Choules v Siglin

Case

[2002] WASC 230

27 SEPTEMBER 2002

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CHOULES & ORS -v- SIGLIN & ORS [2002] WASC 230



SUPREME COURT OF WESTERN AUSTRALIACitation No:[2002] WASC 230
Case No:CIV:1566/200126 AUGUST 2002
Coram:MURRAY J27/09/02
21Judgment Part:1 of 1
Result: Application dismissed
A
PDF Version
Parties:ADRIAN CLAUDE CHOULES
LESLEY BARBARA CHOULES
ARTHUR THORNDYKE DAVIES
INEZ THEONE DAVIES
OLIVER WILLIAM HARTLEY
DAISY HARTLEY
PETER NELSON
HELEN NELSON
JOHN FRANCIS PARKER
DOROTHY JANE PARKER
WILLIAM ROBERT ROY SMITH
JUNE ILMA SIGLIN
DAVID SIGLIN
GEOFFREY EDWIN HAYLES

Catchwords:

Practice & procedure
Application by defendants to stay proceedings and countermand entry for trial
Allegations of maintenance and champerty
Litigation lending agreement to fund action by mortgagees
Solicitors for plaintiffs have agreement with litigation funder
Particular fee structure discussed
Discretion to stay action for abuse of process

Legislation:

Debt Collectors Licensing Act 1964 (WA), s 3, s 13
Legal Practitioners Act 1893 (WA), s 63(1), s 85, s 76, s 77
Security and Related Activities (Control) Act 1996 (WA), s 27, s 28
Trade Practices Act 1974 (Cth), s 47(6)

Case References:

Bandwill Pty Ltd v Spencer-Laitt (2000) 23 WAR 390
Carob Industries Pty Ltd v Simto Pty Ltd, unreported; SCt of WA (Anderson J); Library No 970692; 11 December 1997
Freehill Hollingdale & Page v Bandwill Pty Ltd [2000] WASCA 150
Gore v Justice Corp Pty Ltd (2002) 189 ALR 712
In re Oasis Merchandising Ltd [1998] Ch 170
In re Trepca Mines Ltd (No 2) [1963] Ch 199
Jago v District Court of New South Wales (1989) 168 CLR 23
Magic Menu Systems Pty Ltd & MMS Franchising Pty Ltd v AFA Facilitation Pty Ltd, Janus Kobble Creek Pty Ltd & Simon (1997) 72 FCR 261
Newton v Gapes (1910) 12 WALR 86
Siglin v Choules & Ors [2002] WASCA 9
Stocznia Gdanska SA v Latreefers Inc [2000] EWCA Civ 36
Treacy v Rylestone Pty Ltd [2002] WASC 178
Walton v Gardiner (1993) 177 CLR 378
Williams v Spautz (1992) 174 CLR 509

Abraham v Thompson [1997] 4 All ER 362
Alexander v Ajax Insurance Co Ltd [1956] VLR 436
Allsop v Federal Commissioner of Taxation (1965) 113 CLR 341
Australian Health Insurance Association Ltd v Esso Australia Pty Ltd (1993) 116 ALR 253
Baxter v Obacelo Pty Ltd 184 ALR 616
Bevan Ashford (a firm) v Geoff Yeandle (Contractors) Ltd (in liq) [1999] Ch 239
Brown v Talbot & Olivier (1993) 9 WAR
Buiscex Ltd v Panfida Foods Ltd (in liq) (1998) 28 ACSR 357
Camdex International Ltd v Bank of Zambia [1998] QB 22
Carnie v Esanda Finance Corp Ltd (1995) 182 CLR 398
Castlemaine Tooheys Ltd v Williams & Hodgson Transport Pty Ltd (1986) 162 CLR 395
Cayne v Global Natural Resources plc [1984] 1 All ER 225
Christmas Island Resort Pty Ltd v Geraldton Building Co Ltd (No 5) (1997) 18 WAR 334
Cliffs International Inc v Federal Commissioner of Taxation (1979) 142 CLR 140
Condliffe v Hislop [1996] 1 WLR 753
Egerton-Warburton v Deputy Federal Commissioner of Taxation (1934) 51 CLR 568
Elfic Ltd v Macks (2001) 162 FLR 41
ERS Engines Pty Ltd v Wilson (1994) 35 NSWLR 193
Federal Commissioner of Taxation v Australia and New Zealand Savings Bank (1998) 194 CLR 328
Findon v Parker (1843) 11 M & W 675
Fischer v Kamala Naicker (1860) 8 Moo Ind App 170
Flower & Hart (a firm) v White Industries (Qld) Pty Ltd (1999) 163 ALR 744
Geo Thompson (Australia) Pty Ltd v Vittadello [1978] VR 199
Giles v Thompson [1994] 1 AC 142
Godbolt v Fittock [1964] NSWR 22
Grovewood Holdings plc v James Capel & Co Ltd [1995] Ch 80
Hodges v State of New South Wales (1988) 62 ALJR 190
Jermyn v Spargos Mining NL [2001] WASCA 149
Johnson Tiles Pty Ltd v Esso Australia Ltd (1999) 166 ALR 731
Jones v Bouffier (1911) 12 CLR 579
Loxton v Moir (1914) 18 CLR 360
Mallesons Stephen Jaques v KPMG Peat Marwick (1990) 4 WAR 357
Martell v Consett Iron Co Ltd [1995] Ch 363
McLaurin v Federal Commissioner of Taxation (1961) 104 CLR 381
National Trustees Executors & Agency Co of Australasia Ltd v Federal Commissioner of Taxation (1954) 91 CLR 540
Neville v London Express Newspaper Ltd [1919] AC 368
Paul Dainty Corporation Pty Ltd v The National Tennis Centre Trust (1990) 22 FCR 495
Paul v Pavey & Matthews Pty Ltd (1985) 3 NSWLR 114
Pavey & Matthews Pty Ltd v Paul (1987) 162 CLR 221
Peters (WA) Ltd v Petersville Ltd (2001) 181 ALR 337
Port Kennedy Resorts Pty Ltd v Huat [2000] WASCA 328
Ram Coomar Coondoo v Chunder Canto Mookerjee (1876) 2 App Cas 186
Re Australian Elizabethan Theatre Trust; Lord v Commonwealth Bank of Australia (1991) 102 ALR 681
Re Daniel Efrat Consulting Services (in liq) (1999) 30 ACSR 640
Re Vassis; Ex parte Leung (1986) 64 ALR 407
Reynell v Sprye (1982) 1 De GM & G 660
Roux v Australian Broadcasting Commission [1992] 2 VR 577
Salomon v A Salomon & Co Limited [1897] AC 22
Schokker v Commissioner of Taxation of the Commonwealth of Australia (2000) 106 FCR 134
South Australian Management Corporation v Sheahan (1995) 16 ACSR 45
Spincode Pty Ltd v Look Software Pty Ltd [2001] VSCA 248
SWB Family Credit Union Ltd v Parramatta Tourist Services Pty Ltd (1980) 48 FLR 445
Thai Trading Co (a firm) v Taylor [1998] QB 781
Thompson v Australian Capital Television Pty Ltd (1996) 186 CLR 574
Torkington v Magee [1902] 2 KB 427
Trendtex Trading Corporation v Credit Suisse [1982] AC 679
Wentworth v De Monfort (1988) 15 NSWLR 348
Wild v Simpson (1919) 2 KB 544
Woodings v Stevenson (2001) 24 WAR 221

