Instruments (Enduring Powers of Attorney) Act 2003 (Vic)
Instruments (Enduring Powers of Attorney) Act
2003
| ts | Act No. 75/2003 |
| n | |
| e | |
| m | |
| u | TABLE OF PROVISIONS |
| c |
| o | Section | Page |
1. Purpose 1
| D | 2. | Commencement | 1 |
| ry | 3. | Amendment of Part XI of the Instruments Act 1958 | 2 |
| 4. | New Part XIA inserted in the Instruments Act 1958 | 2 | |
| ta | PART XIA—ENDURING POWERS OF ATTORNEY | 2 | |
| n | |||
| e | Division 1—Introductory | 2 | |
| m | 114. | Interpretation | 2 |
| ia | Division 2—Making an Enduring Power of Attorney | 4 |
| rl | 115. | What is an enduring power of attorney? | 4 |
| a | 116. | Recognition of enduring powers made in other States | |
| P | and Territories | 4 | |
| 117. | When is the attorney's power exercisable? | 4 | |
| d | 118. | When does a donor have capacity to make an enduring | |
| n | power of attorney? | 5 | |
| a | 119. | Appointment of one or more attorneys | 6 |
| n | 120. | Appointment of alternative attorney | 7 |
| o | 121. | Can a person who is insolvent be an attorney? | 7 |
| ti | 122. | Attorney can be head of religious order | 7 |
| la | 123. | What are the formal requirements for making an | |
| enduring power of attorney? | 8 | ||
| is | 124. | Who can sign for the donor? | 8 |
| g | 125. | Who can be a witness? | 9 |
| e | 125A. | What must the witnesses certify? | 9 |
| L | 125B. | Signature and undertaking of attorney required | 10 |
| 125C. | Enduring power of attorney to be a deed | 11 | |
| n |
| a | Division 3—Role of Attorney | 11 |
| ri | 125D. | Requirement to keep records | 11 |
| to | 125E. | Powers of attorney to execute instruments etc. | 11 |
| ic | |||
| V |
i
Section Page Division 4—How is an Enduring Power of Attorney
Revoked? 12 Subdivision 1—Introductory 12
| ts | 125H. | Division not to affect revocation under other laws | 12 |
| n |
| e | Subdivision 2—Revocation by Donor | 13 |
| m | 125I. | Revocation in writing | 13 |
| u | 125J. | Revocation by later enduring power of attorney | 13 |
| c | 125K. Death | 13 |
| o | Subdivision 3—Revocation According to Terms | 14 |
| D | 125L. | According to terms | 14 |
| ry | Subdivision 4—Revocation by Attorney | 14 |
| ta | 125M. | Resignation | 14 |
| n | 125N. Legal incapacity | 14 |
| e | 125O. | Revocation if attorney becomes insolvent | 14 |
125P. Death 15
m
| ia | Subdivision 5—Revocation by Tribunal | 15 |
| rl | 125Q. | Revocation by Tribunal | 15 |
| a | Subdivision 6—Effect of Revocation if More than One | |||
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| a |
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| ti | direction or recommendation | 16 |
125U. Protection for attorney and third persons who are
| la | unaware of invalidity | 17 |
| is | Division 6—Jurisdiction of Tribunal | 17 |
| g | ||
| e | Subdivision 1—General Powers of Tribunal | 17 |
| L | 125V. | Application to Tribunal | 17 |
| 125W. | Who is entitled to notice? | 18 | |
| n | 125X. | General power of revocation of Tribunal | 19 |
| a | |||
| ri | 125Y. | Declaration of invalidity | 20 |
| 125Z. | Further powers of Tribunal | 20 |
| to | 125ZA. Advisory opinions | 21 |
| ic | ||
| V |
ii
Section Page
Subdivision 2—Rehearings 21 125ZC. Application for rehearing 21 125ZD. Parties and notice 22
| ts | 125ZE. Rehearing | 23 |
| n | 125ZF. Effect of first instance order pending rehearing | 23 |
| e | Division 7—General | 24 |
| m | Subdivision 1—Proof of Enduring Power of Attorney | 24 |
| u | ||
| c | 125ZG. Proof of enduring power of attorney | 24 |
| o | 125ZH. Who may certify the copy? | 24 |
125ZI. Proof by certified copy of certified copy 25
| D | 125ZJ. | Other forms of proof not affected | 25 |
| ry | 125ZK. References to enduring powers of attorney | 25 |
| ta | Subdivision 2—Approval of Forms | 26 |
| n | 125ZL. Approved forms | 26 |
| e | Subdivision 3—Regulations | 26 |
| m | 125ZM. Regulations | 26 |
| ia | ||
| rl | Division 8—Transitional | 26 |
| a | 125ZN. Saving for existing enduring powers of attorney | 26 |
| P | 125ZO. Existing powers of attorney from other jurisdictions | 27 |
| 125ZP. Continuation of provisions relating to protected persons | 27 |
| d | 5. | Schedule 13 repealed | 28 |
| n | 6. | New clause 40F in Part 12 of Schedule 1 to the Victorian | |
| a | Civil and Administrative Tribunal Act 1998 | 28 |
40F. Constitution of Tribunal for proceedings 28
| n | 7. | Amendment of Part 12 of Schedule 1 to the Victorian Civil | |
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| 8. |
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| la | ═══════════════ |
| is | ENDNOTES | 30 |
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| c | |
| o | Victoria |
| D | |
| ry | |
| ta | |
| n | No. 75 of 2003 |
| e | |
| m | |
| ia | |
| rl | Instruments (Enduring Powers of |
| a | Attorney) Act 2003† |
| P |
[Assented to 21 October 2003]
d
n
a
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| ti | The Parliament of Victoria enacts as follows: |
