Planning ahead

Information about General and Enduring Powers of Attorney, Enduring Guardianship, Financial Management Orders and advanced care planning.

  • This topic covers

    This topic covers

    • General and Enduring Powers of Attorney
    • Enduring Guardianship
    • Financial Management Orders made in the NSW Civil and Administrative Tribunal (NCAT) or the Mental Health Review Tribunal
    • Advanced care planning
    • Proceedings in the Guardianship Division of NCAT

    Guardianship Orders can also be made in care and protection matters. If the matter relates to a child and the Department of Communities and Justice have been involved, see the Care and protection topic.

Time limit

Action
28 days

To apply for an internal appeal with the NSW Civil and Administrative Tribunal (NCAT) from:

  • when you were notified of the decision, or
  • when you were given reasons for the decision, 

whichever is later.

In some cases, you also need to seek leave (permission) to make this type of appeal.

28 days

To appeal the decision of NCAT to the Supreme Court of NSW.

In most circumstances, you can only appeal on a point of law.

Organisation

OrganisationResponsibilities
NSW Civil and Administrative Tribunal (NCAT)Can review Power of Attorneys and Guardianship documents and make a Financial Management Order or  Guardianship Order after someone loses mental capacity.
NSW Trustee & Guardian

Can manage the financial affairs of people who lose mental capacity. They can be appointed as a Financial Manager by NCAT, the Mental Health Review Tribunal or Supreme Court of NSW. Alternatively, a person may appoint NSW Trustee & Guardian as their Enduring Guardian or Power of Attorney while they still have capacity. In some cases, a person can also request that NSW Trustee & Guardian operate the Power of Attorney even whilst the person has capacity.

The NSW Trustee & Guardian will be added as party to proceedings in the Supreme Court of NSW or NCAT where there is a review of an Enduring Power of Attorney. 

NSW Public Guardian

Can be appointed by NCAT or the Supreme Court of NSW to make lifestyle decisions for people who lose mental capacity. The NSW Public Guardian will be added as a party to proceedings in NCAT where there is a review of a Guardianship Order or a review of an appointment of an Enduring Guardian.

The NSW Public Guardian and the NSW Trustee & Guardian will be added as a party to proceedings where there is a review of an appointment of an Enduring Guardian in NCAT.

Legislation

AuthorityCovers
Powers of Attorney Act 2003 (NSW)General and Enduring Powers of Attorney.
Guardianship Act 1987 (NSW)Orders for Enduring Guardianships.

Common termDefinition
Advanced Care DirectiveA document that sets out your wishes about future medical treatment if you lose mental capacity. Also known as a Living Will.
​Appointer​The person who nominates another person as their Enduring Guardian.
​Attorney​The person with the principal's authority to manage the principal's legal and financial affairs.
Enduring GuardianshipThe legal appointment of a person, called your guardian, to be your substituted decision-maker when you lose the mental capacity to make decisions about your health and lifestyle.
​Enduring Power of Attorney​A legal document that allows your nominated person, called your attorney, to deal with your property and financial affairs if you lose the mental capacity to make decisions for yourself. 
Financial Management OrderAn order of the NSW Civil and Administrative Tribunal (NCAT), the Mental Health Review Tribunal or the Supreme Court of NSW appointing a private individual or the NSW Trustee & Guardian to act as the Financial Manager for a person who is unable to manage their own financial decisions.
Guardianship OrderAn order of NCAT or the Supreme Court of NSW to appoint a private individual or the NSW Trustee & Guardian to act as the decision maker for a person who is unable to make decisions about their own health and lifestyle.
Living WillSee Advan​​​ced Care Dire​​ctive.
Mental capacity

The ability to make your own decisions. If you have mental capacity, you can:

  • understand the facts and choices involved in a decision
  • consider the consequences of your decisions
  • communicate the decision.

For more information, see the Capacity​ Toolkit on the Department of Communities and Justice website. 

Person responsibleA person who has authority to give consent for another person to receive medical or dental treatment.
​Principal​The person who makes a Power of Attorney giving someone else the authority to manage the principal's legal and financial affairs.

Power of Attorney

A document signed by the principal that gives a person, called the attorney, the authority to manage the principal's legal and financial affairs.
WillA written document that sets out how a person's assets are to be divided after their death. 

OrganisationFee
NSW Land Registry ServicesYou will have to pay a registration fee to NSW Land Registry Services if you want your attorney appointed under a Power of Attorney to be able to deal with real property.
Guardianship Division of NSW Civil and Administrative Tribunal (NCAT)You don't have to pay a fee to apply to the Guardianship Division of the NSW Civil and Administrative Tribunal (NCAT).
Administrative and Equal Opportunity Division of NSW Civil and Administrative Tribunal (NCAT)You may have to pay a fee to apply to the Administrative and Equal Opportunity Division of NCAT.
NSW Trustee & GuardianYou may have to pay a fee for the NSW Trustee & Guardian to act as your Financial Manager.

OrganisationForms
NSW HealthMaking an advanced Care Directive
Mental Health Review TribunalApplication to Revoke a Financial Management Order
NSW Land registry Services 

Enduring Power of Attorney form

Enduring Power of Attorney form (interactive)

General Power of Attorney form

General Power of Attorney form (interactive)

Revocation of Power of Attorney form

NSW Civil and Administrative Tribunal Guardianship Division forms

OrganisationTypeCosts
Private lawyerLegal feesA private lawyer will charge you for making a Power of Attorney or Enduring Guardianship. The costs can vary so you should speak to the lawyer about their fees.
NSW Trustee and GuardianServices fees

NSW Trustee and Guardian charges fees to:

  • prepare and manage a Power of Attorney and Enduring Guardian
  • prepare a will
  • manage a trust
  • financial management fees, and
  • executor fees. 
NSW Land Registry ServicesRegistration feeNSW Land Registry Services charge a fee if want to register your Power of Attorney.
Woman working on computer

Frequently Asked Questions

Frequently Asked Questions about planning ahead.

Last updated: December 2023