JURISDICTION : SUPREME COURT OF WESTERN AUSTRALIA
    IN CHAMBERS
CITATION : CHOULES & ORS -v- SIGLIN & ORS [2002] WASC 230 CORAM : MURRAY J HEARD : 26 AUGUST 2002 DELIVERED : 27 SEPTEMBER 2002 FILE NO/S : CIV 1566 of 2001 BETWEEN : ADRIAN CLAUDE CHOULES
    LESLEY BARBARA CHOULES
    ARTHUR THORNDYKE DAVIES
    INEZ THEONE DAVIES
    OLIVER WILLIAM HARTLEY
    DAISY HARTLEY
    PETER NELSON
    HELEN NELSON
    JOHN FRANCIS PARKER
    DOROTHY JANE PARKER
    WILLIAM ROBERT ROY SMITH
    Plaintiffs

    AND

    JUNE ILMA SIGLIN
    First Defendant

    DAVID SIGLIN
    Second Defendant

    GEOFFREY EDWIN HAYLES
    Third Defendant


(Page 2)

Catchwords:

Practice & procedure - Application by defendants to stay proceedings and countermand entry for trial - Allegations of maintenance and champerty - Litigation lending agreement to fund action by mortgagees - Solicitors for plaintiffs have agreement with litigation funder - Particular fee structure discussed - Discretion to stay action for abuse of process




Legislation:

Debt Collectors Licensing Act 1964 (WA), s 3, s 13


Legal Practitioners Act 1893 (WA), s 63(1), s 85, s 76, s 77
Security and Related Activities (Control) Act 1996 (WA), s 27, s 28
Trade Practices Act 1974 (Cth), s 47(6)


Result:

Application dismissed




Category: A


Representation:


Counsel:


    Plaintiffs : Mr D H Solomon & Mr J C Giles
    First Defendant : Mr M J McPhee
    Second Defendant : No appearance
    Third Defendant : Mr S Davies


Solicitors:

    Plaintiffs : Solomon Brothers
    First Defendant : Michell Sillar McPhee
    Second Defendant : No appearance
    Third Defendant : Blake Dawson Waldron



Case(s) referred to in judgment(s):

Bandwill Pty Ltd v Spencer-Laitt (2000) 23 WAR 390


(Page 3)

Carob Industries Pty Ltd v Simto Pty Ltd, unreported; SCt of WA (Anderson J); Library No 970692; 11 December 1997
Freehill Hollingdale & Page v Bandwill Pty Ltd [2000] WASCA 150
Gore v Justice Corp Pty Ltd (2002) 189 ALR 712
In re Oasis Merchandising Ltd [1998] Ch 170
In re Trepca Mines Ltd (No 2) [1963] Ch 199
Jago v District Court of New South Wales (1989) 168 CLR 23
Magic Menu Systems Pty Ltd & MMS Franchising Pty Ltd v AFA Facilitation Pty Ltd, Janus Kobble Creek Pty Ltd & Simon (1997) 72 FCR 261
Newton v Gapes (1910) 12 WALR 86
Siglin v Choules & Ors [2002] WASCA 9
Stocznia Gdanska SA v Latreefers Inc [2000] EWCA Civ 36
Treacy v Rylestone Pty Ltd [2002] WASC 178
Walton v Gardiner (1993) 177 CLR 378
Williams v Spautz (1992) 174 CLR 509

Case(s) also cited:



Abraham v Thompson [1997] 4 All ER 362
Alexander v Ajax Insurance Co Ltd [1956] VLR 436
Allsop v Federal Commissioner of Taxation (1965) 113 CLR 341
Australian Health Insurance Association Ltd v Esso Australia Pty Ltd (1993) 116 ALR 253
Baxter v Obacelo Pty Ltd 184 ALR 616
Bevan Ashford (a firm) v Geoff Yeandle (Contractors) Ltd (in liq) [1999] Ch 239
Brown v Talbot & Olivier (1993) 9 WAR 70
Buiscex Ltd v Panfida Foods Ltd (in liq) (1998) 28 ACSR 357
Camdex International Ltd v Bank of Zambia [1998] QB 22
Carnie v Esanda Finance Corp Ltd (1995) 182 CLR 398
Castlemaine Tooheys Ltd v Williams & Hodgson Transport Pty Ltd (1986) 162 CLR 395
Cayne v Global Natural Resources plc [1984] 1 All ER 225
Christmas Island Resort Pty Ltd v Geraldton Building Co Ltd (No 5) (1997) 18 WAR 334
Cliffs International Inc v Federal Commissioner of Taxation (1979) 142 CLR 140
Condliffe v Hislop [1996] 1 WLR 753
Egerton-Warburton v Deputy Federal Commissioner of Taxation (1934) 51 CLR 568
Elfic Ltd v Macks (2001) 162 FLR 41