| la | |
| is | 1. Purpose |
| g | |
| e | The main purpose of this Act is to amend the |
| L | Instruments Act 1958 to revise the laws relating |
| n | to enduring powers of attorney. |
| a | |
| ri | 2. Commencement |
| to | (1) Subject to sub-section (2), this Act comes into |
| ic | operation on a day to be proclaimed. |
| V | (2) If this Act does not come into operation before |
1 July 2004, it comes into operation on that day.
Instruments (Enduring Powers of Attorney) Act 2003
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Act No. 75/2003
3. Amendment of Part XI of the Instruments Act 1958
| See: Act No. 6279/1958. | (1) In section 104 of the Instruments Act 1958 the |
| ts | Reprint No. 10 | definitions of "enduring power of attorney" and |
| as at | ||
| n | 1 January | "Public Trustee" are repealed. |
| e | 2003. LawToday: | (2) After section 105(2) of the Instruments Act 1958 |
| m |
| dpc.vic. | insert— |
| u | gov.au |
| c | "(3) Except as expressly provided in Part XIA, |
| o | this Part does not apply to enduring powers |
| D | of attorney.". |
| ry | (3) Sections 114 to 118 of the Instruments Act 1958 |
| ta | are repealed. |
| n | 4. New Part XIA inserted in the Instruments Act 1958 |
| e | After Part XI of the Instruments Act 1958 |
| m | insert— |
| ia | |
| rl | 'PART XIA—ENDURING POWERS OF |
| a | ATTORNEY |
| P | |
| d | Division 1—Introductory |
| n | |
| a | 114. Interpretation |
| n | (1) In this Part— |
| o | |
| ti | "approved form" means a form approved |
| la | by the Secretary under section 125ZL; |
| is | "donor" means a person who makes an |
| g | enduring power of attorney; |
| e | |
| L | "enduring power of attorney" means a power of attorney referred to in |
| n | |
| a | section 115; |
| ri | |
| to | |
| ic | |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
"insolvent" means insolvent under administration as that expression is
| ts | defined in the Corporations Act; |
| n | "Public Advocate" means the person |
| e | appointed as the Public Advocate under |
| m | the Guardianship and |
| u | Administration Act 1986; |
| c | "relative" means— |
| o | |
| D | (a) spouse or domestic partner (within the meaning of the Guardianship |
| ry | and Administration Act 1986); |
| ta | or |
| n | (b) son or daughter; or |
| e | |
| (c) mother or father; or | |
| m | |
| ia | (d) brother, sister, half-brother, half- |
| rl | sister, adoptive brother, adoptive |
| a | sister, step-brother or step-sister; |
| P | or |
| d | (e) grandfather or grandmother; or |
| n | |
| a | (f) grandson or granddaughter; or |
| n | (g) uncle or aunt; or |
| o | |
| ti | (h) nephew or niece; |
| la | "Secretary" means Secretary to the |
| is | Department of Justice; |
| g | |
| e | "Tribunal" means the Victorian Civil and |
| L | Administrative Tribunal established by the Victorian Civil and |
| n | |
| a | Administrative Tribunal Act 1998. |
| ri | |
| to | |
| ic | |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
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Division 2—Making an Enduring Power of
Attorney
| ts | 115. What is an enduring power of attorney? |
| n | |
| e | (1) By an enduring power of attorney, an adult person ("donor") may— |
| m | |
| u | (a) authorise one or more persons |
| c | ("attorneys") to do anything on behalf |
| o | of the donor that the donor can lawfully |
| D | authorise an attorney to do; and |
| ry | (b) provide conditions and limitations on, |
| ta | and instructions about, the exercise of |
| n | the power. |
| e | (2) Despite any rule of law to the contrary, an |
| m | enduring power of attorney is not revoked by |
| ia | the subsequent legal incapacity of the donor |
| rl | of the power. |
| a | 116. Recognition of enduring powers made in other States and Territories |
| P | |
| d | |
| n | If an enduring power of attorney is made in |
| a | another State or Territory and complies with |
| n | the requirements of that other State or |
| o | Territory, then, to the extent the powers it |
| ti | gives could validly have been given by an |
| la | enduring power of attorney made under this |
| is | Part, the enduring power of attorney is to be |
| g | taken to be an enduring power of attorney |
| e | made under, and in compliance with, this |
| L | Part. |
| n | 117. When is the attorney's power exercisable? |
| a | |
| ri | (1) A donor may specify in an enduring power |
| to | of attorney a time from which, circumstance |
| in which, or occasion on which, a power is | |
| ic | exercisable. |
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Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
(2) If the enduring power of attorney does not specify a time from which, circumstance in which, or occasion on which, a power
| ts | becomes exercisable, the power becomes |
| n | exercisable once the enduring power of |
| e | attorney is made. |
| m | |
| u | 118. When does a donor have capacity to make |
| c | an enduring power of attorney? |
| o | (1) A donor may make an enduring power of |
| D | attorney only if the donor understands the |
| ry | nature and effect of the enduring power of |
| ta | attorney. |
| n | (2) Understanding the nature and effect of the |
| e | enduring power of attorney includes |
| m | understanding the following matters— |
| ia | (a) that the donor may, in the power of |
