Click here to view our 2023-24 Annual Report
The Public Trustee has undergone unprecedented organisational change becoming a more client-focused and responsive organisation. Central to the transformation has been the completion of 26 of the 28 recommendations from the 2021 Independent Review into the Public Trustee (IRPT) which has been achieved by actively engaging and working with our clients, stakeholders, staff and government throughout the year.
The report includes inspiring client stories showcasing how we’ve helped achieve positive outcomes. These stories reflect how we go beyond financial management to support clients’ financial and emotional well-being, demonstrating our team’s dedication to delivering services with empathy, respect, and integrity.
Some key highlights include:
✔️ Increased Client Satisfaction: Our FY24 Represented Person Survey, conducted independently by Myriad Research, reflected a significant improvement in client satisfaction, with 81% of Represented Persons expressing positive overall satisfaction.
✔️ Strengthened Frontline Services: We have increased our resources across Tasmania, significantly reducing caseloads and making our services more accessible and responsive to clients’ needs.
✔️ New Supported Decision-Making Framework: Launched in October 2023, this framework empowers individuals with impaired decision-making capacity, aligning with the Guardianship and Administration Amendment Act that took effect in September 2024.
✔️ New Financial Independence Pathway: 158 clients are now actively participating in various initiatives of the Financial Independence Pathway to build capacity and skills to increase independence in managing their financial affairs.
✔️ Enhanced Accessibility: With support from Speak Out Advocacy, ‘Easy Read’ and ‘Plain English’ guides were developed to improve clients’ understanding of Financial Administration.
✔️ Continued Community Engagement: The Public Trustee actively provided educational sessions on estate planning, highlighted its role in safeguarding vulnerable individuals, and promoted awareness of elder abuse.
We have also made substantial strides internally, with a revised organisational structure, an improved IT infrastructure, and a stronger focus on employee development and engagement.
The full report provides a detailed account of our achievements and key initiatives over the year.