Re FM

Case [2016] QCAT 431


CITATION: Re FM [2016] QCAT 431
PARTIES: FM
(Adult)
APPLICATION NUMBER: GAA4877-16; GAA4879-16
MATTER TYPE: Guardianship and administration matters for adults
HEARING DATE: 2 September 2016
HEARD AT: Nambour
DECISION OF: Member Guthrie
DELIVERED ON: 10 November 2016
DELIVERED AT: Brisbane
ORDERS MADE:

1.    The administration order made by the Tribunal on 15 March 2013 is changed by appointing the Public Trustee of Queensland as administrator for FM for all financial matters.

2.    The administrator is to provide a financial management plan to the Tribunal within four (4) months.

3.    The Tribunal directs the administrator to provide accounts to the Tribunal when requested.

4.    This appointment of the Public Trustee of Queensland remains current until further order of the Tribunal.

CATCHWORDS:

ADMINISTRATORS – APPOINTMENT – where review of appointment of an administrator – where complex financial affairs

Guardianship and Administration Act 2000 (Qld), s 12, s 15, 16, s 31, s 125, Schedule 1, Schedule 4
Public Trustee Act 1978 (Qld), s 83

Bergmann v DAW [2010] QCA 143
Re FM [2013] QCAT 135

APPEARANCES:

FM represented by
Karen Williams, Queensland Aged and Disability Advocacy (QADA), Tribunal appointed representative for FM
Neil Wilkinson, Applicant

Lucy Salerno, Legal Representative for the Public Trustee of Queensland
Marion Hall, Regional Manager, Public Trustee of Queensland – Sunshine Coast Office with Lucy Salerno, legal representative for the Public Trustee of Queensland

REASONS FOR DECISION

Background

  1. FM is 49 years old. As a child, FM was educated largely by services in special education. For a large portion of his life he resided with his aunt, who cared for him as his guardian. He lived with her until she was elderly and relocated to an aged care facility.

  2. In 2001, a community health social worker applied to the Tribunal for the appointment of a guardian and an administrator. The basis of the application was that FM was living alone in his aunt’s home, was vulnerable personally and financially, had no community support and spent his Centrelink benefit soon after receiving it each fortnight. The Tribunal appointed the Adult Guardian (as it then was) as his guardian and the Public Trustee of Queensland (‘PTQ’) as his administrator each for one year.

  3. On review in 2002, those appointments were continued for three years, though the Adult Guardian’s appointment was limited to service provision decisions. The PTQ made an application to the Tribunal to have the appointment of the Adult Guardian enlarged as FM had been evicted from his aunt’s house. When that application was heard in 2004 along with a declaration about capacity lodged by FM, both appointments were revoked.

  4. FM’s aunt passed away in May 2011. FM was the beneficiary of her estate. On 25 March 2013, this Tribunal[1], considering an application for the appointment of an administrator and an application for a declaration of capacity, appointed the PTQ as administrator for FM for managing matters relating to the management of the inheritance under the will of FM’s late aunt, a limited appointment.

    [1]Differently constituted.

  5. That appointment…

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Details
AGLC
Re FM [2016] QCAT 431
Case
[2016] QCAT 431
Decision Date

CaseChat Overview and Summary

In the case of Re FM, the dispute involved the appointment of an administrator for a person with complex financial affairs. The matter was heard by the Queensland Civil and Administrative Tribunal (QCAT). The primary issue before the tribunal was whether the original appointment of the administrator was appropriate, and if not, who should be appointed as the replacement. The case hinged on the need for an administrator who could effectively manage the intricate financial situation of the individual in question.

The tribunal considered the qualifications and experience of the parties involved in the potential appointment of the administrator. It was essential to appoint someone who could handle the complexities of the individual's financial affairs efficiently. The tribunal found that the original appointment was not suitable and decided to appoint the Public Trustee of Queensland as the new administrator. This decision was based on the Public Trustee's expertise in managing complex financial matters and their ability to provide the necessary oversight and financial management.

The tribunal issued several orders to ensure the proper management of the individual's financial affairs. Firstly, the administration order made by the tribunal on 15 March 2013 was changed to appoint the Public Trustee of Queensland as the administrator for all financial matters. Secondly, the new administrator was directed to provide a financial management plan to the tribunal within four months. Thirdly, the tribunal required the administrator to provide accounts to the tribunal when requested. Lastly, the tribunal confirmed that the appointment of the Public Trustee of Queensland as the administrator would remain in effect until further order of the tribunal.

Orders

Orders of the court

1. The administration order made by the Tribunal on 15 March 2013 is changed by appointing the Public Trustee of Queensland as administrator for FM for all financial matters.

2. The administrator is to provide a financial management plan to the Tribunal within four (4) months.

3. The Tribunal directs the administrator to provide accounts to the Tribunal when requested.

4. This appointment of the Public Trustee of Queensland remains current until further order of the Tribunal.

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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