(Page 4)

ERS Engines Pty Ltd v Wilson (1994) 35 NSWLR 193
Federal Commissioner of Taxation v Australia and New Zealand Savings Bank (1998) 194 CLR 328
Findon v Parker (1843) 11 M & W 675
Fischer v Kamala Naicker (1860) 8 Moo Ind App 170
Flower & Hart (a firm) v White Industries (Qld) Pty Ltd (1999) 163 ALR 744
Geo Thompson (Australia) Pty Ltd v Vittadello [1978] VR 199
Giles v Thompson [1994] 1 AC 142
Godbolt v Fittock [1964] NSWR 22
Grovewood Holdings plc v James Capel & Co Ltd [1995] Ch 80
Hodges v State of New South Wales (1988) 62 ALJR 190
Jermyn v Spargos Mining NL [2001] WASCA 149
Johnson Tiles Pty Ltd v Esso Australia Ltd (1999) 166 ALR 731
Jones v Bouffier (1911) 12 CLR 579
Loxton v Moir (1914) 18 CLR 360
Mallesons Stephen Jaques v KPMG Peat Marwick (1990) 4 WAR 357
Martell v Consett Iron Co Ltd [1995] Ch 363
McLaurin v Federal Commissioner of Taxation (1961) 104 CLR 381
National Trustees Executors & Agency Co of Australasia Ltd v Federal Commissioner of Taxation (1954) 91 CLR 540
Neville v London Express Newspaper Ltd [1919] AC 368
Paul Dainty Corporation Pty Ltd v The National Tennis Centre Trust (1990) 22 FCR 495
Paul v Pavey & Matthews Pty Ltd (1985) 3 NSWLR 114
Pavey & Matthews Pty Ltd v Paul (1987) 162 CLR 221
Peters (WA) Ltd v Petersville Ltd (2001) 181 ALR 337
Port Kennedy Resorts Pty Ltd v Huat [2000] WASCA 328
Ram Coomar Coondoo v Chunder Canto Mookerjee (1876) 2 App Cas 186
Re Australian Elizabethan Theatre Trust; Lord v Commonwealth Bank of Australia (1991) 102 ALR 681
Re Daniel Efrat Consulting Services (in liq) (1999) 30 ACSR 640
Re Vassis; Ex parte Leung (1986) 64 ALR 407
Reynell v Sprye (1982) 1 De GM & G 660
Roux v Australian Broadcasting Commission [1992] 2 VR 577
Salomon v A Salomon & Co Limited [1897] AC 22
Schokker v Commissioner of Taxation of the Commonwealth of Australia (2000) 106 FCR 134
South Australian Management Corporation v Sheahan (1995) 16 ACSR 45
Spincode Pty Ltd v Look Software Pty Ltd [2001] VSCA 248
SWB Family Credit Union Ltd v Parramatta Tourist Services Pty Ltd (1980) 48 FLR 445
Thai Trading Co (a firm) v Taylor [1998] QB 781


(Page 5)

Thompson v Australian Capital Television Pty Ltd (1996) 186 CLR 574
Torkington v Magee [1902] 2 KB 427
Trendtex Trading Corporation v Credit Suisse [1982] AC 679
Wentworth v De Monfort (1988) 15 NSWLR 348
Wild v Simpson (1919) 2 KB 544
Woodings v Stevenson (2001) 24 WAR 221

(Page 6)

1 MURRAY J: There are two applications before the Court to stay further proceedings in this action. The application by the first defendant, Mrs Siglin, is brought on the ground that, "the action is being maintained by a party with no legitimate common interest with the plaintiffs, or at all; and is an abuse of the processes of the Court". The other application is by the third defendant. It is also for a permanent stay of the action by the plaintiffs. The application does not set out any ground upon which the stay is sought, but it was in fact grounded in the same way as the application brought by Mrs Siglin.

2 This case is being managed in the expedited list for reasons to which I need not here refer. It is very desirable, therefore, that it be heard and determined with the utmost expedition. These applications took a full day to hear. My judgment has been delayed by the need to surmount a veritable avalanche of paper. Mrs Siglin relied on six affidavits. Some were long with numerous exhibits. The third defendant relied only upon one, sworn by an articled clerk in the office of his solicitors, but, of course, his application followed in time and was, in a sense, dependent upon the application by Mrs Siglin. There was no similar application or appearance by the second defendant, Mrs Siglin's son David. The plaintiffs have judgment against him, in respect of which judgment there has been an unsuccessful appeal.

3 The substantial culprits in relation to the quantity of paper placed before the Court were the plaintiffs, whose solicitors seemed to me to have exercised very little discrimination or focus in relation to the material advanced on their behalf. On my count, they relied upon no less than 18 affidavits, some of very considerable length with numerous exhibits annexed. The affidavits attracted numerous objections to the admissibility of portions of them. In an endeavour to complete the hearing of the applications in a day I limited the time available to counsel for oral presentations. I therefore discouraged argument in support of and in opposition to the objections taken by the defendants to the plaintiffs' affidavits. I assured counsel that I would have regard to those objections when reading the documents and that I would be alert to ensure that I did not place weight upon parts of the affidavits which I concluded were objectionable. I have honoured that undertaking, but in order to keep these reasons to a manageable length I do not propose to discuss the objections in any detail, nor indeed, for the same reason, do I propose to refer at any length to the affidavit material generally.

4 Included in the bundle were affidavits sworn by five of the plaintiffs on behalf of practically all of them, including some said to be too ill to go



(Page 7)
    into evidence on their own account. These affidavits attracted numerous objections to which I have had regard. The affidavits are concerned to establish that the plaintiffs variously themselves engaged their present solicitors. They initially funded the litigation, including as respondents to an appeal to which I shall come shortly. Some have been able to pay the costs and disbursements thus incurred; others have not. All have entered into an agreement with Insolvency Litigation Fund Pty Ltd ("ILF") to enable their action to continue. They say that they could not have continued to obtain legal assistance were it not for the funding agreement entered into. In no case do they provide any evidence to support that conclusion. It seems to me that their affidavits have little relevance to the present applications; perhaps only to discretionary aspects of the grant of a stay if it should become necessary to consider such matters.