| rl | attorney, specify conditions or |
| a | limitations on, or instructions about, the |
| P | exercise of the power to be given to the |
| d | attorney; |
| n | |
| a | (b) when the power is exercisable; |
| n | (c) that once the power is exercisable, the |
| o | attorney has the same powers as the |
| ti | donor had (when not under a legal |
| la | incapacity) to do anything for which the |
| is | power is given subject to any |
| g | limitations or restrictions on exercising |
| e | the power included in the enduring |
| L | power of attorney; |
| n | (d) that the donor may revoke the enduring power of attorney at any time the donor is capable of making an enduring power |
| a | |
| ri | |
| to | of attorney; |
| ic | |
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Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
(e)
that the power the attorney is given continues even if the donor subsequently ceases to have legal
| ts | capacity; |
| n | |
| e | (f) that at any time that the donor is not |
| m | capable of revoking the enduring power |
| u | of attorney, the donor is unable to |
| c | effectively oversee the use of the |
| o | power. |
| D | Note: | It is advisable for the witness to make a written |
| ry | record of the evidence as a result of which the witness considers that the donor understands | |
| ta | these matters. |
| n | 119. Appointment of one or more attorneys |
| e |
(1) A donor may in an enduring power of
m
attorney appoint—
ia
rl
(a) a single attorney; or
| a | (b) 2 or more joint attorneys, or |
| P | |
| (c) 2 or more joint and several attorneys. | |
| d | |
| n | (2) If 2 or more joint attorneys are appointed, all |
| a | the attorneys can act only if they all agree |
| n | and any documents must be signed by all of |
| o | |
| ti | them. |
| la | (3) If 2 or more joint and several attorneys are |
| is | appointed— |
| g | (a) all the attorneys can act together if they |
| e | all agree and any documents can be |
| L | signed by all of them; or |
| n | (b) any of the attorneys can act and sign |
| a | |
| ri | documents together or alone. |
| to | (4) An attorney must be at least 18 years old. |
| ic | |
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Instruments (Enduring Powers of Attorney) Act 2003
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120. Appointment of alternative attorney
(1) A donor may in an enduring power of
| ts | attorney appoint an adult person as an |
| n | alternative attorney for a person appointed as |
| e | attorney. |
| m | (2) An alternative attorney may act as attorney |
| u | under the enduring power of attorney only in |
| c | the event of the death or during the period of |
| o | the absence or legal incapacity of the |
| D | attorney for whom the alternative attorney is |
| ry | appointed. |
| ta | 121. Can a person who is insolvent be an |
| n | attorney? |
| e | A person is not eligible to be appointed as an |
| m | attorney under an enduring power of attorney |
| ia | |
| rl | if the person is insolvent. |
| a | 122. Attorney can be head of religious order |
| P | (1) A person who is a member of a religious |
| d | order may appoint the person who is the |
| n | holder of the position of Victorian head of |
| a | that order or the head of a local chapter of |
| n | that order in Victoria as the attorney under |
| o | |
| ti | an enduring power of attorney. |
| la | (2) If an attorney is appointed under an enduring |
power of attorney in accordance with sub-
| is | section (1), the person who is from time to |
| g | time the holder of the position of Victorian |
| e | head of the religious order or head of the |
| L | relevant chapter of the order is deemed to be |
| n | the attorney appointed under that enduring |
| a | |
| ri | power of attorney. |
| to | |
| ic | |
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Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
123. What are the formal requirements for making an enduring power of attorney?
| ts | (1) An enduring power of attorney must be in | ||
| n | the approved form. | ||
| e |
| ||
| m | Secretary to the Department of Justice under | ||
| u | section 125ZL. | ||
| c | (2) An enduring power of attorney must be | ||
| o | signed— | ||
| D |
(a) by the donor of the power; or
| ry | (b) by direction, and in the presence, of the |
| ta | donor of the power, by an eligible |
| n | person. |
| e |
(3) The power of attorney must be signed and
m
| ia | dated by 2 adult witnesses in the presence of |
| rl | the donor and each other. |
| a | (4) The witnesses must be in accordance with |
| P | section 125. |
| d | (5) The enduring power of attorney must contain |
| n | a certificate signed by each witness in |
| a | accordance with section 125A. |
| n | |
| o | 124. Who can sign for the donor? |
| ti | A person is eligible to sign an enduring |
| la | power of attorney for the donor if the |
| is | person— |
| g | (a) is at least 18 years old; and |
| e | |
| L | (b) is not a witness for the enduring power |
| n | of attorney; and |
| a |
| ri | (c) | is not an attorney for the donor or a person nominated as an attorney in the |
| to | enduring power of attorney. | |
| ic | ||
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Instruments (Enduring Powers of Attorney) Act 2003
