Emma's example

emma

Emma's situation

  • Emma lives in Public Housing.
  • She has a disability pension that is paid to Queensland Public Trustee.
  • Emma has $6,000 in a cash account.
  • She pays for her daily living expenses, and we manage the payment of her bills and board.
  • Emma speaks with us more than once a fortnight.

Our fees for Emma

To ensure Emma's fees are reasonable according to her financial circumstances, Emma is eligible for a rebate.

We cap the fees for personal financial administration and asset management at 5% of her assessable assets.

Emma's personal financial administration and asset management fees

  • Her personal financial administration fee is $9,283.10
  • Her asset management fee is $200.10
  • These fees before rebate are $9,483.20
  • We cap Emma's  fees to 5% of her assessable assets of $6,000, which is $300
  • This means Emma receives a rebate of $9,183.20

Incidental outlays

  • Incidental outlays are $102

Emma's total annual fees including the rebate

  • Total fees are $300 + $102 = $402

Peter's example

Peter

Peter's situation

  • Peter lives in a property that he owns.
  • He is paid a pension each fortnight that Queensland Public Trustee manages.
  • He has $6,209 worth of assessable assets and his property is worth $420,000
  • We manage his living expenses, utility bills and insurance.
  • Peter only needs to contact us once a month.

Our fees for Peter

To ensure Peter's fees are reasonable according to his financial circumstances, Peter is eligible for a rebate.

We cap the fees for personal financial administration and asset management at 5% of his assessable assets.

His principal place of residence is also excluded from his assets before calculating the real estate property fee.

Peter's personal financial administration and asset management fees

  • His personal financial administration fee is $6,629.85
  • His asset management fee is $200.10
  • These fees before rebate are $6,829.95
  • We cap Peter's fees to 5% of his assessable assets of $6,000 which is $300
  • This means Peter receives a rebate of $6,119.30

Incidental outlays

  • Incidental outlays are $102

Real estate property fee

  • The real estate property fee is $996.55
  • We  rebate the fee as it's his principal place of residence, so the fee is $0
  • This means Peter receives a rebate of $996.55

Peter's total annual fees including the rebate

  • Total fees are $300 + $0 + $102 = $402

Last updated: 08 July 2025