5 It appears that the plaintiffs are all elderly folk who have had capital to invest. Although some are working, the majority say they have depended to a substantial extent upon the returns on their investments to support them. Mrs Siglin is also an elderly widow. Indeed, as I write this, she is aged 79. She has no great education or work experience. She has carried out some unpaid secretarial work for her son David who, it seems, was involved, perhaps in partnership with another, in a business developing and marketing computer programmes. It was put to me, with some justification, that she may be seen to be as much a victim in the context of this litigation as the plaintiffs. It may be so, but that is not relevant for present purposes.

6 In 1998 the 11 plaintiffs came into contact with a mortgage broker, one Fermanis. He separately invited them to contribute to a pool of funds. $400,000 was raised. The money was to be loaned to Mrs Siglin and her son on the security of a first mortgage over a unit in South Perth which Mrs Siglin owns and which is her home. The home unit was already mortgaged to a bank. It appears that the money raised by that mortgage had also been provided by Mrs Siglin to her son for use in his business activities.

7 The $400,000 thus raised was disbursed as to $38,000 in the payment of pre-paid interest. Just under $73,000 went to discharge the existing mortgage to the bank. There was a brokerage fee of $40,000 and other taxes, charges, legal and other costs left a balance of just over $245,000 which was, although nominally paid to Mrs Siglin, in fact paid to her son by a cheque dated 20 May 1998.


(Page 8)

8 The writ was issued on 30 April 2001. The plaintiffs sued Mrs Siglin and David. More recently they have joined the third defendant who was the solicitor who prepared and had executed the mortgage given by Mrs Siglin with her son as guarantor. He had executed the mortgage and was bound by its terms. The claim to recover moneys due under the mortgage is for an amount continually increasing by reason of interest charges, but, in any event, said to exceed the value of Mrs Siglin's unit.

9 The third defendant, now joined in the action, was the solicitor instructed to prepare and have executed the mortgage. In essence, the plaintiffs' claim against the solicitor is that he acted negligently in his involvement in the completion of the transaction in breach of a duty of care owed to the plaintiffs as their solicitor, because of the risk to which the agreement exposed them. Mrs Siglin has a counterclaim against the plaintiffs and she seeks to set at nought the mortgage security on the ground of the plaintiffs' unconscionable conduct by their solicitor in failing to ensure that Mrs Siglin obtained independent advice before she gave the mortgage.

10 Before Mr Hayles was joined as third defendant the plaintiffs applied for summary judgment against Mrs Siglin and her son. They succeeded before a Master of the Court on 31 August 2001. Both defendants appealed. That brought by Mrs Siglin was heard on 19 November 2001 and judgment was given on 1 February 2002: Siglin v Choules & Ors [2002] WASCA 9. As I have indicated, the appeal succeeded. That brought by the second defendant was subsequently dismissed for want of prosecution on 11 February 2002, by which date the action had been entered into the expedited list. It has now proceeded to the point where it has been entered for trial and is substantially ready to be heard, subject only to this application and, as I understand it, the resolution of some outstanding question in relation to a matter of specific discovery.

11 A Court has inherent jurisdiction to stay an action on the ground of abuse of process, although that is a course only to be taken in an exceptional or extreme case, particularly where a permanent stay is sought. In this case the stay which is sought would be pending the continuation of the present arrangements for funding the litigation and, as I have indicated, although there is some evidence that a stay of that kind would effectively prevent the plaintiffs from pursuing their action, it is not abundantly clear that that would be so and there is a possibility that the action might be funded in another way which would not attract the concern of the defendants and would certainly not attract the concern of the Court.


(Page 9)

12 I speak of the litigation fund which the Legal Aid Commission established to provide legal assistance for investors to pursue claims against borrowers and their finance brokers and professional advisers. The Legal Aid Commission has established a fund known as the "Finance Brokers Litigation Fund". There are means and merit criteria applicable when assessing applications, but at this juncture the most serious difficulty would be that applications were required to be lodged by 14 September 2001. When an inquiry was made on behalf of the third defendant to ascertain whether applications might still be made successfully, the Commission's solicitor primarily responsible for the administration of the scheme said that although such an application would be "very, very late", the Commission "would look at it". To my mind, there is no indication upon which I might rely that this alternative source of funding is still available in practical terms.

13 The grant of a stay in this case must therefore be seen as a measure which would certainly have an immediate effect of halting the plaintiffs' capacity to pursue the litigation and, according to their protestations, would do so permanently. Although not persuaded that that would be the case for all the plaintiffs, I ought to proceed, I think, upon the basis that the position is sufficiently uncertain that I should only grant a stay if, in my view, the circumstances clearly warrant it.

14 The grounds upon which the stay of proceedings may be granted are not closed. They may generally be described as cases "in which the processes and procedures of the court, which exist to administer justice with fairness and impartiality, may be converted into instruments of injustice or unfairness": Walton v Gardiner (1993) 177 CLR 378, 393. That case followed the early decisions of the High Court in Jago v District Court of New South Wales (1989) 168 CLR 23 and Williams v Spautz (1992) 174 CLR 509. The latter was a case where proceedings were held to have been brought for an improper purpose, not to prosecute them to a conclusion and to obtain a remedy provided by the law, but to use the proceedings as a means of obtaining a collateral advantage beyond that which the law offers. It was held that a stay was properly granted in that case, even though nothing improper had been done in the course of the proceedings and even though the party stayed should be taken to have a prima facie case to pursue.

15 In Walton examples given included where the proceedings were seen to be foredoomed to fail, where the court in which they are brought is clearly an inappropriate forum, where the proceedings seek to litigate anew a case which has already been disposed of and matters of that kind.