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Act No. 75/2003
125. Who can be a witness?
(1) A person cannot be a witness to an enduring
| ts | power of attorney if the person is— |
| n | (a) the donor of the power; or |
| e | |
| (b) the person appointed as attorney. | |
| m | |
| u | (2) Only one of the witnesses can be a relative of |
| c | the donor of the power or of the person |
| o | appointed as attorney. |
| D |
(3) One of the witnesses must be a person
| ry | authorised by law to witness the signing of a |
| ta | statutory declaration. |
| n | 125A. What must the witnesses certify? |
| e |
(1) If an enduring power of attorney is signed by
m
| ia | the donor, it must include a certificate signed |
| rl | by each witness stating that— |
| a | (a) the donor signed the enduring power of |
| P | attorney freely and voluntarily in the |
| d | presence of the witness; and |
| n | (b) at the time, the donor appeared to the |
| a | witness to have the capacity necessary |
| n | to make the enduring power of |
| o | |
| ti | attorney. |
| la | (2) If an enduring power of attorney is signed by |
| is | a person for the donor, it must include a |
| g | certificate signed by each witness stating |
| e | that— |
| L | (a) the donor of the power directed the |
| n | person to sign the enduring power of |
| a | |
| ri | attorney for the donor; and |
| to | (b) the donor of the power gave that |
direction freely and voluntarily in the
| ic | presence of the witness; and |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
(c)
the person signed it in the presence of the donor and the witness; and
| ts | (d) | at the time, the donor appeared to the |
| n | witness to have the capacity necessary | |
| e | to make the enduring power of | |
| m | attorney. |
| u | 125B. Signature and undertaking of attorney | ||
| c | required | ||
| o | |||
| D | (1) An enduring power of attorney is effective in relation to an attorney only if the attorney | ||
| ry | has accepted the appointment in accordance | ||
| ta | with this section. | ||
| n | (2) The attorney must sign and date a statement | ||
| e | of acceptance. | ||
| m | |||
| ia | (3) The statement of acceptance must be in the | ||
| rl | approved form. | ||
| a |
| ||
| P | Secretary to the Department of Justice under section 125ZL. | ||
| d | |||
| n | (4) The statement of acceptance must be | ||
| a | endorsed on or attached to the enduring | ||
| n | power of attorney. | ||
| o | |||
ti | (5) The statement of acceptance must include an undertaking by the person accepting | ||
| la | appointment as attorney— | ||
| is | (a) to exercise the powers conferred by the | ||
| g | |||
| e | enduring power of attorney with | ||
| L | reasonable diligence to protect the | ||
| n | interests of the donor; and | ||
| a | |||
| ri | (b) to avoid acting where there is any |
conflict of interest between the interests
| to | of the donor and the attorney's interests; |
| ic | and |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
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(c)
to exercise the powers conferred by the enduring power of attorney in
| ts | accordance with this Part. |
| n | 125C. Enduring power of attorney to be a deed |
| e | An enduring power of attorney that complies |
| m | with this Division is to be taken to be and |
| u | have effect as a deed, even if it is not |
| c | expressed to be executed under seal. |
| o | |
| D | Division 3—Role of Attorney |
| ry | 125D. Requirement to keep records |
| ta | |
| n | An attorney under an enduring power of |
| e | attorney must keep and preserve accurate |
| m | records and accounts of all dealings and |
| ia | |
| rl | |
| transactions made under the power. |
125E. Powers of attorney to execute instruments
| a | etc. |
| P | (1) The attorney under an enduring power of |
| d | attorney may, if the attorney thinks fit— |
| n | |
| a | (a) execute any instrument with the |
| n | attorney's own signature, and, where |
| o | sealing is required or employed, with |
| ti | the attorney's own seal; and |
| la | (b) do any other thing in the attorney's own |
| is | name. |
| g | (2) An instrument executed by the attorney |
| e | |
| L | under an enduring power of attorney must be executed in such a way as to show that the |
| n | |
| a | attorney does so as attorney for the donor of |
| ri | the power. |
| to | (3) An instrument executed or thing done in the |
| ic | way specified in this section is as effective as |
| V | if executed or done by the donor— |
(a) with the donor's signature; or
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
(b) with the donor's signature and seal; or
(c) in the donor's name.
| ts | 125F. Role of attorney where guardian |
| n | appointed |
| e |
(1) An enduring power of attorney does not
m
| u | authorise the attorney to make a decision |
| c | about the medical treatment of the donor of |
| o | the power. |
| D | (2) If a decision made by a guardian or enduring |
| ry | guardian within the meaning of the |
| ta | Guardianship and Administration Act |
| 1986 in the exercise of a power as guardian | |
| n | or enduring guardian conflicts with a |
| e | decision made by an attorney under an |
| m | enduring power of attorney, the decision of |
| ia | |
| rl | the guardian or enduring guardian prevails. |
| a | 125G. Role of attorney where administrator |
| P | appointed |
| d | If the Tribunal makes an administration |
| n | order under the Guardianship and |
| a | Administration Act 1986 in respect of the |
| n | person who is the donor of an enduring |
| o | power of attorney, the attorney may exercise |
| ti | power under the enduring power of attorney |
| la | only to the extent authorised by the Tribunal. |
| is | Division 4—How is an Enduring Power of |
| g | |
| e | Attorney Revoked? |
| L | |
| n | Subdivision 1—Introductory |
| a | |
| ri | 125H. Division not to affect revocation under |
