Victorian Civil and Administrative Tribunal Rules 2018

attending a Tribunal hearing for appointment of an administrator;

establishing and reviewing an understanding about the represented person's income, expenses, assets and liabilities;

establishing an understanding about the represented person's will and preferences for spending, gifting, managing assets and liabilities;

establishing an understanding about whether the represented person has or needs an NDIS plan;

meeting with a represented person's guardian or other formal or informal decision maker or supporter, determining decisions to be made by the guardian or other formal or informal decision maker and likely impact on finances;

if necessary, replacing the represented person as director of a company, where Corporations Law permits, or other role (such as appointor of discretionary trust, where this is permitted under the terms of the trust) unless other provisions have been made for those roles (include seeking legal advice on performance of role);

deciding whether the represented person is able to have access to any funds or manage any of the tasks themselves;

deciding whether any restructure of bank accounts is required, establishing if the represented person has any joint ownership arrangements and how these will be managed;

reviewing, approving and lodging a Financial Statement and Plan;

negotiating and making arrangements with debtors;

carrying on a business of the represented person and reviewing, settling and signing contracts and agreements;

purchasing or selling real estate;

attending reassessment hearings at the Tribunal;

communicating with the Tribunal about any major decision for which an administrator requires approval or advice prior to undertaking the transaction (for example, change of ownership of assets from joint to sole and, in some cases, sale of property).

securing, taking possession, or collecting assets;

locating the represented person's Will;

collecting income (for example, dealing with Centrelink concerning payment failures and errors);

paying accounts;

maintaining records of all income and expenditure;

managing assets and liabilities;

managing and maintaining real estate;

renting out real estate, dealing with agents;

surrendering life assurance policies;

insuring property and other assets;

paying debts;

recovering debts owed to the represented person;

discharging mortgages;

ensuring that the represented person receives their entitlements to any deceased estates to which they are a beneficiary;

preparing and lodging tax returns;

recording transactions and filing and safe custody of documentation;

communicating with relevant authorities, Centrelink, banks, financial advisors and other like entities (online or in person) to notify them that the administrator has been appointed by the Tribunal;

communicating with the Tribunal about any decision, other than a major decision, for which an administrator requires approval or advice prior to undertaking the transaction;

preparing and lodging an annual Account by Administrator.