(Page 10)
    However, the Court made it clear that the remedy of a stay might be available wherever the Court is satisfied that the continuation of the proceedings would involve unacceptable injustice or unfairness, and such cases were certainly not limited to those where the proceedings were brought for an improper collateral purpose. In this case the defendants rely upon the unfairness which they say is inherent in their exposure to litigation funded and maintained by what is asserted to be a champertous agreement. In a proper case such an agreement might constitute good grounds for staying a piece of litigation: cfIn re Oasis Merchandising Ltd [1998] Ch 170.

16 I should commence by considering the present day concept of champerty, upon which the applicants rely. Champerty is a form of maintenance. Both concepts are creatures of the common law. They are of very respectable antiquity, but being doctrines of the common law, they have evolved over time. In In re Trepca Mines Ltd (No 2) [1963] Ch 199 at 219 - 220 Lord Denning MR said:

    "Maintenance may, I think, nowadays be defined as improperly stirring up litigation and strife by giving aid to one party to bring or defend a claim without just cause or excuse. … Champerty is derived from campi partitio (division of the field). It occurs when the person maintaining another stipulates for a share of the proceeds. The reason why the common law condemns champerty is because of the abuses to which it may give rise. The common law fears that the champertous maintainer might be tempted, for his own personal gain, to inflame the damages, to suppress evidence, or even to suborn witnesses."

17 To maintain another in litigation for a share of the proceeds will not constitute champerty unless the maintenance is of a kind which would attract the interference of the common law, whether as a crime or as a tort. That will not be so unless the litigation is improperly stirred up, because maintenance was a concept developed to protect the system of justice administered by the courts from abuse. Therefore, to support another in litigation for a proper motive will not constitute maintenance. Such a motive might simply be to support another in the capacity to pursue a legitimate claim, particularly where there is a statutory or other legitimate interest, which is not derived from any agreement to provide the maintainer with a share of the proceeds of the litigation.
(Page 11)

18 There are many examples of conduct which will not attract the interest of the common law. Common examples include the activities of insurers, the provision of funding by trade unions or professional associations, the actions of those to whom a chose in action is lawfully assigned or who exercise statutory authority under corporations law or insolvency laws and the activities of lawyers who provide their services pro bono or who forbear to render bills of their costs until their client has the means to pay, provided, of course, in the latter case that the legal practitioner does not breach s 63(1) of the Legal Practitioners Act1893 (WA) which prohibits the purchase by a practitioner of an interest in litigation and an agreement by a practitioner for payment of a fee only in the event of success in litigation.

19 I digress to observe that the defendants' arrangements with their solicitors, as discussed in the various submissions made to me, seem to me to have no relevance to the defendants' applications for stays of the proceedings brought by the plaintiffs, but, in any event, I can see nothing in them which carries any implication of maintenance or champerty. For Mrs Siglin it is said that she is supported by the "forbearance" of her solicitors and for Mr Hayles it is said that he is supported by the Law Society's professional indemnity insurance scheme conducted pursuant to the Legal Practitioners Act, s 85, and the relevant regulations. I certainly do not propose to enter into any consideration of the lawfulness of that scheme, having regard to the provisions of the Insurance Act 1973 (Cth) and s 109 of the Commonwealth Constitution.

20 Whatever may have been the position prior to the enactment of the Criminal Code (WA), it is clear that since that enactment neither maintenance, nor that form of it which would constitute champerty, are crimes in this jurisdiction. The former common law offences have been replaced in their criminal manifestations by offences within ch 16 of the Code relating to the administration of justice, including such conduct as suborning justices and witnesses, fabricating and destroying evidence and the forms of conspiracy or attempts to pervert or defeat the course of justice.

21 The tort, however, would seem to be still in existence in this jurisdiction. In Newton v Gapes (1910) 12 WALR 86 the existence of the tort in respect of which, if damage was caused, an action could be brought was upheld. At 89 McMillan J, with whom Parker CJ and Rooth J agreed, said of champerty that it was the species of maintenance "most commonly found in modern times". Speaking before the enactment of the Criminal



(Page 12)
    Code, his Honour mentioned that the criminal law was at one time applied with great severity, but continued:

      "In modern times we only hear of it in civil actions; there is nothing to suggest that the law which is to be applied to civil proceedings has in any way fallen into disuse. … The cases proceed upon the real object and policy of the law, which … is to repress 'the traffic of merchandise in quarrels, of huckstering in litigious discord'. Of course, the Courts have not only disallowed transactions which would have fallen within the old definitions of maintenance and champerty, but even those which, as the phrase runs, savour of maintenance - if the transaction tends to the same kind of mischief which has always been aimed at by the law."
22 I am content, of course, to accept that binding statement of the law and it follows that an agreement which savours of maintenance or which is, frankly, champertous is one which is illegal, as being contrary to public policy. Subject to the ordinary rules governing such cases, a champertous agreement will be unenforceable and the party which might otherwise have had the benefit of it will not be able to sue upon it to recover the share of the proceeds agreed upon. That public policy consideration continues to be the relevance of maintenance and champerty, even in those jurisdictions where both the criminal offence and the tort have been abolished, eg, in the UK in 1967 and in NSW, Vic and SA, at least, of the various Australian jurisdictions: Stocznia Gdanska SA v Latreefers Inc [2000] EWCA Civ 36; 9 February 2000 per the Court of Appeal at [59].

23 It was held that the tort of maintenance and champerty is not actionable per se, but requires loss or damage before the cause of action is made out. In Magic Menu Systems Pty Ltd & MMS Franchising Pty Ltd v AFA Facilitation Pty Ltd, Janus Kobble Creek Pty Ltd & Simon (1997) 72 FCR 261 the Full Court of the Federal Court discussed maintenance and champerty at 267 - 269. What I have written thus far is, I think, consistent with their Honours' discussion of the law. Their Honours noted the expression of views to the effect that the tort of maintenance, and particularly that version of it known as champerty, might now be regarded as obsolete, given the Court's power to regard agreements of the character mentioned as being contrary to public policy and, therefore, unenforceable and given the power to control, by the remedy of a stay, the pursuit of litigation in a manner which makes it an instrument of oppression and unfairness, or has a real tendency to do so. Their Honours observed that these days, "Concerns expressed earlier this



(Page 13)
    century, as to the potential for the maintenance of actions to give rise to an increase in litigation, might now be considered of lesser importance than the problems which face the ordinary litigant in funding litigation and gaining access to the Courts." Their Honours referred to the unsatisfactory situation wherein the tort has been abolished in some Australian jurisdictions but not in others. They observed that they were not to be taken as questioning the court's willingness to act "where an abuse of process has occurred, or is likely to".