| to | other laws |
| ic | (1) This Division does not limit the events by |
| V | which or the circumstances in which an enduring power of attorney— |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
(a)
is revoked whether orally or in writing or in another way; or
| ts | (b) | is terminated by implication or |
| n | operation of law. |
| e | (2) Without limiting sub-section (1), an enduring | ||
| m | power of attorney may be revoked in any | ||
| u | way that a power of attorney may be | ||
| c | revoked. | ||
| o | |||
| D | Subdivision 2—Revocation by Donor | ||
| ry | 125I. Revocation in writing | ||
| ta | The donor of an enduring power of attorney | ||
| n | |||
| e | may revoke the enduring power of attorney | ||
| m | in writing in the approved form. | ||
| ia |
| ||
| rl | Secretary to the Department of Justice under section 125ZL. | ||
| a |
| P | Note 2: | This is not the only way a power of attorney can be revoked in writing. See section 125H. |
| d |
| n | 125J. Revocation by later enduring power of |
| a | attorney |
| n | A donor's enduring power of attorney is |
| o | |
| ti | revoked, to the extent of any inconsistency, by a later enduring power of attorney of the |
| la | donor. |
| is | 125K. Death |
| g | |
| e | An enduring power of attorney is revoked |
| L | when the donor dies. |
| n | |
| a | |
| ri | |
| to | |
| ic | |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
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Act No. 75/2003
Subdivision 3—Revocation According to Terms
125L. According to terms
ts
| n | An enduring power of attorney is revoked |
| e | according to its terms. |
| m | Example |
| u | If an enduring power of attorney is expressed to |
| c | operate for or during a specified period, it is revoked |
| o | at the end of that period. |
| D | |
| ry | Subdivision 4—Revocation by Attorney |
| ta | 125M. Resignation |
| n | (1) An attorney may resign as attorney by signed |
| e | notice given to the donor. |
| m | |
| ia | (2) Despite sub-section (1), if a donor ceases to |
| rl | have legal capacity, an attorney under an |
| a | enduring power of attorney may only resign |
| P | as attorney with the leave of a court or the Tribunal. |
| d | |
| n | (3) If an attorney under an enduring power of |
| a | attorney resigns, the power of attorney is |
| n | revoked to the extent that it confers power on |
| o | |
| ti | the attorney. |
| la | 125N. Legal incapacity |
| is | If an attorney under an enduring power of |
| g | attorney ceases to have legal capacity, the |
| e | power of attorney is revoked to the extent |
| L | that it confers power on the attorney. |
| n | 125O. Revocation if attorney becomes insolvent |
| a | |
| ri | If an attorney under an enduring power of |
| to | attorney becomes insolvent, the power of attorney is revoked to the extent that it |
| ic | confers power on the attorney. |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
125P. Death
If an attorney under an enduring power of
| ts | attorney dies, the power of attorney is |
| n | revoked to the extent that it confers power on |
| e | the attorney. |
| m | |
| u | Subdivision 5—Revocation by Tribunal |
| c | |
| o | 125Q. Revocation by Tribunal |
| D | An enduring power of attorney may be |
| ry | revoked by the Tribunal under Division 6. |
| ta | Subdivision 6—Effect of Revocation if More |
| n | than One Attorney |
| e | |
| m | 125R. Effect of revocation if more than one |
| ia | attorney |
| rl | (1) If 2 or more persons are appointed jointly |
| a | and severally as attorneys under an enduring |
| P | power of attorney, the revocation of the |
| d | power in relation to one attorney does not |
| n | affect the appointment or powers of the |
| a | remaining attorneys. |
| n | (2) If 2 or more persons are appointed jointly |
| o | |
| ti | (but not jointly and severally) as attorneys |
| la | under an enduring power of attorney, the |
| is | revocation of the power in relation to one joint attorney also revokes the power in |
| g | |
| e | relation to each of the other joint attorneys. |
| L | |
| Division 5—Protection from Liability | |
| n | |
| a | |
| ri | 125S. Definitions |
| to | In this Division— |
| ic | "invalidity", in relation to a power under an |
| V | enduring power of attorney, includes invalidity because— |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
(a)
the power is not exercisable at the time when, circumstance in which, or occasion on which it is
| ts | purportedly exercised; or |
| n | |
| e | (b) the enduring power of attorney |
| m | has been declared to be invalid by |
| u | a court or the Tribunal; or |
| c | (c) the enduring power of attorney |
| o | has been revoked; or |
| D |
(d) the enduring power of attorney
| ry | was made in another State or |
| ta | Territory and does not comply |
| n | with the requirements of that other |
| e | State or Territory; |
| m | "know" in relation to the invalidity of a |
| ia | |
| rl | power, includes— |
| a | (a) know of the happening of an event |
| P | (such as the death of the donor) that invalidates the power; or |
| d | |
| n | (b) have reason to believe the power |
| a | is invalid. |
| n | 125T. Protection if Court or Tribunal has given |
| o | |
| ti | advice or direction or recommendation |
| la | An attorney under an enduring power of |
| is | attorney who acts in compliance with the |
| g | advice, directions or recommendations of— |
| e | (a) the Supreme Court in relation to the |
| L | enduring power of attorney; or |
| n | |
| a | (b) the Tribunal under this Part— |
| ri | is deemed to have complied with this Part |
| to | unless the attorney knowingly gave the Court |
| ic | or the Tribunal false or misleading |
| V | information relevant to the advice, directions |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
or recommendations of the Court or the
Tribunal.
