NSW Trustee and Guardian publications and policies
We have various publications and policies available where you can learn out more about NSW Trustee and Guardian.
Brochures and factsheets
NSW Trustee and Guardian has a library of brochures and factsheets. Read or download below.
- Aboriginal Taking Care of Business (PDF 2.31MB)
- Aboriginal Wills Handbook for Law Practitioners (PDF 1.76MB)
- About Genealogy at Trustee and Guardian (PDF 783.4KB)
- Access Function factsheet (PDF 209.48KB)
- Accommodation Function factsheet (PDF 201.15KB)
- Beneficiaries Guide (PDF 1.23MB)
- Consent Information for Medical and Dental Practitioners factsheet (PDF 196.49KB)
- Deceased Estate Toolkit (PDF 97.26KB)
- End of Life Planning (PDF 142.68KB)
- Enduring Guardianship Handbook (PDF 2.33MB)
- Enduring Guardianship factsheet (PDF 771.85KB)
- Estate Planning factsheet (PDF 781.68KB)
- Estate Planning for Parents of a Child with Disability (PDF 2.3MB)
- Services Function factsheet (PDF 213.98KB)
- Substitute Consent (PDF 607.29KB)
- Supported Decision Making Information for Family and Friends (PDF 189.38KB)
- Trusts Guide (PDF 1.27MB)
- Understanding Our Role Public Guardian factsheet (PDF 668.41KB)
- Video Conference Appointment Guide (PDF 163.96KB)
- Wills and Estate Planning Appointment Guide (PDF 82.3KB)
- Wills and Estate Planning Guide (PDF 1.5MB)
- WillSafe Form (PDF 424.91KB)
- You Decide Who Decides: Making an enduring power for financial decisions guide (PDF 6.71MB)
Easy Read resources
Clear and easy to read information about NSW Trustee and Guardian's services. Read or download below.
Complaints
Simple and easy to read resource about how to make a complaint.
Guardianship
Simple and easy to read resources about guardianship orders.
- Welcome to the NSW Public Guardian
- How my guardian makes decisions factsheet (PDF 656.11KB)
- What is an accommodation function factsheet (PDF 1.4MB)
- What is an access function factsheet (PDF 904.46KB)
- Who is my person responsible factsheet (PDF 784.97KB)
- How I ask for a review of a decision factsheet (PDF 560.7KB)
- Supported decision-making factsheet (PDF 807.41KB)
Wills and estate planning
Simple and easy to read resources about Wills and estate planning.
Translated resources
NSW Trustee and Guardian has a library of translated factsheets. Read or download below.
Arabic (العربية)
- Access function factsheet in Arabic (العربية) (PDF 432.64KB)
- Accommodation function factsheet in Arabic (العربية) (PDF 389.9KB)
- Consent information for medical and dental practitioners factsheet in Arabic (العربية) (PDF 545.31KB)
- Enduring Guardianship factsheet in Arabic (العربية) (PDF 782.61KB)
- Estate Planning factsheet in Arabic (العربية) (PDF 759.5KB)
- Health care function factsheet in Arabic (العربية) (PDF 444.71KB)
- Making a Will factsheet in Arabic (العربية) (PDF 753.36KB)
- Power of Attorney factsheet in Arabic (العربية) (PDF 711.92KB)
- Services function factsheet in Arabic (العربية) (PDF 420.08KB)
- Understanding our role Public Guardian factsheet in Arabic (العربية) (PDF 14.16MB)
- Person responsible factsheet in Arabic (العربية) (PDF 745.75KB)
Chinese Simplified (简体中文)
- Access function factsheet in Chinese Simplified (简体中文) (PDF 314.03KB)
- Accommodation function factsheet in Chinese Simplified (简体中文) (PDF 317.66KB)
- Consent information for medical and dental practitioners factsheet in Chinese Simplified (简体中文) (PDF 471.54KB)
- Enduring Guardianship factsheet in Chinese Simplified (简体中文) (PDF 345.93KB)
- Estate Planning factsheet in Chinese Simplified (简体中文) (PDF 390.61KB)
- Health care function factsheet in Chinese Simplified (简体中文) (PDF 323.18KB)
- Making a Will factsheet in Chinese Simplified (简体中文) (PDF 369.77KB)
- Power of Attorney factsheet in Chinese Simplified (简体中文) (PDF 316.15KB)
- Services function factsheet in Chinese Simplified (简体中文) (PDF 336.84KB)
- Understanding our role Public Guardian factsheet in Chinese Simplified (简体中文) (PDF 799.61KB)