24 That theme was taken up recently by the Full Court of the Federal Court in Gore v Justice Corp Pty Ltd (2002) 189 ALR 712 when, at 733 [59], their Honours remarked:

    "There are ongoing concerns about the high costs of litigation; there are risks that citizens with justifiable causes of action may be kept out of courts because of their inability to pay the costs of litigation or because they fear the financial risks of litigation. If, in such circumstances, a business house, openly and reasonably, wishes to engage in the business of funding litigation and is prepared to meet the costs of the opposing party should that party be successful, we see no cause for instant alarm. The cases, particularly the English cases that we have reviewed, have shown for some years now, a receding tide in the torts of maintenance and champerty."

25 I am indebted in the researches which have led me to write the above to the judgments of Templeman J in Bandwill Pty Ltd v Spencer-Laitt (2000) 23 WAR 390 and, most recently, to the judgment of Scott J in Treacy v Rylestone Pty Ltd [2002] WASC 178; 4 July 2002. I have, I think, written nothing inconsistent with any part of those judgments.

26 In particular, neither of their Honours was moved by the facts of the cases before them to grant a stay. There is little, I think, as will appear, to distinguish Treacy from this case, and Scott J took the view that although, as his Honour put it at par 74, "There is a prima facie case that the litigation lending agreement is tainted with champerty in this case," his Honour declined to grant a stay on the ground that nothing appeared which showed that there was in fact any feature of the litigation which made its continuation unjust or oppressive or involved an abuse of process such as to require that the proceedings be stayed.

27 It is important to remember that the grant of a stay is a matter of discretion and a stay will not be granted except in the most exceptional



(Page 14)
    case. In Freehill Hollingdale & Page v Bandwill Pty Ltd [2000] WASCA 150 the Full Court so held and expressed its conclusion at [25] in this way:

      "It must, we think, be borne in mind that there is a distinction between a finding that a champertous agreement, or one providing for maintenance of an action, is against public policy and therefore unenforceable as between the parties to it, and a finding that an action which has been funded pursuant to the terms of an agreement of that kind is an abuse of process. A finding of the first kind should by no means automatically result in a finding of the second kind. The question whether a particular action has been brought, or is being continued, in abuse of the Court's process is one which depends upon all of the material circumstances, of which the fact of maintenance or champerty may be only one."
28 In Bandwill Pty Ltd v Spencer-Laitt, at 403 [97], Templeman J said:

    "Given the reluctance of the courts to pre-judge in satellite or interlocutory proceedings, an issue which does not afford a substantive defence in any event, it seems to me that an applicant for a stay must demonstrate that the circumstances so clearly give rise to an abuse of process as to make that proposition almost unarguable."

29 To my mind, in that passage his Honour was doing no more than emphasise the exceptional nature of the remedy of a stay and the clarity of the case which must be demonstrated before it was granted in the exercise of the court's discretion. It follows also that, as was held in Freehill at [30], to the extent that the decision in Carob Industries Pty Ltd v Simto Pty Ltd, unreported; SCt of WA (Anderson J); Library No 970692; 11 December 1997 may be taken as authority for the proposition that a stay would be ordered by the court merely upon the establishment of the champertous nature of the arrangements to fund the litigation, it should not now be followed.

30 I would summarise my conclusions in the following way: maintenance is the improper support or promotion of litigation. There would seem to be no closed category of cases where relevant impropriety of that kind might be established, but maintenance will not lie merely in the support of litigation for a party by a stranger to the litigation. It will lie in some wrongful intermeddling, some interference with the processes



(Page 15)
    of the courts, some oppression or attempt at a collateral advantage. Champerty is the employment of such impropriety for a share of the spoils by way of reward. In a grave or clear case such an arrangement may amount to an abuse of the processes of the court of sufficient gravity by reason of the unfairness or injustice involved, to warrant a stay of the proceedings, at least until the abuse is remedied, even in a case where it is recognised that the plaintiff has a legitimate claim which may be stifled, even permanently, by the grant of a stay.

31 Is this then a case requiring the provision of that remedy? I have mentioned that the plaintiffs had instructed their present solicitors in the ordinary way and had pursued the litigation up to the point of the Full Court decision in February 2002, after which they sought to take advantage of funding provided by a company called ILF.

32 However, prior to that, on 31 July 2001, the solicitors had already entered into an agreement with the parent company of ILF, known as Insolvency Management Fund Pty Ltd, but to which, for ease of reference, I shall refer as ILF. By that agreement, ILF had retained the solicitors to represent clients who had engaged that company "to assist with recovery of debts and investigation and recovery of losses associated with investments made through finance brokers". The terms of engagement were those commonly applied by the solicitors with variations, including a reduction of 20 per cent in the solicitors' standard professional fees initially. However, when ILF has recovered its costs and expenses incurred, then from the time when the solicitors commenced to act in a particular matter the fees payable would be adjusted retrospectively to 25 per cent above the standard rates. ILF assumes the responsibility to pay the solicitors' professional costs and disbursements, but is entitled to reimburse itself from moneys successfully recovered on behalf of the client.

33 Importantly, in the context of this tripartite arrangement between the solicitors, the client and ILF, ILF is described as the client's agent. The client retains the sole entitlement to give instructions to the solicitors, including for the settlement or discontinuance of claims. The arrangement is clearly one whereby the client receives the benefit that there is no liability to pay anything either to ILF or the solicitors, except out of moneys recovered, although they retain the capacity to control the litigation and its progress and to instruct the solicitors as required. On the other hand, in a case where the costs and disbursements of the solicitors and ILF is exceeded by recovery, a substantially increased rate of calculation of the solicitors' costs is applied. It is of no moment, for



(Page 16)
    present purposes, to consider how that agreement might stand in the context of s 63(1) of the Legal Practitioners Act.