| ts | 125U. Protection for attorney and third persons |
| n | who are unaware of invalidity |
| e | (1) An attorney who, in good faith and without |
| m | knowing a power under the enduring power |
| u | of attorney is invalid, purports to exercise the |
| c | power, is entitled as against the donor and |
| o | any other person, to rely on the power |
| D | despite the invalidity. |
| ry | (2) A person (and any person claiming under |
| ta | that person) who, in good faith and without |
| n | knowing a power under an enduring power |
| e | of attorney is invalid, acts in reliance on the |
| m | purported exercise of the power by an |
| ia | attorney, is entitled as against the donor and |
| rl | any other person to rely on the power despite |
| a | the invalidity. |
| P | |
| Division 6—Jurisdiction of Tribunal | |
| d | |
| n | |
| a | Subdivision 1—General Powers of Tribunal |
| n | |
| o | |
| ti |
125V. Application to Tribunal
(1) An application may be made to the Tribunal
| la | for a declaration, order, direction or |
| is | recommendation about— |
| g | (a) any matter or question relating to— |
| e |
| L | (i) | the scope of an attorney's powers |
| n | under an enduring power of | |
| a | ||
| ri | attorney; or |
(ii) the exercise of any power by an
| to | attorney under an enduring power |
| ic | of attorney; or |
| V | (b) any other thing in or related to this Part. |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
(2) An application may be made by—
(a) the Public Advocate; or
| ts | (b) the donor of the enduring power of |
| n | attorney; or |
| e |
(c) an attorney under the enduring power
m
| u | of attorney; or | ||
| c | (d) another person whom the Tribunal is | ||
| o | satisfied has a special interest in the | ||
| D | affairs of the donor. | ||
| ry | 125W. Who is entitled to notice? | ||
| ta | (1) Notice must be given under this section of— | ||
| n | |||
| e | (a) an application to the Tribunal under this | ||
| m | Subdivision; | ||
| ia | (b) the hearing of the application; | ||
| rl | (c) any hearing of the Tribunal under this | ||
| a | Subdivision in relation to an enduring | ||
| P | power of attorney; | ||
| d | |||
| n | (d) any order made by the Tribunal in | ||
| a | respect of the application or an | ||
| n | enduring power of attorney. | ||
| o | |||
| ti | (2) The persons entitled to notice are— | ||
| la | (a) the Public Advocate; | ||
| is |
| ||
| g | attorney; | ||
| e | (c) any attorney under the enduring power | ||
| L | of attorney; | ||
| n | |||
| a | (d) any person specified in sub-section (3) | ||
| ri | to whom the Tribunal directs that notice | ||
| to | is to be given. | ||
| ic | |||
| V |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
(3) The Tribunal may direct that notice is to be
given to—
| ts | (a) the nearest relative of the donor; |
| n | (b) the primary carer (if any) of the donor; |
| e | |
| (c) any guardian of the donor; | |
| m | |
| u | (d) any person appointed as alternative |
| c | guardian of the donor under the |
| o | Guardianship and Administration |
| D | Act 1986; |
| ry | (e) any administrator of the estate of the |
| ta | donor; |
| n | (f) any person who has a special interest in |
| e | the affairs of the donor. |
| m | |
| ia | (4) In this section "administrator", |
| rl | "guardian", "nearest relative" and |
| a | "primary carer" have the same meanings |
| P | as they have in the Guardianship and Administration Act 1986. |
| d | |
| n | 125X. General power of revocation of Tribunal |
| a | (1) The Tribunal, on its own initiative or on an |
| n | application under section 125V, may revoke |
| o | |
| ti | the appointment of an attorney under an |
| enduring power of attorney if the Tribunal is | |
| la | satisfied that it is in the best interests of the |
| is | donor to do so. |
| g | |
| e | (2) Before making a decision under sub-section |
| L | (1), the Tribunal must be satisfied that the |
| n | donor lacks the capacity to make an enduring |
| a | power of attorney. |
| ri | |
| to | |
| ic | |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
125Y. Declaration of invalidity
(1) The Tribunal, on its own initiative or on an
| ts | application under section 125V, may declare |
| n | an enduring power of attorney to be invalid |
| e | if it is satisfied that— |
| m | (a) the donor lacked capacity at the time |
| u | the enduring power of attorney was |
| c | made; or |
| o | |
| D | (b) the enduring power of attorney does not comply with the requirements of this |
| ry | Part; or |
| ta | (c) the enduring power of attorney is |
| n | invalid for another reason, for example, |
| e | the donor was induced to make it by |
| m | dishonesty or undue influence. |
| ia | |
| rl | (2) If the Tribunal declares an enduring power of |
| a | attorney invalid, the power is void from the |
| P | start. |
| d | 125Z. Further powers of Tribunal |
| n | (1) The Tribunal, on its own initiative or on an application under section 125V, may— |
| a | |
| n | |
| o | (a) make a declaration or make |
| ti | recommendations or give any directions |
| la | it considers necessary in relation to an |
| is | enduring power of attorney; |
| g | (b) vary the effect of an enduring power of |
| e | attorney; |
| L |
(c) suspend for a specified period an
n
| a | enduring power of attorney, either |
| ri | generally or in respect of a specific |
| to | matter; |
| ic | (d) | make any order it considers necessary |
| V | in relation to an enduring power of attorney. |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
(2) Without limiting sub-section (1), the
Tribunal, on its own initiative, may give directions to an attorney under an enduring
| ts | power of attorney in respect of any matter. |
| n | |
| e | 125ZA. Advisory opinions |
| m | The Tribunal may give an advisory opinion |
| u | on any matter relating to an enduring power |
| c | of attorney that is referred to it by a person |
| o | referred to in section 125V(2). |
| D |
125ZB. Records and audit
ry
| ta | (1) In the case of an enduring power of attorney, |
the Tribunal may make an order that—
n
| e | (a) | the attorney lodges with the Tribunal, |
