NGK

Case [2024] NSWCATGD 12


NSW Civil and Administrative Tribunal


New South Wales

Medium Neutral Citation: NGK [2024] NSWCATGD 12
Hearing dates: 19 June 2024
Date of orders: 19 June 2024
Decision date: 19 June 2024
Jurisdiction:Guardianship Division
Before: J McAteer Senior Member
S Lee Senior Member (Professional)
A Healy General Member (Community)
Decision:

001: Review of an Enduring Power of Attorney

The application is dismissed because the Tribunal has no jurisdiction, pursuant to s 55(1)(b) of the NSW Civil and Administrative Tribunal Act 2013 (NSW).

002: Financial Management application

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

2. BFK of [Address removed for publication.], ECK of [Address removed for publication.], MBK of [Address removed for publication.], and QNK of [Address removed for publication.] are appointed jointly and severally as the financial managers of the estate.

NOTE: The financial managers are not authorised to deal with the estate (other than to protect the assets) until they have obtained all necessary authorities from the NSW Trustee and Guardian.

Catchwords:

REVIEW OF AN ENDURING POWER OF ATTORNEY – consideration of the Tribunal’s jurisdiction under the Powers of Attorney Act 2003 (NSW) – finding that the instrument is not an enduring power of attorney – the Tribunal has no jurisdiction to review a general power of attorney – application dismissed

FINANCIAL MANAGEMENT – application for a financial management order – subject person diagnosed with dementia – subject person in respite care – subject person incapable of managing their own affairs – power of attorney no longer operable – need for another person to manage subject person’s affairs – private managers suitable to be appointed – private managers appointed on a joint and several basis – order made

Legislation Cited:

Civil and Administrative Tribunal Act 2013 (NSW), ss 36, 55(1)(b)

Guardianship Act 1987 (NSW), ss 4, 25G, 25G(a), 25M

Powers of Attorney Act 2003 (NSW), ss 19, 26, 37, 38(1)-(2)

Cases Cited:

Application by AMAM; Re SAM [2011] NSWSC 503

CJ v AKJ [2015] NSWSC 498

Holt & Anor v Protective Commissioner (1993) 31 NSWLR 227

M v M [2013] NSWSC 1495

McD v McD (1983) 3 NSWLR 81

P v NSW Trustee and Guardian [2015] NSWSC 579

Re W and L (Parameters of Protected Estate Management Orders) [2014] NSWSC 1106

Texts Cited:

None cited.

Category:Principal judgment
Parties:

001: Review of an Enduring Power of Attorney

NGK (the person)
MBK (applicant, attorney)
NSW Trustee and Guardian

002: Financial Management Application

NGK (the person)
MBK (applicant, attorney)
ECK (joined party)
QNK (joined party, other non-party)
BFK (joined party)
NSW Trustee and Guardian
Representation: S Khau, solicitor for NGK’s family
File Number(s): 2023/00422692
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: Civil and Administrative Tribunal Act 2013 (NSW), s 65.

REASONS FOR DECISION

APPLICATION FOR REVIEW OF ENDURING POWER OF ATTORNEY APPOINTMENT AND FINANCIAL MANGEMENT APPLICATION

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NGK [2024] NSWCATGD 12
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[2024] NSWCATGD 12
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CaseChat Overview and Summary

In the matter of NGK, the NSW Civil and Administrative Tribunal reviewed an application regarding an enduring power of attorney. The primary concern was whether the Tribunal had jurisdiction to review the instrument in question, which was argued to be an enduring power of attorney. The dispute also involved a request for a financial management order due to the subject person's incapacity, diagnosed with dementia and residing in respite care, making them unable to manage their own affairs.

The central legal issue the court had to address was whether the instrument in question constituted an enduring power of attorney, which would confer jurisdiction on the Tribunal to review it under the Powers of Attorney Act 2003 (NSW). If the instrument was not an enduring power of attorney, the Tribunal would lack jurisdiction, and the application would need to be dismissed. Additionally, the court had to determine whether a financial management order was necessary and if the proposed private managers were suitable for the role.

The Tribunal concluded that the instrument in question did not meet the criteria of an enduring power of attorney and, therefore, did not have jurisdiction to review it under s 55(1)(b) of the NSW Civil and Administrative Tribunal Act 2013 (NSW). Consequently, the application for review was dismissed. Regarding the financial management order, the Tribunal found that the subject person's condition warranted such an order and that the proposed private managers were suitable for the task. Therefore, the estate of NGK was placed under management, and the four private managers were appointed jointly and severally as financial managers.

The court made two key orders: first, it dismissed the review application due to a lack of jurisdiction. Second, it appointed the four private managers as joint and several financial managers of NGK's estate under the NSW Trustee and Guardian Act 2009 (NSW), subject to obtaining necessary authorities from the NSW Trustee and Guardian.

Orders

Orders of the court

001: Review of an Enduring Power of Attorney

The application is dismissed because the Tribunal has no jurisdiction, pursuant to s 55(1)(b) of the NSW Civil and Administrative Tribunal Act 2013 (NSW).

002: Financial Management application

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

2. BFK of [Address removed for publication.], ECK of [Address removed for publication.], MBK of [Address removed for publication.], and QNK of [Address removed for publication.] are appointed jointly and severally as the financial managers of the estate.

NOTE: The financial managers are not authorised to deal with the estate (other than to protect the assets) until they have 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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