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Reporting requirements

As the appointed administrator you have a responsibility to lodge certain documentation with QCAT. The QCAT decision will outline what you need to lodge. This may include:

  • notice of interest in land
  • financial management plan
  • account of administration.

Notice of interest in land

If the adult owns real estate, the administrator must lodge a notice of interest in land, usually within three (3) months of the appointment by registering QCAT’s decision with the Registrar of Titles.

This process protects:

  • the adult’s interest in the property by ensuring that only the appointed administrator can conduct transactions such as the sale of the property or registering of any mortgages
  • the adult from being coerced by third parties or if the adult themselves decides to act on the property without the knowledge of the administrator.

This process involves:

  • conducting a search of the records of the Registrar of Titles to identify any property registered in the adult’s name
  • lodging with the Registrar of Titles a Titles Registry General Request form, with a copy of QCAT’s decision advising the Registrar that any interest in property held by the adult is subject to this decision. Instructions are available on completing the form( https://www.business.qld.gov.au/industry/titles-property-construction/titles-property/transactions/name/completing-forms ).
  • providing QCAT with a copy of the Lodgement Summary Report from the Titles Registry confirming the notice has been lodged for each property held by the adult
  • providing QCAT with a copy of the current title search.

This process will need to be repeated each time a new decision is issued by QCAT.

If the adult purchases a property subsequent to your appointment as administrator, this process will also have to be followed.

Professional help

If you are not sure about any steps in the procedure contact QCAT, the Titles Registry or get legal advice.

Financial management plan

You may have provided QCAT with a financial management plan when you applied to become the adult’s administrator. However there are times when administrators may not have full access or be aware of the adult’s entire circumstances when an application is made. Also there may be important matters yet to be finalised. In these situations QCAT may require another plan and this will be specifically requested in the QCAT decision.

The plan is to be provided on QCAT’s Financial management plan for appointed administrators form.  Individuals, trustee companies and professionals can elect to provide QCAT with a separate plan as an attachment to this form.

The plan should contain personal and financial information about the adult as well as proposed care arrangements. The plan should then outline how the adult’s finances can be best managed, taking into account these considerations.

It should include:

  • details of income and sources of income
  • details of the assets and where they are situated
  • debts and when they are due
  • bank account details
  • any professionals needed to help manage the financial affairs, for example, an accountant or solicitor
  • a budget, for example, board and lodging, clothing, money for the person’s personal needs, pharmaceutical needs, optical expenses, medical expenses, hospital fees, nursing home fees, dental expenses etc
  • what will happen to the adult’s house
  • all income and expenditure records
  • investments you need to make and investments you need to keep track of
  • any proposed gifts, for example, birthday and Christmas presents
  • money to be spent for maintenance of the adult’s family
  • legal matters relating to the adult’s financial or property matters and how you propose to address these
  • any additional information relevant to the adult’s financial and legal affairs.

You can also include any other relevant details of the person’s financial matters, life circumstances and future considerations.
QCAT may request additional information if required.

Professional help

If you are not sure about any steps in the procedure contact QCAT or seek advice from a professional such as an accountant, solicitor or financial planner.

Account of administration

An account of your administration accounts is usually due every year, two months before the anniversary date of your appointment or as specifically stated in QCAT’s decision.

The accounts provide QCAT with a summary of how you have administered the adult’s financial affairs during the reporting period as well as an updated list of assets and liabilities. The opening date of the accounts is either the date you became the administrator or, if you have provided accounts previously, the closing date from your last set of accounts.

The accounts should summarise all receipts and payments made through the adult’s bank accounts as well as payments made on their behalf.

Please note that there are also various documents that you are required to lodge with the Accounts form e.g. copies of bank statements. For a full list of the documents required, please refer to Section 23 of the ABA form.

If an exemption has been approved, you will be advised of the full list of documents required to be lodged either in the QCAT decision, or by separate letter.

It is up to you to lodge your accounts by the due date. You will not be sent a reminder.

QCAT’s Account by Administrator (ABA) form (PDF, 381.1 KB) is to be completed unless an exemption has been granted.

Lodgement instructions

Where the accounts are to be lodged depends on the adult’s assets.

If a partial exemption has been approved, in all cases the accounts must be sent directly to QCAT.

Assets over $50,000

If the value of the adult’s assets, excluding principal place of residence or nursing home accommodation bond, is over $50,000, the accounts must be sent to one of the approved panel of examiners.

The current list of approved panel of examiners is:

Public Trustee of Queensland
Administration Accounts
GPO Box 1449
Brisbane  Qld  4001
Telephone: 07 3213 9309
Fax: 07 3213 9262

Perpetual Trustee Company Ltd
Assistance Examination Manager
GPO Box 5257
Brisbane  Qld  4001
Telephone: 07 3834 5656
Fax: 07 3834 5662

LHK Examinations
Laurie Kerslake
PO Box 656
The Gap  Qld  4061
Telephone: 07 3300 2258
Mobile: 0424 371 308

Vincents Chartered Accountants
Attention: Peter Haley
QCAT - Accounts Examination
PO Box 13004 George St
Brisbane  Qld  4003
Telephone: 07 3228 4000

Assets under $50,000

If the value of the adult’s assets, excluding principal place of residence or nursing home accommodation bond, is under $50,000, the accounts must be sent directly to QCAT.

If a partial exemption has been approved, in all cases the accounts must be sent directly to QCAT.

Fees

The approved panel of examiners is entitled to charge a fee for this service. Fees vary, and you should contact the examiners directly for further details regarding their fees. QCAT does not regulate the fees charged.

While QCAT does not charge a fee for its services, it reserves the right to outsource matters valued under or equal to $50,000 to one of the approved panel of examiners if necessary. The examiner is entitled to charge a fee for this service.

You will be issued with a tax invoice on behalf of the adult, and you are authorised and required to pay the tax invoice within 30 days of receipt, from the adult’s funds. Failure to pay the invoice may result in QCAT reviewing your appointment.

Professional help

If you are not sure about any steps in the procedure or how to answer any of the questions, contact QCAT or get assistance from another party or professional such as an accountant. You are entitled to be reimbursed from the adult for the costs involved.

Descriptions of QCAT's jurisdiction on this website are general information only. They do not definitively describe the types of applications on which QCAT can make decisions. The relevant legislation determines QCAT's jurisdiction. If you are unsure about your legal rights, you should seek legal advice. Your individual circumstances should guide any actions taken to resolve your dispute.

Last reviewed
14 November 2016
Last updated
14 November 2016

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