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Introduction


You have taken on a very important role in becoming a Manager and agreeing to look after the financial affairs of a person who, through incapacity, is unable to do so themselves.

Fundamental to the role is an understanding of what Managers do.

This handbook aims to help you gain that understanding. Written in plain English, it outlines your role and responsibilities and the role of the NSW Trustee and Guardian (NSW T&G). It covers topics of common interest to Managers.

You will, however, face unique situations in fulfilling your responsibilities and may need to refer to the separate guidelines listed in Appendix D which are available from NSW T&G. NSW Trustee and Guardian liaison officers will also be able to answer questions.

We have published the handbook to help you make sure the person you now represent receives the best possible service. Feedback is always welcome and will assist us in planning future editions.




Imelda Dodds
A/CEO
NSW Trustee and Guardian
December 2009


Download the Private Manager's Handbook
Cover of the Private Manager Handbook
Download the Private Manager's Handbook in PDF
(897kb)

The handbook is a PDF document and may be viewed with Adobe Reader. Download the reader from Adobe.


Read the Private Manager's Handbook online
- Main Contents
- Useful Contacts
- Appendices

Forms
- Estate Information
- Sample Letter


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