M v M

Case [2013] NSWSC 1495


Supreme Court


New South Wales

  • Amendment notes
Medium Neutral Citation: M v M [2013] NSWSC 1495
Hearing dates:-
Decision date: 11 October 2013
Jurisdiction:Equity Division
Before: Lindsay J (in Chambers)
Decision:

Orders for discharge of the NSW Trustee and Guardian as manager of the estate of a protected person, and for appointment of a member of the protected person's family as a private manager, with ancillary orders, including an order confirming that the estate of the defendant continue to be subject to management under the NSW Trustee and Guardian Act 2009 NSW.

Catchwords:

GUARDIANSHIP - protected person - financial management - change of manager - order for discharge of management of NSW Trustee and Guardian - Order for appointment of member of family as private manager - principles governing a change of manager - paramount consideration remains protection of welfare, and interests, of protected person - prudential management requires flexibility, consultation with protected person and family, and respect for protected person's autonomy.

MENTAL HEALTH - protected person - appointment of manager of estate - change of manager - substitution of private manager for NSW Trustee and Guardian - principles governing change of manager - paramount consideration remains protection of welfare, and interests, of protected person - prudential management requires flexibility, consultation and respect for autonomy.

PRACTICE - NSW Trustee and Guardian Act - protected person - appointment of manager of estate - change of manager - substitution of private manager for NSW Trustee and Guardian - paramount consideration remains protection of welfare, and interests, of protected person - prudential management requires flexibility, consultation and respect for autonomy
Legislation Cited: Administrative Decisions Tribunal Act 1997 NSW
Corporations Act 2001 Cth, chapters 5D and 7
Guardianship Act 1987 NSW
Guardianship and Protected Estates Legislation Amendment Act 2002 NSW
Interpretation Act 1987 NSW, s 47
Lunacy Act, 1878 NSW, s 105
Lunacy Act 1898 NSW, s 115
Mental Health Act, 1958 NSW, s 51
NSW Trustee and Guardian Act 2009 NSW, s 39, s 41(1)(a), s 41(1)(b), s 68, s 127
Protected Estates Act 1983 NSW, s 5(8)
Supreme Court Act 1970 NSW
Supreme Court (Amendment) Act 1972 NSW, s 14
Trustee Companies Act 1964 NSW
Cases Cited: CCR v PS (No 2) (1986) 6 NSWLR 622 at 640
Countess of Bective v Federal Commissioner of Taxation (1932) 47 CLR 417 at 420-423
Fletcher, Ex parte (1801) 6 Ves Jun 427; 31 ER 1127
GDR v EKR [2012] NSWSC 1543
Gell v Gell (2005) 63 NSWLR 547 at 553-554 [21]-[23]
Holt v Protective Commissioner (1993) 31 NSWLR 227
In Re W.M. (A person alleged to be of unsound mind) (1903) 3 SR (NSW) 552 at 561, 567, 569 and 570
JMK v RDC and PTO v WDO [2013] NSWSC 1362
JJK v APK (1986) Australian Torts Reports 80-042 at 67, 881
JMK v RDC and PTO v WDO [2013] NSWSC 1362 at [60]-[62
Jones v Moylan (1997) 18 WAR 492 at 496-497, 501 and 509-510
Macedonian Orthodox Community Church St Petka…

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AGLC
M v M [2013] NSWSC 1495
Case
[2013] NSWSC 1495
Decision Date

CaseChat Overview and Summary

In the matter of M v M, the court was asked to consider the management of a protected person's estate. The dispute arose between a protected person and the NSW Trustee and Guardian, which had been appointed as the estate's manager. The protected person sought the discharge of the NSW Trustee and Guardian and the appointment of a family member as the private manager of the estate. The matter was heard and determined by the Supreme Court of New South Wales.

The central legal issue before the court was whether the principles governing the change of manager of a protected person's estate required the substitution of a private manager for the NSW Trustee and Guardian. The court was required to balance the protected person's welfare and interests with the need for prudential management, which involves flexibility, consultation with the protected person and family, and respect for the protected person's autonomy.

The court found that the paramount consideration in determining whether to change the manager of a protected person's estate was the protection of the welfare and interests of the protected person. The court also emphasised the need for prudential management, which requires flexibility, consultation with the protected person and family, and respect for the protected person's autonomy. In this case, the court was satisfied that the appointment of a family member as the private manager would better serve the protected person's welfare and interests. The court discharged the NSW Trustee and Guardian and appointed the family member as the private manager of the estate.

The court's decision highlights the importance of protecting the welfare and interests of protected persons and the need for prudential management in the appointment and change of managers of protected persons' estates. The court also emphasised the importance of flexibility, consultation with the protected person and family, and respect for the protected person's autonomy in determining whether to change the manager of a protected person's estate.

Orders

Orders of the court

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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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