| m | accounts or other documents relating to | |
| ia | the exercise of the power for a specified | |
| rl | period; or |
| a | (b) the accounts be examined or audited by |
| P | a person appointed by the Tribunal and |
| d | that a copy of the person's report be |
| n | given to the Tribunal and the applicant. |
| a |
(2) The Tribunal may make the order on its own
| n | initiative or on the application of the donor |
| o | |
| ti | or the Public Advocate or another interested |
| la | person. |
| is | (3) The Tribunal may make an order about |
| g | payment to a person appointed under sub- |
| e | section (1) of the costs of the examination or |
| L | audit of accounts. |
| n | |
| a | |
| ri |
Subdivision 2—Rehearings
| to | 125ZC. Application for rehearing |
| ic | (1) If the Tribunal makes an order in respect of |
an application under Subdivision 1 (other
| V | than an order suspending an enduring power |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
of attorney), a party or a person entitled to notice of the application may apply to the
| ts | Tribunal for a rehearing of the application. |
| n | (2) A person entitled to notice of the application |
| e | who was not, or did not become, a party may |
| m | apply for a rehearing only if the Tribunal |
| u | gives leave. |
| c | (3) Sub-section (2) does not apply to the Public |
| o | Advocate. |
| D |
(4) An application for a rehearing, or for leave to
| ry | apply for a rehearing, must be made within |
| ta | 28 days after the day of the order. |
| n | (5) If the Tribunal gives oral reasons for making |
| e | an order and a party then requests written |
| m | reasons under section 117 of the Victorian |
| ia | Civil and Administrative Tribunal Act |
| rl | 1998, the day on which the written reasons |
| a | are given to the party is deemed to be the day |
| P | of the order for the purposes of sub- |
| d | section (4). |
| n | |
| a | (6) A person cannot apply for a rehearing of an application if— |
| n | |
| o | (a) the order was made by the Tribunal |
| ti | constituted by the President, whether |
| la | with or without others; or |
| is | (b) the application was for a rehearing or |
| g | for leave to apply for a rehearing. |
| e | |
| L | 125ZD. Parties and notice |
| n | (1) A party to the proceeding on an application |
| a | |
| ri | under Subdivision 1 is a party to a rehearing |
| of the application under this Subdivision, in | |
| to | addition to any other parties. |
| ic | |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
(2) A person who was entitled to notice of the
making of an application under
Subdivision 1 is entitled to notice of an
| ts | application for a rehearing of the application |
| n | under this Subdivision. |
| e |
125ZE. Rehearing
m
| u | (1) On an application under section 125ZC, the |
| c | Tribunal must rehear the matter and, for that |
| o | purpose, the Tribunal has all the functions |
| D | and powers that the Tribunal had with |
| ry | respect to the matter at first instance. |
| ta | (2) In determining a rehearing, the Tribunal |
| n | may— |
| e | (a) affirm the order of the Tribunal at first |
| m | instance; or |
| ia |
| rl | (b) | vary the order of the Tribunal at first |
| a | instance; or | |
| P | (c) | set aside the order of the Tribunal at |
| d | first instance and make another order in | |
| n | substitution for it. | |
| a |
125ZF. Effect of first instance order pending
| n | rehearing |
| o | |
| ti | (1) Subject to sub-section (2), the making of an |
| la | application for a rehearing does not affect the |
| is | operation of any order to which the |
| g | application relates or prevent the taking of |
| e | action to enforce the order. |
| L | (2) The Tribunal may make an order staying the |
| n | operation of an order pending the |
| a | |
| ri | determination of the rehearing of the |
| application to which the order relates. | |
| to | |
| ic | |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
Division 7—General
| ts | Subdivision 1—Proof of Enduring Power of |
| n | Attorney |
| e |
125ZG. Proof of enduring power of attorney
m
| u | (1) An enduring power of attorney may be |
| c | proved by a copy of the enduring power of |
| o | attorney certified in accordance with this |
| D | section and section 125ZH. |
| ry | (2) Each page, other than the last page, of the |
| ta | copy must be certified to the effect that the |
| n | copy is a true and complete copy of the |
| e | corresponding page of the original. |
| m | (3) The last page of the copy must be certified to |
| ia | the effect that the copy is a true and complete |
| rl | copy of the original. |
| a | 125ZH. Who may certify the copy? |
| P |
(1) Certification of a copy of an enduring power
d
| n | of attorney must be by one of the following |
| a | persons— |
| n | (a) a justice of the peace; |
| o | |
| ti | (b) a legal practitioner; |
| la | (c) a public notary; |
| is | (d) any officer authorised by law to |
| g | administer an oath; |
| e | |
| L | (e) a financial services licensee; |
| n | (f) a regulated principal; |
| a | |
| ri | (g) a person of a prescribed class. |
| to | |
| ic | |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
(2) In this section—
"financial services licensee" means a
| ts | financial services licensee (as defined |
| n | in section 761A of the Corporations |
| e | Act) whose licence covers dealing in |
| m | securities; |
| u | "regulated principal" means a regulated |
| c | principal (as defined in section 1430 of |
| o | the Corporations Act) who is authorised |
| D | by Subdivision D of Division 1 of |
| ry | Part 10.2 of that Act to deal in |
| ta | securities. |
| n | 125ZI. Proof by certified copy of certified copy |
| e | (1) If a copy of an enduring power of attorney |
| m | has been certified in accordance with |
| ia | sections 125ZG and 125ZH, the enduring |
| rl | power of attorney may also be proved by a |
| a | copy, certified in accordance with those |
| P | sections, of the certified copy. |
| d | (2) For the purposes of sub-section (1), |
| n | |
| a | references in section 125ZG to the original power of attorney are to be taken to be |
| n | |
| o | references to the certified copy from which |