- Person responsible factsheet in Chinese Simplified (简体中文) (PDF 1.04MB)
Chinese Traditional (繁體中文)
- Access function factsheet in Chinese Traditional (繁體中文) (PDF 357.85KB)
- Accommodation function factsheet in Chinese Traditional (繁體中文) (PDF 341.35KB)
- Consent information for medical and dental practitioners factsheet in Chinese Traditional (繁體中文) (PDF 455.87KB)
- Enduring Guardianship factsheet in Chinese Traditional (繁體中文) (PDF 2.32MB)
- Estate Planning factsheet in Chinese Traditional (繁體中文) (PDF 396.69KB)
- Health care function factsheet in Chinese Traditional (繁體中文) (PDF 352.15KB)
- Making a Will factsheet in Chinese Traditional (繁體中文) (PDF 412.08KB)
- Power of Attorney factsheet in Chinese Traditional (繁體中文) (PDF 366.8KB)
- Services function factsheet in Chinese Traditional (繁體中文) (PDF 362.17KB)
Greek (Ελληνικά)
- Access function factsheet in Greek (Ελληνικά) (PDF 191.21KB)
- Accommodation function factsheet in Greek (Ελληνικά) (PDF 210.51KB)
- Consent information for medical and dental practitioners factsheet in Greek (Ελληνικά) (PDF 290.59KB)
- Enduring Guardianship factsheet in Greek (Ελληνικά) (PDF 169.31KB)
- Estate Planning factsheet in Greek (Ελληνικά) (PDF 219.85KB)
- Health care function factsheet in Greek (Ελληνικά) (PDF 203.94KB)
- Making a Will factsheet in Greek (Ελληνικά) (PDF 203.39KB)
- Power of Attorney factsheet in Greek (Ελληνικά) (PDF 183.14KB)
- Services function factsheet in Greek (Ελληνικά) (PDF 201.07KB)
- Understanding our role Public Guardian factsheet in Greek (Ελληνικά) (PDF 9.19MB)
- Person responsible factsheet in Greek (Ελληνικά) (PDF 732.97KB)
Italian (Italiano)
- Access function factsheet in Italian (Italiano) (PDF 1.24MB)
- Accommodation function factsheet in Italian (Italiano) (PDF 9.75MB)
- Consent information for medical and dental practitioners factsheet in Italian (Italiano) (PDF 728.1KB)
- Health care function factsheet in Italian (Italiano) (PDF 712.51KB)
- Services function factsheet in Italian (Italiano) (PDF 941.26KB)
- Understanding our role Public Guardian factsheet in Italian (Italiano) (PDF 3.17MB)
- Person responsible factsheet in Italian (Italiano) (PDF 692.62KB)
Spanish (Español)
- Access function factsheet in Spanish (Español) (PDF 183.01KB)
- Accommodation function factsheet in Spanish (Español) (PDF 10.01MB)
- Consent information for medical and dental practitioners factsheet in Spanish (Español) (PDF 306.52KB)
- Enduring Guardianship factsheet in Spanish (Español) (PDF 159.35KB)
- Estate Planning factsheet in Spanish (Español) (PDF 210.68KB)
- Health care function factsheet in Spanish (Español) (PDF 192.24KB)
- Making a Will factsheet in Spanish (Español) (PDF 194.87KB)
- Power of Attorney factsheet in Spanish (Español) (PDF 181.73KB)
- Services function factsheet in Spanish (Español) (PDF 196.76KB)
- Understanding our role Public Guardian factsheet in Spanish (Español) (PDF 258.26KB)
- Person responsible Factsheet in Spanish (Español) (PDF 691.4KB)
Vietnamese (Tiếng Việt)
- Access function factsheet in Vietnamese (Tiếng Việt) (PDF 236.61KB)
- Accommodation function factsheet in Vietnamese (Tiếng Việt) (PDF 231.4KB)
- Consent information for medical and dental practitioners factsheet in Vietnamese (Tiếng Việt) (PDF 245.1KB)
- Enduring Guardianship factsheet in Vietnamese (Tiếng Việt) (PDF 259.81KB)
- Estate Planning factsheet in Vietnamese (Tiếng Việt) (PDF 292.86KB)
- Health care function factsheet in Vietnamese (Tiếng Việt) (PDF 238.94KB)
- Making a Will factsheet in Vietnamese (Tiếng Việt) (PDF 273.19KB)
- Power of Attorney factsheet in Vietnamese (Tiếng Việt) (PDF 203.97KB)
- Services function factsheet in Vietnamese (Tiếng Việt) (PDF 281.17KB)
- Understanding our role Public Guardian factsheet in Vietnamese (Tiếng Việt) (PDF 583.05KB)
- Person responsible factsheet in Vietnamese (Tiếng Việt) (PDF 769.35KB)
Translated Easy Read resources
NSW Trustee and Guardian has a library of clear and easy to read translated factsheets. Read or download below.
