Apply for financial management
What is financial management?
When you apply for financial management, you are asking that someone's financial affairs be managed by another person.
A financial manager has the authority to make decisions about financial affairs for someone who is incapable of making these decisions for themselves. Financial affairs refers to things such as operating bank accounts, paying bills, investing money, selling or buying property.
What are the criteria for making a financial management order?
The Guardianship Tribunal will only make a financial management order if:
- The person is not capable of managing their affairs.
- There is a need for someone else to manage their affairs for them.
- It is in the person's best interests to have a financial management order.
- The person has assets in New South wales.
What you must consider before making an application
- Does the person the application is about lack the capability to manage their financial affairs?
- Is there a need for another person to manage their affairs on their behalf?
- Are there any decisions that need to be made now that cannot be made by someone informally?
Making the application
You can either make an application by:
- applying online using the online application form, or
- printing out the Application for Appointment of a Financial Manager and/or Appointment of a Guardian form from the publications section of this website, or
- speaking to the Tribunal's enquiry service who will explain how to make an application and send you a form.