Appoint us as your attorney

If you wish to appoint us as your independent attorney or substitute attorney, you can do this in two different stages - making your Power of Attorney (Future Assist) and activating your Power of Attorney (Active Assist).

Future Assist 

Future Assist provides you with a ‘safety net’ Power of Attorney option.

With this plan, you will have the expert and immediate assistance of NSW Trustee & Guardian to safely manage your financial affairs should you be unable to do so in the future or should the unexpected occur.

This includes provision for: 

• payment of bills

• income issues

• investments and assets

• taxation.

Active Assist 

Active Assist gives you the freedom to choose the exact level of assistance you need through a Power of Attorney.

You can use Active Assist to have NSW Trustee & Guardian manage your day-to-day financial tasks, including:

• collection of income

• payment of bills

• maintenance and management of property

• processing of health fund accounts

• investment of your surplus savings

• assisting you with portfolio reviews or tax returns 

• buying and selling of real estate (including dealing with interests in retirement villages)*.

You can also use Active Assist if you:

• find it daunting dealing with banks and other financial institutions

• wish to actively oversee your finances but would like us to manage bills and other expenses 

• wish to ensure that we can do this for you under your Enduring Power of Attorney if you lose the ability to self-manage.

*Additional fees apply

How do I appoint NSW Trustee & Guardian as my attorney?

Request a Power of Attorney appointment to appoint us as your attorney.

Request an appointment