THIS PAGE IS BLANK Our Commitment to Australia Public Trustee’ is a statutory officer pursuant to the Public Trustee Act 1995. ‘The Trustee’ is a body corporate and has the powers of a natural person. Public Trustee is ‘Public also a separate agency within the broader departmental organisation of the Department (AGD) and reports in the context of the Strategic Plan of the AGD. Our Vision To be trusted and respected for providing caring and professional services. Our Mission To support South Australians, including the most vulnerable, by providing excellent service in Will making, estate management and financial administration. Our Services Our services include a range of estate planning, administration and trustee services, Will making, estate administration, Enduring Power of Attorney, personal financial management, taxation and funds management services. Our Customers and Stakeholders Customers whose financial affairs we manage and beneficiaries in deceased estates; Family members, carers, liaison persons and health professionals involved with customers our management; Guardians of customers; Private financial administrators and managers; Courts, tribunals and regulatory agencies; Peak disability, mental health and aged care advocacy groups; The Attorney-General and the Treasurer on behalf of the South Australian Government; and Staff of Public Trustee. Our Principles and Values Public Trustee is committed to the Public Sector values of service, professionalism, respect, collaboration and engagement, honesty and integrity, courage and tenacity, and sustainability. We treat all our customers with dignity and respect;
THIS PAGE IS BLANK Our Commitment to Australia ‘The Public Trustee’ is a statutory officer pursuant to the Public Trustee Act 1995. ‘Public Trustee’ is a body corporate and has the powers of a natural person. Public Trustee is also a separate agency within the broader departmental organisation of the Department (AGD) and reports in the context of the Strategic Plan of the AGD. Our Vision To be trusted and respected for providing caring and professional services. Our Mission To support South Australians, including the most vulnerable, by providing excellent service in Will making, estate management and financial administration. Our Services Our services include a range of estate planning, administration and trustee services, Will making, estate administration, Enduring Power of Attorney, personal financial management, taxation and funds management services. Our Customers and Stakeholders Customers whose financial affairs we manage and beneficiaries in deceased estates; Family members, carers, liaison persons and health professionals involved with customers our management; Guardians of customers; Private financial administrators and managers; Courts, tribunals and regulatory agencies; Peak disability, mental health and aged care advocacy groups; The Attorney-General and the Treasurer on behalf of the South Australian Government; and Staff of Public Trustee. Our Principles and Values Public Trustee is committed to the Public Sector values of service, professionalism, respect, collaboration and engagement, honesty and integrity, courage and tenacity, and sustainability. We treat all our customers with dignity and respect;
CommonFundsAnnRept2014-2015.docx