The NSW Government has engaged IPART to review the fees charged by the New South Wales Trustee and Guardian for services provided to its clients, in order to recommend a fee structure that is clear, fair and transparent.
What we do
Industries we regulate
Local Councils
Insurance Monitor
Other Industries - Trustee and Guardian
Review Completed
Review of Fees for NSW Trustee and Guardian
Start date: Mar 2014
Timeline
14 Mar 2014
9 May 2014
9 May 2014
9 Sep 2014
9 Sep 2014
9 Sep 2014
9 Sep 2014
23 Sep 2014
29 Sep 2014
28 Nov 2014
Consultation
Draft Report
This Draft Report reviews the fees of the NSW Trustee & Guardian and makes draft recommendations to provide a fee structure that is cost-reflective, consistent, transparent and fair.
Submissions
17
Submissions received for Draft Report
| Date received | Entity | Name | Download |
|---|---|---|---|
| 19 Sep 2014 | Individual | Zoltan Huszar | |
| 29 Sep 2014 | NSW Trustee & Guardian | Imelda Dodds | |
| 30 Sep 2014 | Individual | ALAN SAURAN | |
| 28 Sep 2014 | Individual | Anonymous (W14/2460) | |
| 28 Sep 2014 | Individual | ||
| 23 Sep 2014 | Individual | ||
| 20 Sep 2014 | Individual | ||
| 20 Sep 2014 | Individual | ||
| 8 Oct 2014 | Individual | Nigel Humphreys | |
| 7 Oct 2014 | The Law Society of New South Wales | Michael Tidball | |
| 10 Oct 2014 | Individual | Philip Johnson | |
| 10 Oct 2014 | NSWTG | Imelda Dodds | |
| 10 Oct 2014 | Individual | Robert Haebich | |
| 10 Oct 2014 | Individual | Michelle A Johnson | |
| 13 Oct 2014 | Department of Family and Community Services | Jenny Noble | |
| 10 Oct 2014 | Individual | Anonymous (W14/2492) (Confidential) ** | |
| 16 Oct 2014 | NSW Disability Network Forum | Tracy Howe |
* Part of submission not published due to confidentiality and/or other legal reasons
** Submission not published due to confidentiality and/or other legal reasons
Issues Paper
IPART has been asked by the NSW Government to review and recommend fees and charges for the NSW Trustee and Guardian’s (NSWTG) services.
Submissions
55
Submissions received for Issues Paper
| Date received | Entity | Name | Download |
|---|---|---|---|
| 2 Jun 2014 | Individual | Anonymous (W14/1963) | |
| 2 Jun 2014 | Individual | Anonymous (W14/1986) (Confidential) ** | |
| 3 Jun 2014 | Individual | Anonymous (W14/2037) | |
| 2 Jun 2014 | Individual | Chris Rourke | |
| 3 Jun 2014 | Individual | Anonymous (W14/2039) (Confidential) ** | |
| 3 Jun 2014 | Individual | Anonymous (W14/2040) (Confidential) ** | |
| 3 Jun 2014 | Individual | Wayne Berends | |
| 3 Jun 2014 | Individual | Anonymous (W14/2042) (Confidential) ** | |
| 4 Jun 2014 | Individual | Anonymous (W14/2043) | |
| 4 Jun 2014 | Individual | Anonymous (W14/2045) * | |
| 4 Jun 2014 | Individual | ALAN SAURAN | |
| 4 Jun 2014 | Individual | Tammy Russell (Confidential) ** | |
| 5 Jun 2014 | Individual | George Purvis | |
| 5 Jun 2014 | Individual | Anonymous (W14/2051) (Confidential) ** | |
| 5 Jun 2014 | Individual | Anonymous (W14/2053) (Confidential) ** | |
| 5 Jun 2014 | Individual | Lisa Osborne | |
| 5 Jun 2014 | Individual | Mie Tjiu | |
| 7 Jun 2014 | Individual | Margaret Hanna (Confidential) ** | |
| 7 Jun 2014 | Individual | Anonymous (W14/2061) (Confidential) ** | |
| 8 Jun 2014 | Individual | Anonymous (W14/2063) (Confidential) ** | |
| 9 Jun 2014 | Individual | Anonymous (W14/2064) | |
| 9 Jun 2014 | Individual | JOHN OWENS | |
| 9 Jun 2014 | Individual | Lourdes Farr | |
| 10 Jun 2014 | Individual | edward thomas | |
| 10 Jun 2014 | Individual | Mark Hildebrand (Confidential) ** | |
| 10 Jun 2014 | Individual | Anonymous (W14/2076) | |
| 11 Jun 2014 | Individual | Anonymous (W14/2078) (Confidential) ** | |
| 8 Jun 2014 | Individual | Anonymous (W14/2079) (Confidential) ** | |
| 11 Jun 2014 | Individual | Julie Brackenreg | |
| 11 Jun 2014 | Individual | Gary BEAUMONT | |
| 9 Jun 2014 | Individual | Anonymous (W14/2083) (Confidential) ** | |
| 12 Jun 2014 | Individual | Beverley Williams (Confidential) ** | |