Arabic (العربية)
- How my guardian makes decisions Easy Read factsheet in Arabic (العربية) (PDF 587.06KB)
- What is an accommodation function Easy Read factsheet in Arabic (العربية) (PDF 892.31KB)
- What is an access function Easy Read factsheet in Arabic (العربية) (PDF 675.11KB)
- Who is my person responsible Easy Read factsheet in Arabic (العربية) (PDF 438.23KB)
- How I ask for a review of a decision Easy Read factsheet in Arabic (العربية) (PDF 773.21KB)
- How to make a complaint Easy Read factsheet in Arabic (العربية) (PDF 539.36KB)
Chinese Simplified (简体中文)
- How my guardian makes decisions Easy Read factsheet in Chinese Simplified (简体中文) (PDF 642.82KB)
- What is an accommodation function Easy Read factsheet in Chinese Simplified (简体中文) (PDF 998.76KB)
- What is an access function Easy Read factsheet in Chinese Simplified (简体中文) (PDF 673.43KB)
- Who is my person responsible Easy Read factsheet in Chinese Simplified (简体中文) (PDF 454.47KB)
- How I ask for a review of a decision Easy Read factsheet in Chinese Simplified (简体中文) (PDF 561.96KB)
- How to make a complaint Easy Read factsheet in Chinese Simplified (简体中文) (PDF 596.24KB)
Greek (Ελληνικά)
- How my guardian makes decisions Easy Read factsheet in Greek (Ελληνικά) (PDF 577.16KB)
- What is an accommodation function Easy Read factsheet in Greek (Ελληνικά) (PDF 958.52KB)
- What is an access function Easy Read factsheet in Greek (Ελληνικά) (PDF 630.73KB)
- Who is my person responsible Easy Read factsheet in Greek (Ελληνικά) (PDF 427.26KB)
- How I ask for a review of a decision Easy Read factsheet in Greek (Ελληνικά) (PDF 596.49KB)
- How to make a complaint Easy Read factsheet in Greek (Ελληνικά) (PDF 544.27KB)
Italian (Italiano)
- How my guardian makes decisions Easy Read factsheet in Italian (Italiano) (PDF 642.67KB)
- What is an accommodation function Easy Read factsheet in Italian (Italiano) (PDF 1.07MB)
- What is an access function Easy Read factsheet in Italian (Italiano) (PDF 665.98KB)
- Who is my person responsible Easy Read factsheet in Italian (Italiano) (PDF 467.94KB)
- How I ask for a review of a decision Easy Read factsheet in Italian (Italiano) (PDF 558.21KB)
- How to make a complaint Easy Read factsheet in Italian (Italiano) (PDF 567.87KB)
Spanish (Español)
- How my guardian makes decisions Easy Read factsheet in Spanish (Español) (PDF 650.66KB)
- What is an accommodation function Easy Read factsheet in Spanish (Español) (PDF 1.08MB)
- What is an access function Easy Read factsheet in Spanish (Español) (PDF 676.11KB)
- Who is my person responsible Easy Read factsheet in Spanish (Español) (PDF 470.12KB)
- How I ask for a review of a decision Easy Read factsheet in Spanish (Español) (PDF 564.67KB)
- How to make a complaint Easy Read factsheet in Spanish (Español) (PDF 579.72KB)
Vietnamese (Tiếng Việt)
- How my guardian makes decisions Easy Read factsheet in Vietnamese (Tiếng Việt) (PDF 648.37KB)
- What is an accommodation function Easy Read factsheet in Vietnamese (Tiếng Việt) (PDF 1.09MB)
- What is an access function Easy Read factsheet in Vietnamese (Tiếng Việt) (PDF 671.38KB)
- Who is my person responsible Easy Read factsheet in Vietnamese (Tiếng Việt) (PDF 525.87KB)
- How I ask for a review of a decision Easy Read factsheet in Vietnamese (Tiếng Việt) (PDF 561.67KB)
- How to make a complaint Easy Read factsheet in Vietnamese (Tiếng Việt) (PDF 592.26KB)
Annual reports and our strategy
Our annual report outlines our achievements, activities and performance throughout the year. Our latest annual report is available as well as reports from previous years.
