Private financial management forms
As a private financial manager, you will need to complete various forms from when you are first appointed as well as an annual report.
Change in estate form
Complete this form if you are a private manager requesting a change to a managed person’s estate.
Private manager's plan form
Complete this form if you have been appointed to privately manage a person’s finances
Private manager remuneration form
Only complete this form so you can be paid for your time as private manager.
Private manager account form
Complete this form yearly to report on a managed person’s estate.
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.