and are outlined below.
 
Where the Future Assist is upgraded to Active Assist, a $550 establishment fee applies.

Funds Assist – a safe account for an emergency.

Funds Assist has no establishment fees.

A tax deductible account management fee of 0.75% per annum of the value of funds held is charged with the minimum fee charged being $750 per annum.

When Funds Assist is upgraded to Active Assist, a $550 establishment fee applies.

Active Assist – tailored to meet your personal and financial needs.

Active Assist has a one-off establishment fee of $550.

A tax deductible account management fee of 1.1% per annum of the value of income producing and investment assets under the Public Trustee’s administration is charged with the minimum fee charged being $1,100 per annum.

A monthly account keeping fee of $8.80 per month is charged.

If additional services are required  such as the lodgement of tax returns or real estate inspections,  fees are charged on the basis of the service incurred.