Our Strategy 2025-2028
Our purpose is to support the rights, welfare, and interests of the people of NSW. We will do this by working with people to plan ahead and to make decisions about their lives.
2024-2025
2023 -2024
2022 -2023
2021-2022
2020-2021
2019-2020
2018-2019
2017-2018
2016-2017
Investment reports
We invest money on behalf of clients across a range of funds. We spread risk and provide the opportunity for suitable short or long-term investment and security.
A fund investment performance report is provided for each fund.
Policies
NSW Trustee and Guardian has various policies that may be relevant to you. Read or download our policies.
- Access to Information Privacy and Confidentiality Policy
- Affordability of Expenditure (PDF 151.64KB)
- Authorised Visitors (PDF 154.05KB)
- Benefits Unit (PDF 187.89KB)
- Business Ethics Statement (PDF 195.25KB)
- Cash Managed by Third Parties for Financial Management Customers (PDF 127.35KB)
- Complaints (PDF 174.13KB)
- Customer Budget (PDF 120.58KB)
- Data Breach Policy
- Decision Making (PDF 187.07KB)
- Depletion of Funds (PDF 141.58KB)
- Enduring Guardianship – Witnessing by NSW Trustee and Guardian (PDF 210.8KB)
- External Bank Accounts for Financially Managed Customers (PDF 168.95KB)
- Fees – Waiver, Remission and Reduction (PDF 151.2KB)
- Finalisation (PDF 222.71KB)
- Financial Management Customer Expenses (PDF 149.51KB)
- Financial Planning (PDF 147.43KB)
- Fraud and Corruption Policy
- Gifts and Donations from Direct Managed Customers (PDF 181.56KB)
- Inspecting, Securing and Storing Real and Personal Property (PDF 177.38KB)
- Insurance of Assets (PDF 135.5KB)
- Internal Review of Decision (PDF 242.06KB)
- Interpreter and Translation Services (PDF 248.88KB)
- Issuing of Customer Transaction Statements (PDF 125.84KB)
- Leasing and Occupation of Real Property (PDF 158.81KB)
- Management of Estates Pursuant to Voluntary Applications (PDF 149.5KB)
- Notional Sales (PDF 91.04KB)
- Organisational Compliance (PDF 196.8KB)
- Personal Property (PDF 168.83KB)
- Power of Attorney – Active Assist (PDF 87.42KB)
- Powers of Attorney – Method of Appointment and Accredited Witnesses (PDF 181.31KB)
- Privacy Management Plan (PDF 611.12KB)
- Private Management Directions and Authority (PDF 145.45KB)
- Private Management Finalisation (PDF 140.38KB)
- Private Management – Private Manager’s Plan and Change in Estate (PDF 217.19KB)
- Procurement Policy (PDF 222.5KB)
- Public Interest Disclosures Policy (PDF 568.73KB)
- Real Property Purchase (PDF 188.48KB)
- Real Property Sale (PDF 153.55KB)
- Recognising and responding to allegations of violence, abuse, neglect and exploitation of customers (PDF 354.29KB)
- Repairs, Maintenance, Construction and Renovations (PDF 237.94KB)
- Review of Financial Management Orders (PDF 216.24KB)
- Revocation Policy (PDF 175.25KB)
- Risk Management (PDF 272.86KB)
- Sanctions and Closures (PDF 250.19KB)
- Self-Management for Financial Management Customers (Section 71) (PDF 99.46KB)
- Trustee Investment in Continuing Matters (PDF 182.39KB)
- Vehicles Policy (PDF 92.09KB)
- Wills Conflict of Interest (PDF 99.52KB)
Contact NSW Trustee and Guardian
For general enquiries, call:
- 1300 109 290 within Australia
- +61 2 9240 0702 from overseas
More options to contact us.
Postal address
NSW Trustee and Guardian
Locked Bag 5115, Parramatta NSW 2124
Follow us on social media.