Page |2 Foreword The GuardianshipandAdministrationAct1993provides the legislative framework for the support and protection of persons who are not capable of making decisions in their own best interests. Administrators appointed under this Act play an important role in protecting people whose decision making capabilities are significantly impaired from potential neglect, abuse and/or exploitation, and also play a crucial role in ensuring that the quality of life of the protected person is maintained.
The South Australian Civil and Administrative Tribunal (SACAT) appoints an administrator to make decisions in the best interests of the protected person and to ensure that their financial affairs are managed appropriately. Administrators, as part of their role, must be accountable and transparent in both decision-making and financial record-keeping in relation to the protected person.
Section 44 of the GuardianshipandAdministrationAct1993requires an administrator to report to Public Trustee and SACAT annually regarding the receipts and payments and the assets and liabilities of the protected person’s estate.
Public Trustee and SACAT recognise the ongoing need for a reference manual to enable administrators to understand their role and to carry out their responsibilities on a day-to-day basis with clarity and confidence. This revised edition of the South Australian Financial Administrators Guide has been produced by Public Trustee, with the support of SACAT, to provide you, the administrator, with information to assist you in carrying out your obligations.
We hope you find this guide a valuable source of information and assistance.
3.1.10. Find out what is in the protected person’s Will 11
4.CONSULTINGOTHERS12 4.1.Workingwithaguardian12 4.2.Shouldyouconsultwithanyoneelseaboutdecisions?12 5.APPROPRIATESPENDINGANDCONTROLOFMONEY13 5.1.Canyoulettheprotectedpersonhavecontrolofsomeoftheirownmoney?13 5.2.Canyouallowotherstocontrolsomeoftheprotectedperson’smoney?13 5.3.Whatcanyouspendmoneyon?13 5.4.Canyouhireapaidcarer?14 5.5.Howcanyoudeterminewhattheprotectedperson’swantsandneedsare?15 5.6.Canyougiveafinancialgifttosomeoneelseonbehalfoftheprotectedperson? 16 5.7.Canyoumakedonationstocharity?16 5.8.Canyoupaysomeoneelsetodothework? 17 5.9.Taxation17 6.PERSONALPOSSESSIONS 18 7.INCOME19 7.1.Centrelink19 8.INVESTINGFUNDS 20 8.1.Wherecanyouinvesttheprotectedperson’smoney? 20 9.WORKINGWITHLEGALISSUES22
9.1.Whatiftheprotectedpersonwasrunningabusiness?22 9.2.Whatifthepersonhasjointlyownedproperty22 9.3.Canyouconductcourtcasesfortheprotectedperson?23 9.4.Aretherelegalproceedingswhereyoucannotrepresenttheprotectedperson?23 9.5.Howdoyousigndocuments? 23 9.6.Cantheprotectedperson’sWillbechanged?24 9.7.Whatistestamentarycapacity?24 9.8.Whathappenswhentheprotectedpersondies?24 9.9.Whatiftheprotectedpersonsignsacontracttosellorgiveawayproperty? 25 9.10.Whatiftheprotectedpersonisatrustee?25 10. ACCOMMODATION OPTIONS26 10.1.LivinginOwnHome26 10.2.PublicHousing26 10.3.BoardingHouses27 10.4.CommunityHousing27 10.5.SupportedResidentialFacilities27 10.6.RetirementVillages 27 10.7.ResidentialAgedCare28 10.8.Whatshouldyoudowiththeprotectedperson’shouse?29 10.9.SellingRealEstate29 10.10.PurchaseofRealEstate 30 10.11.Dischargeofmortgage32 11. THEIMPORTANCEOFBEINGANADMINISTRATOR33 11.1.Areadministratorspaid? 33 11.2.Whatareconflictsofinterest?33 11.3.Cananadministrationorderberevoked? 33 11.4.DoestheadministrationapplyoutsideSouthAustralia?34 11.5.Changingadministrators 34 12. FINANCIALRECORDINGANDREPORTING36 12.1.Doesanadministratorhavetoprovideanannualstatementofaccounts?36 12.2.WhatisthePublicTrustee’sresponsibilitytoSACAT?36 12.3.WhatreportsanddocumentsdoIneedtoprovide? 37 12.4.WheredoIgetthetemplatesforthereports?37 12.5.HowdoIcompletethetemplates?37 12.6.Statementofreceiptsandpayments38 12.7.StatutoryDeclaration39 12.8.AssetsandLiabilities39 12.9.Howshoulddocumentsbelodged?41 1. INTRODUCTION The role of administrator is a very important responsibility.
As an administrator you are required to take care of the financial matters of the protected person in a way that is consistent with and promotes their proper care and protection. It can be difficult and confronting for a person when the control over their financial affairs is removed from them. They must be able to have faith in you, as the administrator of their financial matters, that you will be conscientious in your role and that you will maintain their best interests.
This guide has been developed to assist you as the administrator. It provides important information about your role and responsibilities, and the resources available to assist you.