NSW Trustee and Guardian has a number of policies that may impact on members of the public.
The following is a list of current key policies that are open access:
- Access to Information Privacy and Confidentiality Policy
- Affordability of Expenditure
- Authorised Visitors
- Benefits Unit
- Business Continuity Management Policy
- Cash Handled by Third Parties for Financially Managed Customers
- Credit Cards for Direct Managed Customers
- Customer Budget
- Data Breach Policy
- Decision Making
- Depletion of Funds
- Enduring Guardianship – Witnessing by NSW Trustee and Guardian
- External Bank Accounts for Financially Managed Customers
- Fees – Waiver,Remission, Deferral and Reduction
- Financial Planning
- Financial Management Customer Expenses
- Fraud and Corruption Policy
- Gifts and Donations from Direct Managed Customers
- Inspecting, Securing and Storing Real and Personal Property
- Insurance of Assets
- Internal Reporting Policy
- Internal Review of Decision
- Interpreter and Translation Services
- Issuing of Customer Transaction Statements
- Leasing and Occupation of Real Property
- Management of Estates Pursuant to Voluntary Applications
- Mobile Device and Wireless Connectivity
- Notional Sales
- Organisational Compliance
- Personal Property
- Power of Attorney – Active Assist
- Powers of Attorney – Method of Appointment and Accredited Witnesses
- Privacy Management Plan
- Private Management Directions and Authority
- Private Management Finalisation
- Private Management – Private Manager’s Plan and Change in Estate
- Procurement Policy
- Real Property Purchase
- Real Property Sale
- Records Management
- Recognising and responding to allegations of violence, abuse, neglect and exploitation of customers
- Repairs, Maintenance, Construction and Renovations
- Review of Financial Management Orders
- Revocation Policy
- Risk Management
- Sanctions and Closures
- Self-Management for Direct Management Customers (Section 71)
- Statement of Business Ethics
- Trustee Investment in Continuing Matters
- Unreasonable Complainant Conduct
- Vehicles Policy
- Wills Conflict of Interest
Section 6(5) of the Government Information Public Access Act 2009 requires that agencies must keep a record of any open access information that they do not make publicly available on the basis of an overriding public interest against disclosure.
At this stage there is no record. However, if we make a decision not to disclose open access information due to an overriding public interest, we will publish a record on our website detailing the information not released, and the reasons behind the decision.
For further information on our policies contact the NSW Trustee and Guardian Information Officer at firstname.lastname@example.org.
- Active Assist
A Power of Attorney where you are able to choose the level of assistance you require.
- Private Manager
A person appointed by the Supreme Court of NSW or the Guardianship Division of the NSW Civil and Administrative Tribunal to manage the financial affairs of a person who cannot do so themselves.
All of a person’s property including real and personal e.g. bank accounts, realty, shares in companies, cash etc.
- Authorised Visitor
An authorised visitor is an independent professional who is engaged by NSW Trustee & Guardian to assist in the planning and decision making for the client.
- Conflict of Interest
When there is the potential for the personal interests of an individual to clash with their legal and ethical responsibilities to the person they represent.
- Financial Management Order
A legal decision made by a court or tribunal appointing a person or organisation to make legal and financial decisions on behalf of someone who is not able to make such decisions for themselves.
The assets or benefits you leave to beneficiaries in your Will.