| 11 Jun 2014 | Individual | Anonymous (W14/2089) * | |
| 12 Jun 2014 | Individual | andrew david thomas | |
| 12 Jun 2014 | Alzheimer's Australia NSW | Brendan Moore | |
| 14 Jun 2014 | Individual | Anonymous (W14/2092) | |
| 14 Jun 2014 | Individual | Anonymous (W14/2093) | |
| 14 Jun 2014 | Individual | Zoltan Huszar | |
| 15 Jun 2014 | Individual | Norman Mackenzie (Confidential) ** | |
| 14 Jun 2014 | Individual | Anonymous (W14/2103) (Confidential) ** | |
| 16 Jun 2014 | Individual | Sandra Jeffree | |
| 16 Jun 2014 | Individual | Sandra Murphy | |
| 15 Jun 2014 | Individual | Julie Sandelin-McCann (Confidential) ** | |
| 16 Jun 2014 | Mental Health Coordinating Council | Corinne Henderson | |
| 16 Jun 2014 | Individual | Grzegorz Trzopek | |
| 16 Jun 2014 | Individual | Karen Graham | |
| 15 Jun 2014 | NSW Trustee & Guardian | Tracy Burgess | |
| 15 Jun 2014 | Individual | Robert Haebich | |
| 12 Jun 2014 | Individual | Noel Pungar (Confidential) ** | |
| 16 Jun 2014 | Individual | Rhonda Lynch (Confidential) ** | |
| 21 Jun 2014 | Individual | Liz Hurst | |
| 19 Jun 2014 | Public Service Association of NSW | Anne Gardiner | |
| 23 Jun 2014 | NSW Department of Premier and Cabinet | Rebecca Falkingham | |
| 2 Jul 2014 | Individual | Catherine Rofe | |
| 7 Jul 2014 | Individual | Anonymous (W14/2274) (Confidential) ** |
* Part of submission not published due to confidentiality and/or other legal reasons
** Submission not published due to confidentiality and/or other legal reasons
All documents
Final Report provided to Government
This Final Report reviews the fees of the NSW Trustee & Guardian (NSWTG) and makes recommendations to provide a fee structure that is cost-reflective, consistent, transparent and fair.
Final Consultant Report -The CIE
CIE’s report provides information about the activities, fees and charges in the private market for services also provided by the NSW Trustee & Guardian.
Fact Sheet on Draft Report
This Fact Sheet discusses our Draft Report on the review of fees charged by the NSW Trustee & Guardian (NSWTG).
Media Release on Draft Report
The Independent Pricing and Regulatory Tribunal (IPART) is calling for public submissions on proposed new fees for the monopoly services provided by the NSW Trustee and Guardian.
Draft Report
This Draft Report reviews the fees of the NSW Trustee & Guardian and makes draft recommendations to provide a fee structure that is cost-reflective, consistent, transparent and fair.
Submissions
17
Submissions received for Draft Report
| Date received | Entity | Name | Download |
|---|---|---|---|
| 19 Sep 2014 | Individual | Zoltan Huszar | |
| 29 Sep 2014 | NSW Trustee & Guardian | Imelda Dodds | |
| 30 Sep 2014 | Individual | ALAN SAURAN | |
| 28 Sep 2014 | Individual | Anonymous (W14/2460) | |
| 28 Sep 2014 | Individual | ||
| 23 Sep 2014 | Individual | ||
| 20 Sep 2014 | Individual | ||
| 20 Sep 2014 | Individual | ||
| 8 Oct 2014 | Individual | Nigel Humphreys | |
| 7 Oct 2014 | The Law Society of New South Wales | Michael Tidball | |
| 10 Oct 2014 | Individual | Philip Johnson | |
| 10 Oct 2014 | NSWTG | Imelda Dodds | |
| 10 Oct 2014 | Individual | Robert Haebich | |
| 10 Oct 2014 | Individual | Michelle A Johnson | |
| 13 Oct 2014 | Department of Family and Community Services | Jenny Noble | |
| 10 Oct 2014 | Individual | Anonymous (W14/2492) (Confidential) ** | |
| 16 Oct 2014 | NSW Disability Network Forum | Tracy Howe |
* Part of submission not published due to confidentiality and/or other legal reasons
** Submission not published due to confidentiality and/or other legal reasons
Media Release for Issues Paper
The Independent Pricing and Regulatory Tribunal (IPART) is calling for public submissions on how best to set the fees charged by the NSW Trustee and Guardian, for both trustee and financial managem
Issues Paper
IPART has been asked by the NSW Government to review and recommend fees and charges for the NSW Trustee and Guardian’s (NSWTG) services.
