Request for Information (RFI) - Trust and Estate Financial Administration System

Location: Perth Metropolitan

Buyer: Public Trustee

Opened: Jan 01, 2022

Closing: Apr 24, 2026

Accounting software - 50%Application implementation services - 49%Software - 1%
### πŸ“‹ Tender Overview The Public Trustee of Western Australia has issued a **Request for Information (RFI)** regarding a **Trust and Estate Financial Administration System**. This market-sounding exercise aims to identify contemporary software solutions, delivery methodologies, and market maturity to support the agency's fiduciary operations, which are currently managed via the MATE system. ### 🎯 Scope and Objectives This RFI is strictly for information gathering and does not constitute a formal tender or a commitment to procurement. Interested suppliers are invited to provide insights on: * **System Solutions:** Available software for trust and estate management. * **Delivery Approaches:** Implementation strategies and service models. * **Supplier Capability:** Organizational expertise and experience. * **Indicative Pricing:** High-level cost estimates. ### 🏒 Issuing Organization * **Agency:** Public Trustee (Western Australia) * **Location:** Perth Metropolitan ### πŸ’‘ Key Information for Bidders * **Tender ID:** PTOC202214717 * **Closing Date:** April 24, 2026, at 2:30 PM AWST. * **Categories:** Accounting software, Application implementation services, and general software solutions. This opportunity is ideal for software vendors and IT consultancy firms specializing in financial administration, fiduciary management, and government-sector application implementation. Interested parties should review the requirements to provide comprehensive feedback on current market capabilities.