34 The critical document, for present purposes, is the funding agreement entered into by each of the plaintiffs with ILF in respect of the recovery of the claimed mortgage debt of $400,000, interest and legal costs, all collectively described by the document as the debt claimed by the client, in respect of which it is recited that the client, described as the appointor:

    "… wishes to appoint ILF to collect the Debt, to investigate the facts and circumstances surrounding the Debt and the Transaction and to receive any monies agreed or adjudged to be due to the Appointor in relation to the Debt and/or the Transaction."

35 In the recitals to the agreement, but nowhere in its operative parts, there is a reference to a separate agreement made by ILF with the Real Estate Consumer Association Inc to retain the services of the Association to assist ILF with its work under the agreement on the basis that ILF will pay the Association $30 per hour and one-seventh of its commission and fees. As set out in cl 9 of the agreement, they are to be paid from and up to the limit of the amount collected or received by the client. The client is to reimburse actual out-of-pocket expenses, the professional costs and disbursements to be paid by ILF to the solicitors and a fee of 35 per cent of the monies collected or received. In effect, therefore, the Real Estate Consumer Association is to be paid what seems to me to be a potentially handsome fee in excess of 5 per cent of the monies collected or received by ILP over and above the charge of $30 per hour for its work to assist ILF.

36 There is an affidavit filed on behalf of the plaintiffs by a Ms Brailey who deposes that she is the president of the Association. She gives the background of the formation of the Association which, she says, was:


    "… formed as a support group for those who had suffered substantial loss as a result of dishonest real estate agents, settlement agents, valuers and other persons who held licences to operate in industries related to real estate."

37 Presumably the dishonesty of which she speaks refers to a judgment made by her Association. She then discusses her contact and arrangements with the plaintiffs' present solicitors and there is general discussion of difficulties in funding litigation.
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38 She discusses her introduction to a Mr McLernon who, in affidavits filed on behalf of the plaintiffs, is described as the managing director of ILF. She refers to the agreement made with ILF and deposes that her Association "intends to use the funds it receives to carry on operations as a community watchdog and support group for persons who suffer loss from dishonesty or improper practices". It appears that Ms Brailey does all the work for which her Association is contracted. She says she answers queries from clients of ILF. She provides information to them. She assists ILF to obtain documents from them. She reports to them on the progress of litigation and she provides information relevant to its work to ILF, particularly "relating to the conduct of finance brokers".

39 The third defendant was particularly critical of the involvement of this Association in the manner described. He described it as third-line forcing in breach of s 47(6) of the Trade Practices Act 1974 (Cth). Counsel submitted that the plaintiffs have not been offered any choice about the involvement of this organisation. Certainly that is right if they wish to retain the services of ILF, but it is ILF which has contracted with and pays the Association, not the plaintiff. There is no need to examine the issue under the Trade Practices Act to which counsel adverts. It is of no moment, for present purposes, whether ILF gets value for money out of its use of Ms Brailey's services on behalf of the Association and I can see nothing in her involvement which would invest the contractual arrangement between ILF and the plaintiffs with a champertous character. It seems to me that the involvement of the Association is irrelevant to the question of the grant of a stay of proceedings.

40 So far as the funding agreements between the plaintiffs and ILF are concerned, their principal features are that ILF is appointed "irrevocably" "as a debt collector to collect the debt from the debtor" or any other person who has indemnified the plaintiff or guaranteed payment of the debt "and to collect or receive payment" of any judgment debt which may arise or any sum payable by way of a settlement: cl 2.1. Further, by cl 2.2 the plaintiffs "irrevocably" appoint ILF as an inquiry agent to carry out investigations, gather and prepare evidence, provide evidence to the solicitors and to give viva voce evidence for the plaintiff as and when required by the solicitors to do so. There are provisions for payment and accounting if IFL shall terminate either or both of these appointments.

41 ILF is a licensed debt collector under the Debt Collectors Licensing Act 1964 (WA). A "debt collector", as defined by s 3 of that Act, is a person or corporation:



(Page 18)
    "… who on behalf of any other person and for or in expectation of any gain, fee or reward whatever, by whomsoever paid or payable and either on his own account or in conjunction with another, carries on the business of collecting, requesting or demanding payment of debts or who advertises or notifies that he carries on that business."

42 In passing, I observe that a debt in this statutory context must mean a debt which is claimed and not simply one which is established to be owing by a court order. Further, in the context of this definition, to collect a debt so claimed is to get it in or receive payment of it. A debt collector is entitled to charge a fee for so doing or, rather, by s 13, is not entitled to recover or retain any remuneration for or in respect of any service performed as a debt collector unless he is licensed. Clearly a debt collector may provide services and enter into transactions in the course of business, but, in my opinion, there is nothing in the Debt Collectors Licensing Act or the regulations made thereunder to support the submission made for the plaintiffs that the licence of ILF as a debt collector permits it "to fund litigation for remuneration calculated as a percentage of the amount recovered", if by that submission it is suggested that there is statutory authority for the entry into a champertous agreement. A debt collector may not be involved in performing any legal service or in legal proceedings within the meaning of s 76 and s 77 of the Legal Practitioners Act and the Debt Collectors Licensing Act does not contain any provisions which would exempt a debt collector from the application of those sections under s 77A of that Act.

43 Reliance was also placed for the plaintiffs on the fact that ILF is a licensed inquiry agent under the Security and Related Activities (Control) Act 1996 (WA) in the same way. Under s 27 of that Act an inquiry agent is a person who supplies the services of investigators and, by s 28, an "investigator" is defined as a person who for remuneration conducts investigations into the conduct of individuals or bodies corporate or the character of individuals, who performs surveillance work in that regard, or who undertakes investigations concerning missing persons. Having considered the provisions of that Act, again I can see nothing which supports the proposition that there is statutory authority for an inquiry agent to enter into a champertous agreement. These pieces of legislation delineate the legitimate business activities of ILF for which it may properly charge. They would not extend to improper intermeddling in legal proceedings or their wrongful maintenance for reward in the form of a share of the proceeds.