| ti | the further copy is made. |
| la | 125ZJ. Other forms of proof not affected |
| is | This Division does not prevent an enduring |
| g | power of attorney being proved in any other |
| e | |
| L | way. |
| n | 125ZK. References to enduring powers of attorney |
| a | |
| ri | In this Part a reference to an enduring power |
| of attorney includes a reference to a copy of | |
| to | the enduring power of attorney that complies |
| ic | with the requirements of this Division. |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
Subdivision 2—Approval of Forms
125ZL. Approved forms
| ts | (1) The Secretary may approve forms for use |
| n | |
| e | under this Part. |
| m | (2) The Secretary must publish in the |
| u | Government Gazette any form approved |
| c | under this Part. |
| o | |
| D | (3) If a document is required under this Part to be in the approved form, it is sufficient if the |
| ry | document is to the like effect of the approved |
| ta | form. |
| n | |
| e | Subdivision 3—Regulations |
| m | 125ZM. Regulations |
| ia | |
| rl | The Governor in Council may make |
| a | regulations for or with respect to any matter |
| P | or thing that is authorised or required to be |
| d | prescribed or necessary to be prescribed for |
| n | the purposes of this Part. |
| a |
Division 8—Transitional
n
o
| ti | 125ZN. Saving for existing enduring powers of |
| la | attorney |
| is | An enduring power of attorney under Part XI |
| g | existing immediately before the |
| e | commencement of the Instruments |
| L | (Enduring Powers of Attorney) Act 2003 |
| n | has effect on and after that commencement |
| a | as if the enduring power of attorney had been |
| ri | made under Division 2 of this Part. |
| to | |
| ic | |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
s. 4
Act No. 75/2003
125ZO. Existing powers of attorney from other
jurisdictions
| ts | Section 116 applies to an enduring power of |
| n | attorney whether made before or after the |
| e | commencement of the Instruments |
| m | (Enduring Powers of Attorney) Act 2003. |
| u | 125ZP. Continuation of provisions relating to |
| c | protected persons |
| o | |
| D | (1) If— |
| ry | (a) | the donor of an enduring power of |
| ta | attorney was a protected person | |
| immediately before the commencement | ||
| n | of the Instruments (Enduring Powers | |
| e | of Attorney) Act 2003; and | |
| m |
| ia | (b) the enduring power of attorney was in |
| rl | force immediately before that |
| a | commencement— |
| P | the enduring power of attorney continues in |
| d | force until it is revoked and the powers and |
| n | duties of State Trustees under the State |
| a | Trustees (State Owned Company) Act |
| n | 1994 in relation to the estates of protected |
| o | persons do not apply in relation to the estate |
| ti | of the donor so long as the enduring power |
| la | of attorney is effective. |
| is | (2) Despite sub-section (1), until State Trustees |
| g | has notice of an enduring power of attorney, |
| e | any action taken by State Trustees under the |
| L | State Trustees (State Owned Company) |
| n | Act 1994 in respect of the protected person |
| a | |
| ri | is valid and effectual. |
| to | (3) In this section "protected person" and |
| ic | "State Trustees" have the same meanings |
| as they have in the State Trustees (State | |
| V | Owned Company) Act 1994.'. |
Instruments (Enduring Powers of Attorney) Act 2003
s. 5
Act No. 75/2003
5. Schedule 13 repealed
Schedule 13 to the Instruments Act 1958 is
| ts | repealed. |
| n | See: |
6. New clause 40F in Part 12 of Schedule 1 to the
| e | Act No. | |
| ||
| m | Reprint No. 3 |
1998
as at
| u | 1 July 2003 | ||
| c |
| ||
| o | amending | ||
| Act Nos |
and Administrative Tribunal Act 1998, before
| D | 18/2003 and | clause 41 insert— |
| 30/2003. |
| ry | "40F. Constitution of Tribunal for proceedings |
| LawToday: |
| ta | dpc.vic. | The Tribunal is to be constituted for the |
| gov.au | ||
| n | purposes of a rehearing under Subdivision 2 | |
| e | of Division 6 of Part XIA of the | |
| m | Instruments Act 1958 by— |
| ia | (a) a senior member or presidential |
| rl | member, if the order at first instance |
| a | was made by the Tribunal constituted |
| P | by an ordinary member; |
| d | (b) a presidential member, if the order at |
| n | |
| a | first instance was made by the Tribunal constituted by a senior member; |
| n | |
| o | (c) a judicial member, if the order at first |
| ti | instance was made by the Tribunal |
| la | constituted by a Deputy President; |
| is | (d) a Vice President, if the order at first |
| g | instance was made by the Tribunal |
| e | constituted by more than one member |
| L | (except where one or more of the |
| n | members was a Vice President); |
| a |
| ri | (e) | the President, if the order at first |
| to | instance was made by the Tribunal | |
| constituted by a Vice President | ||
| ic | (whether with or without others).". | |
| V |
Instruments (Enduring Powers of Attorney) Act 2003
s. 7
Act No. 75/2003
7. Amendment of Part 12 of Schedule 1 to the Victorian Civil and Administrative Tribunal Act
| ts | 1998 |
| n | In clauses 41, 42(1), 43 and 44(1) of Schedule 1 to |
| e | the Victorian Civil and Administrative |
| m | Tribunal Act 1998 for "section 118" (wherever |
| u | occurring) substitute "Division 6 of Part XIA". |
| c | See: |
8. Amendment of Guardianship and Administration
| o | Act No. |
Act 1986 58/1986.
| D | Reprint No. 6 |
Section 86(2) of the Guardianship and as at
| ry | 1 January |
Administration Act 1986 is repealed. 2003
| ta | LawToday: |
| n | dpc.vic. |
| e | gov.au |
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Instruments (Enduring Powers of Attorney) Act 2003
Endnotes
Act No. 75/2003
ENDNOTES
| ts | † |
Minister's second reading speech—
| n | Legislative Assembly: 28 August 2003 |
| e | |
| Legislative Council: 14 October 2003 | |
| m | |
| u | The long title for the Bill for this Act was "to amend the Instruments Act |
| c | 1958 to revise the laws relating to enduring powers of attorney and for |
| o | other purposes." |
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