1220.0 - Australian Standard Classification of Occupations (ASCO) Second Edition, 1997  
ARCHIVED ISSUE Released at 11:30 AM (CANBERRA TIME) 31/07/1997   
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      Trust Officer
      Trust Clerk

Administers trusts, estates and settlements.

Skill Level:
The entry requirement for this occupation is an AQF Certificate III or higher qualification or at least 3 years relevant experience. In some instances relevant experience is required in addition to the formal qualification.

Tasks Include:
  • identifies assets and liabilities
  • establishes beneficial entitlements and distributes assets according to statutory requirements
  • maintains probate and trust files, invests trust funds and administers accounts
  • prepares probate papers and income tax and State duty returns
  • collects and realises assets, pays debts and taxes and attends to outstanding estate or settlement matters

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