(Page 19)

44 I have mentioned the terms of pars 2.1 and 2.2 of the funding agreements. They describe the proper role of ILF in support of recovery processes, including by litigation for which ILF may charge its fees, and such matters are also described in cl 4 of the agreements. I have mentioned that under cl 9 out of moneys collected or received ILF is entitled to have reimbursed actual out-of-pocket payments, the funding costs provided to the solicitors and 35 per cent of the monies recovered by whatever means to the extent that those monies are sufficient to sustain the making of such payments.

45 The defendants' substantive submissions centre on the following provisions of the agreements: I have mentioned cl 5. Under it ILF is to bear and pay the cost of all investigations and evidence-gathering activities. It is to pay the solicitors the costs incurred in relation to legal work done. Clause 5.3 provides that the solicitors will be retained by the plaintiffs, but will be paid directly by ILF upon invoices being rendered by the solicitors. ILF is to pay the taxed costs of any other party successful in litigation brought by the plaintiffs. They are to provide any security for costs ordered by the court. By cl 6, ILF is to receive from the solicitors monthly reports on the progress of any litigation commenced and negotiations carried out in relation thereto. ILF is to have access to the solicitors' file and it is to be advised immediately by the solicitors when there is any proposal for settlement.

46 Settlement of litigation is dealt with expressly under cl 10 which makes it clear that the decision about settlement is that of the client, the plaintiffs, but ILF is to be advised and must promptly advise the plaintiffs whether it considers the amount of the proposed settlement and its terms to be adequate. The settlement is to proceed if ILF accepts the adequacy of the settlement. If it disputes the adequacy of the offer, then unless the clients accept that, the solicitors will appoint senior counsel of their choice to determine whether the settlement offer is adequate. Where the client wishes to settle for a figure which is not accepted by ILF or which is in the opinion of the senior counsel inadequate, the settlement may proceed, but in that case there is a penalty. ILF's final fee to be paid out of the monies received by way of settlement rises from 35 per cent to 45 per cent.

47 All monies received are to be paid to ILF under cl 3 of the agreements. It is to pay first its costs of investigation and the solicitors' costs. Thereafter it may deduct its 35 per cent or 45 per cent from the balance and any balance remaining is to be paid to the client. I think that whether the plaintiffs would be well advised to think that the funding



(Page 20)
    agreement provides them with a good bargain or not, is not to the point in these proceedings.

48 The question is whether, as the funding arrangements are agreed and those contracts are to be performed, the proceedings against the defendants by the plaintiffs are, because of the taint of champerty or otherwise, rendered so unfair or unjust that they should be stayed indefinitely until some other funding arrangement which would not attract the concern of the court is entered into.

49 A particular matter relied upon by the first defendant to demonstrate the impropriety of the involvement by ILF in the conduct of the litigation is that one of its employees, a Mr Dyball, initially swore an affidavit of discovery on behalf of the plaintiffs although not a party. I do not find that to be particularly persuasive as a ground for the exercise of the discretion to stay.

50 As to the funding arrangements themselves, as I have said, there is little to distinguish them in their essential elements from those considered by Scott J in Treacy. His Honour did not find them to be champertous in their form or in the actual or potential performance of the agreements and his Honour found no basis for the grant of a stay. I take the same view.

51 I go a little further than Scott J. It seems to me that the funding arrangements in this case are not champertous in the sense in which that term is now understood by the law. Certainly the litigation is funded by ILF, but that alone will not make for improper maintenance of the character described as "champerty". There needs to be a wrongful element which would enable what is being done or what is to be done to be characterised as tortious. There needs to be some wrongful intermeddling for a share of the proceeds by the stranger to the litigation. I see nothing of immediate concern in the engagement of ILF in a debt collecting and investigatory role, nor, as I have said, do I see anything to cause concern in the involvement in the manner described of Ms Brailey. The agreements do not entitle ILF to give instructions to affect the course of the litigation. Indeed, in my opinion, the solicitors may not receive instructions from that source, but only from the plaintiffs. That is so even in relation to the issue of achieving settlements in respect of which ILF has a clear involvement. There will be a cost impediment to the plaintiffs pursuing a settlement against the wishes of ILF and against the advice of senior counsel, but that alone appears to me to provide no reason to halt the litigation.


(Page 21)

52 As to the funding arrangements themselves, I respectfully agree with Scott J. ILF themselves may earn a success fee if the recovery exceeds the stipulated level. Further, the variation upwards in the rate at which the solicitors charge their professional costs may increase the cost of the provision of their professional services, but the process of increasing fees in the circumstances described may not, I think, ground a stay. The worth of the client's retainer of the solicitors and the cost of the involvement of ILF may ultimately prove to be so substantial as to considerably reduce, if not entirely consume, any recovery by the plaintiffs, but it seems to me that it is a matter for their judgment to determine the worth of the arrangements to them.

53 I must say that I find the arrangements which have been made to be undesirable. I make no comment on the capacity of the solicitors to recover the fees which may ultimately be charged. I merely conclude that the particular fee structure involving the solicitors, ILF and Ms Brailey does not seem to me to provide a ground upon which the grave step of the grant of a stay should be taken. The litigation is undoubtedly a genuine claim on the part of the plaintiffs. It would be a grave step indeed to make an order which would substantially interfere with their capacity to pursue their action, at least pending the making of different arrangements to secure their legal representation. From the point of view of both the solicitors and ILF the enterprise is of a frankly commercial character. Although not noticeably altruistic, it does not seem to me to be of a kind which would make the pursuit of the action unjust or unfair from the point of view of the defendants. Their application for a stay is dismissed.


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Cases Citing This Decision

5

Taylor v Hobson [2016] QSC 226
Cases Cited

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Statutory Material Cited

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Siglin v Choules [2002] WASCA 9
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