How do I set up Public Trustee residents?

November 3rd, 2023

Residents who are not personally responsible for their monies or have no family or friends as their Financial Power of Attorney have an paid external admistrator or their pension invome and assets.  To establish a Public Trustee resident with Capital Guardians, the care facility staff to:

  • Register the resident with Capital Guardians by emailing the residents full name and the [Public] Trustee details to customers@capitalguardians.com (no registration form required).
  • Contact the Public Trustee to request “allowance / comfort monies) to directly deposited into the residents Capital Guardians account. The account details can be found by selecting the residents name whilst in the “viewer” section of the Capital Guardians portal.

Note, pharmacy invoices are not processed by Capital Guardians for Public Trustees. Pharmacies must send invoices direct to the Public Trustee.

Ross McDonald

Ross is the CEO and founder of Capital Guardians. He has an extensive career in financial management and tech solutions development. Having first created Capital Guardians as a solution for aged care over a decade ago, so his expertise in payments and invoicing for people in protected settings is second to none.

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