EQX

Case [2019] NSWCATGD 30


NSW Civil and Administrative Tribunal


New South Wales

Medium Neutral Citation: EQX [2019] NSWCATGD 30
Hearing dates: 13 December 2019
Date of orders: 13 December 2019
Decision date: 13 December 2019
Jurisdiction:Guardianship Division
Before: R H Booby, Senior Member (Legal)
Dr M A Martin, Senior Member (Professional)
M L Williams, General Member (Community)
Decision:

Guardianship

 

The application is dismissed because NKX has withdrawn the application and the Tribunal consents.

 

Financial Management

 

1. The estate of EQX is subject to management under the NSW Trustee and Guardian Act 2009 (NSW).

 

2. NKX of [Address removed for publication.] is appointed as the financial manager of the estate.

 NOTE: The financial manager is not authorised to deal with the estate (other than to protect the assets) until she has obtained all necessary authorities from the NSW Trustee and Guardian.
Catchwords:

GUARDIANSHIP – application for a guardianship order – request to withdraw application for a guardianship order – consent to withdrawal of application – application withdrawn and dismissed.

  FINANCIAL MANAGEMENT – application for a financial management order – best interests of the subject person – need for financial situation to be clarified – need for care costs to be met – suitability of financial manager – whether proposed financial manager has requisite experience – whether conflict of interest exists – financial manager capable of seeking advice – subject person’s affairs not complex – oversight by the NSW Trustee and Guardian – proposed financial manager suitable to be appointed – private manager appointed – order made.
Legislation Cited: s 4 of the Guardianship Act, ss 4, 25M
Cases Cited: Application by AMAM; Re SAM [2011] NSWSC 503
Holt & Anor v Protective Commissioner (1993) 31 NSWLR 227
P v NSW Trustee and Guardian [2015] NSWSC 579
Texts Cited: Nil
Category:Principal judgment
Parties:

001: Guardianship Application
EQX (the person)
NKX (applicant, carer)
Public Guardian

  002: Financial Management Application
EQX (the person)
NKX (applicant, carer)
NSW Trustee and Guardian
Representation: Nil
File Number(s): NCAT 2019/00308777
Publication restriction: Decisions of the Guardianship Division of the Civil and Administrative Tribunal have been anonymised to remove any information that may identify any person involved in the Tribunal’s proceedings (s 65, Civil and Administrative Tribunal Act 2013 (NSW)).

REASONS FOR DECISION

Background

  1. EQX is 77-years-old and lives in an aged care facility in regional NSW. She has a son, NKX and a daughter, UZD.

  2. On 3 October 2019 the Tribunal received applications from NKX seeking the appointment of a financial manager and a guardian for EQX.

The hearing

  1. At the end of these Reasons for Decision are lists of the parties to the application and the witnesses who attended the hearing. [Appendix removed for publication.]

  2. EQX attended part of the hearing but decided to leave during the hearing.

GUARDIANSHIP APPLICATION

What did the Tribunal have to decide?

  1. The questions which had to be decided by the Tribunal were:

  • Is EQX someone for whom the Tribunal could make an order because she has a disability which prevents her from being…

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AGLC
EQX [2019] NSWCATGD 30
Case
[2019] NSWCATGD 30
Decision Date

CaseChat Overview and Summary

The case involved an application for a guardianship order and a financial management order for EQX. The application for a guardianship order was subsequently withdrawn with the consent of the Tribunal, leading to its dismissal. The application for a financial management order was made by NKX, who sought to manage EQX's estate under the NSW Trustee and Guardian Act 2009 (NSW). The key issues before the court were whether the proposed financial manager had the requisite experience, whether there was a conflict of interest, and whether the financial manager was capable of seeking advice. It was determined that EQX's affairs were not complex, and that oversight by the NSW Trustee and Guardian was necessary. The court found that the proposed financial manager was suitable for the role, and thus, an order was made appointing NKX as the financial manager of EQX's estate.

The court examined the necessity of clarifying EQX's financial situation and ensuring that care costs were met. It was concluded that the proposed financial manager had the experience and capability to manage EQX's financial affairs effectively, despite the absence of complex issues. The court was satisfied that there was no conflict of interest and that the financial manager was capable of seeking advice when necessary. The decision to appoint NKX as the financial manager was also influenced by the requirement for oversight by the NSW Trustee and Guardian, ensuring that the management of EQX's estate was conducted appropriately and in their best interests.

Orders

Orders of the court

Guardianship

The application is dismissed because NKX has withdrawn the application and the Tribunal consents.

Financial Management

1. The estate of EQX is subject to management under the NSW Trustee and Guardian Act 2009 (NSW).

2. NKX of [Address removed for publication.] is appointed as the financial manager of the estate.

NOTE: The financial manager is not authorised to deal with the estate (other than to protect the assets) until she has obtained all necessary authorities from the NSW Trustee and Guardian.

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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