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Appoint us as your attorney
Many people choose to appoint NSW Trustee & Guardian as their attorney because we are neutral and provide a team of professionals experienced in all aspects of financial management and law to support you.
We can actas your attorney in a short or long-term arrangement and will tailor the level of assistance to suit your needs.
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 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
investments and assets
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.
All of a person’s property including real and personal e.g. bank accounts, realty, shares in companies, cash etc.
Free from outside influence or control.
Earnings generated over time.
A Power of Attorney where you are able to choose the level of assistance you require.
A Power of Attorney where you can choose the level of decision-making assistance you require if you become unable to make your own decisions in the future or choose to delegate your decision-making to another person.