Submissions
55
Submissions received for Issues Paper
| Date received | Entity | Name | Download |
|---|---|---|---|
| 2 Jun 2014 | Individual | Anonymous (W14/1963) | |
| 2 Jun 2014 | Individual | Anonymous (W14/1986) (Confidential) ** | |
| 3 Jun 2014 | Individual | Anonymous (W14/2037) | |
| 2 Jun 2014 | Individual | Chris Rourke | |
| 3 Jun 2014 | Individual | Anonymous (W14/2039) (Confidential) ** | |
| 3 Jun 2014 | Individual | Anonymous (W14/2040) (Confidential) ** | |
| 3 Jun 2014 | Individual | Wayne Berends | |
| 3 Jun 2014 | Individual | Anonymous (W14/2042) (Confidential) ** | |
| 4 Jun 2014 | Individual | Anonymous (W14/2043) | |
| 4 Jun 2014 | Individual | Anonymous (W14/2045) * | |
| 4 Jun 2014 | Individual | ALAN SAURAN | |
| 4 Jun 2014 | Individual | Tammy Russell (Confidential) ** | |
| 5 Jun 2014 | Individual | George Purvis | |
| 5 Jun 2014 | Individual | Anonymous (W14/2051) (Confidential) ** | |
| 5 Jun 2014 | Individual | Anonymous (W14/2053) (Confidential) ** | |
| 5 Jun 2014 | Individual | Lisa Osborne | |
| 5 Jun 2014 | Individual | Mie Tjiu | |
| 7 Jun 2014 | Individual | Margaret Hanna (Confidential) ** | |
| 7 Jun 2014 | Individual | Anonymous (W14/2061) (Confidential) ** | |
| 8 Jun 2014 | Individual | Anonymous (W14/2063) (Confidential) ** | |
| 9 Jun 2014 | Individual | Anonymous (W14/2064) | |
| 9 Jun 2014 | Individual | JOHN OWENS | |
| 9 Jun 2014 | Individual | Lourdes Farr | |
| 10 Jun 2014 | Individual | edward thomas | |
| 10 Jun 2014 | Individual | Mark Hildebrand (Confidential) ** | |
| 10 Jun 2014 | Individual | Anonymous (W14/2076) | |
| 11 Jun 2014 | Individual | Anonymous (W14/2078) (Confidential) ** | |
| 8 Jun 2014 | Individual | Anonymous (W14/2079) (Confidential) ** | |
| 11 Jun 2014 | Individual | Julie Brackenreg | |
| 11 Jun 2014 | Individual | Gary BEAUMONT | |
| 9 Jun 2014 | Individual | Anonymous (W14/2083) (Confidential) ** | |
| 12 Jun 2014 | Individual | Beverley Williams (Confidential) ** | |
| 11 Jun 2014 | Individual | Anonymous (W14/2089) * | |
| 12 Jun 2014 | Individual | andrew david thomas | |
| 12 Jun 2014 | Alzheimer's Australia NSW | Brendan Moore | |
| 14 Jun 2014 | Individual | Anonymous (W14/2092) | |
| 14 Jun 2014 | Individual | Anonymous (W14/2093) | |
| 14 Jun 2014 | Individual | Zoltan Huszar | |
| 15 Jun 2014 | Individual | Norman Mackenzie (Confidential) ** | |
| 14 Jun 2014 | Individual | Anonymous (W14/2103) (Confidential) ** | |
| 16 Jun 2014 | Individual | Sandra Jeffree | |
| 16 Jun 2014 | Individual | Sandra Murphy | |
| 15 Jun 2014 | Individual | Julie Sandelin-McCann (Confidential) ** | |
| 16 Jun 2014 | Mental Health Coordinating Council | Corinne Henderson | |
| 16 Jun 2014 | Individual | Grzegorz Trzopek | |
| 16 Jun 2014 | Individual | Karen Graham | |
| 15 Jun 2014 | NSW Trustee & Guardian | Tracy Burgess | |
| 15 Jun 2014 | Individual | Robert Haebich | |
| 12 Jun 2014 | Individual | Noel Pungar (Confidential) ** | |
| 16 Jun 2014 | Individual | Rhonda Lynch (Confidential) ** | |
| 21 Jun 2014 | Individual | Liz Hurst | |
| 19 Jun 2014 | Public Service Association of NSW | Anne Gardiner | |
| 23 Jun 2014 | NSW Department of Premier and Cabinet | Rebecca Falkingham | |
| 2 Jul 2014 | Individual | Catherine Rofe | |
| 7 Jul 2014 | Individual | Anonymous (W14/2274) (Confidential) ** |
* Part of submission not published due to confidentiality and/or other legal reasons
** Submission not published due to confidentiality and/or other legal reasons
Terms of Reference
The NSW Government has engaged IPART to review the fees charged by the New South Wales Trustee and Guardian for services provided to its clients, in order to recommend a fee structure that is clear
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