Private Management Fees

A Private Manager is a person appointed by a court or tribunal to manage the financial affairs of someone with a disability that affects their capacity to make decisions. All private management fees are exempt from GST.

Private Management Fees (GST exempt)
 Fees
Establishment $500 establishment fee is payable by new private
management clients from 1 July 2016.
Fee reductions apply for clients with total assets
$75,000 or less.
Clients with assets:
$25,000 or less will be exempt
$25,001 – $75,000 will pay $250
$75,001 or greater will pay $500
Administration $120 yearly fee
Fee reductions apply for clients with total assets
$75,000 or less.
Clients with assets:
$25,000 or less will be exempt
$25,001 – $75,000 will pay $60
$75,001 or greater will pay $120
Account checking  Yearly fee, based on complexity:
$100 (low)
$200 (medium)
$300 (high)
Investment 0.1% per year on the of value of assets invested in
NSW Trustee & Guardian investment funds

 Additional fees for financial planning may apply. A fact sheet on private management fees is available to download below.

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