Barre & Barre (Superannuation)

Case [2021] FamCA 463


FAMILY COURT OF AUSTRALIA

Barre & Barre (Superannuation) [2021] FamCA 463

File number(s): SYC 6149 of 2016
Judgment of: HARPER  J
Date of judgment: 19 August 2021
Catchwords: FAMILY LAW – PROPERTY – Superannuation – Where the parties have interests in a self-managed superannuation fund – Where final judgment already delivered concerning enforcement of a binding financial agreement – Where Court has found it cannot make splitting orders and there is no enforceable superannuation agreement - Where the husband is bankrupt and removed as a director of trustee corporations – In circumstances where the self-managed superannuation fund owns real estate – Where Court sought further submissions and evidence concerning superannuation interests – Where wife obtains  expert advice about how to manage superannuation interests.
Legislation:

Family Law Act 1975 (Cth) ss 90G, 114

Corporations Act 2001 (Cth) s 206B

Real Property Act 1900 (NSW) s 57

Superannuation Industry (Supervision) Act 1993 (Cth) ss 10, 17A, 67A, 106A

Cases cited:

Barre & Barre [2021] FamCA 101

CSR Ltd v Chief Commissioner of State Revenue (2006) 68 NSWLR 440

SAS v Trustee Corporation v Arthur Cox [2011] NSWCA 408

Number of paragraphs: 47
Date of last submission/s: 2 August 2021
Date of hearing: On the papers
Place: Sydney
Solicitor for the Applicant: Swaab Attorneys
The First Respondent: Litigant in Person

ORDERS

SYC6149 of 2016
BETWEEN:

MS BARRE

Applicant

AND:

MR BARRE

First Respondent

BARRE PTY LIMITED

Second Respondent

MS GILLIAM (and another named in the Schedule)

Third Respondent

ORDER MADE BY:

HARPER  J

DATE OF ORDER:

19 AUGUST 2021

THE COURT ORDERS THAT:

1.The First Respondent Husband (“the husband”) and the Third Respondent be restrained by injunction from doing any act or thing to:

(a)Cause a Caveat to be lodged against the Title to real property situate at and known as 2 G Street, Suburb B in the State of New South Wales (Folio Identifier …) ("2 G Street");

(b)Contact or approach prospective purchasers of 2 G Street or their Lawyers or the Agent acting on any sale of 2 G Street.

2.That within 7 days of the Applicant Wife (“the wife”) notifying the husband of the date of settlement of any sale of 2 G Street, the husband:

(a)Provide to the wife in her capacity as Director of the Barre Super Fund Pty Limited, as Corporate Trustee for the Barre Family Super Fund details of a compliant superannuation fund into which the Husband's member interests in the Barre Family Super Fund are to be rolled over; and

(b)Execute all necessary documents and provide all necessary authorities to facilitate and bring about the said roll over.

3.For the avoidance of doubt, all claims in the proceedings concerning superannuation interests are otherwise dismissed.

4.Any outstanding bankruptcy issues are stood over to a date to be advised.

5.The wife's costs of and incidental to the determination of the issues the subject of the judgment herein be reserved.

Note:   The form of the order is subject to the entry in the Court’s records.

Note: This copy…

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Barre & Barre (Superannuation) [2021] FamCA 463
Case
[2021] FamCA 463
Decision Date

CaseChat Overview and Summary

In the matter of *Barre & Barre (Superannuation)*, the applicant wife sought further orders concerning the parties' interests in a self-managed superannuation fund, following a prior judgment that found the court could not make superannuation splitting orders and that no enforceable superannuation agreement existed. The first respondent husband was bankrupt and had been removed as a director of the trustee corporations. The self-managed superannuation fund owned real estate.

The court was required to determine how to address the husband's member interests in the superannuation fund in light of the prior judgment and the husband's bankruptcy, and to consider the wife's application for further orders, including injunctions and directions for the rollover of the husband's superannuation interests. The court also had to consider outstanding bankruptcy issues.

Harper J applied principles relating to the court's inability to make superannuation splitting orders in the absence of an enforceable agreement or specific legislative power. The court acknowledged the wife's efforts to obtain expert advice regarding the management of the superannuation interests. The court ultimately granted injunctions restraining the husband and a third respondent from lodging a caveat against the title of a property owned by the fund and from contacting prospective purchasers of that property. The court also ordered the husband to provide details of a compliant superannuation fund for the rollover of his member interests and to execute all necessary documents to facilitate this rollover within seven days of the wife notifying him of the settlement date of any sale of the property. All other claims concerning superannuation interests were dismissed, and outstanding bankruptcy issues were stood over.

Orders

Orders of the court

SYC6149 of 2016

BETWEEN:

MS BARRE

Applicant

AND:

MR BARRE

First Respondent

BARRE PTY LIMITED

Second Respondent

MS GILLIAM (and another named in the Schedule)

Third Respondent

ORDER MADE BY:

HARPER J

DATE OF ORDER:

19 AUGUST 2021

THE COURT ORDERS THAT:

1. The First Respondent Husband (“the husband”) and the Third Respondent be restrained by injunction from doing any act or thing to:

(a) Cause a Caveat to be lodged against the Title to real property situate at and known as 2 G Street, Suburb B in the State of New South Wales (Folio Identifier …) ("2 G Street");

(b) Contact or approach prospective purchasers of 2 G Street or their Lawyers or the Agent acting on any sale of 2 G Street.

2. That within 7 days of the Applicant Wife (“the wife”) notifying the husband of the date of settlement of any sale of 2 G Street, the husband:

(a) Provide to the wife in her capacity as Director of the Barre Super Fund Pty Limited, as Corporate Trustee for the Barre Family Super Fund details of a compliant superannuation fund into which the Husband's member interests in the Barre Family Super Fund are to be rolled over; and

(b) Execute all necessary documents and provide all necessary authorities to facilitate and bring about the said roll over.

3. For the avoidance of doubt, all claims in the proceedings concerning superannuation interests are otherwise dismissed.

4. Any outstanding bankruptcy issues are stood over to a date to be advised.

5. The wife's costs of and incidental to the determination of the issues the subject of the judgment herein be reserved.

Note: The form of the order is subject to the entry in the Court’s records.

Note: This copy of the Court’s Reasons for judgment may be subject to review to remedy minor typographical or grammatical errors (r 17.02A(b) of the Family Law Rules 2004 (Cth)), or to record a variation to the order pursuant to 17.02 Family Law Rules 2004 (Cth).

Background

Background to the litigation

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Evidence

Evidence Before The Court

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Decision

Reasons for decision

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Ratio Decidendi

Legal Principle Established

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