NSW Trustee and Guardian commenced operations on 1 July 2009 merging the Public Trustee NSW and the Office of the Protective Commissioner. The Public Trustee New South Wales was created by an Act of Parliament in 1913. Its role continues under NSW Trustee and Guardian 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 NSW Trustee and Guardian branch is not accessible, the Registrar of the Local Court is our Agent.
Our Sydney 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 NSW Trustee and Guardian’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 organisation.
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
NSW Trustee and Guardian has four core trustee businesses:
Corporate and Individual Trusts
Powers of Attorney
Client Support Services
Our client support services include:
- Funds Management
- Legal Counsel
- Property Conveyancing
Funds managed by NSW Trustee and Guardian are held secure in the Common Fund, which stood at over $1.3 billion at 30 June 2009.