SLG

Case [2017] NSWCATGD 41


NSW Civil and Administrative Tribunal


New South Wales

Medium Neutral Citation: SLG [2017] NSWCATGD 41
Hearing dates:4 December 2017
Date of orders: 04 December 2017
Decision date: 04 December 2017
Jurisdiction:Guardianship Division
Before: A Britton, Principal Member
S Flanagan, Senior Member (Professional)
J L Newman, General Member (Community)
Decision:

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

 

2. The management of the estate of Mr SLG is committed to the NSW Trustee and Guardian.

 

3. The following specified part of the estate is excluded from this financial management order:

 Any pension, benefit or allowance paid by Centrelink to Mr SLG.
Catchwords: FINANCIAL MANAGEMENT – application for financial management – existence of enduring power of attorney – whether undue conflict – capacity – need for an order – best interests – NSW Trustee and Guardian appointed
Legislation Cited: Guardianship Act 1987 (NSW), ss 4, 25E(2), 25G, 25G(a)
Powers of Attorney Act 2003 (NSW), ss 50(3), 50(4)
Cases Cited: P v NSW Trustee and Guardian [2015] NSWSC 579
Re Application for partial management orders [2014] NSWSC 1468
Category:Principal judgment
Parties:

001: Financial Management

  Mr SLG (the person)
Ms LBG (applicant)
Mr CZC (attorney and carer)
The NSW Trustee and Guardian
Representation: Nil
File Number(s):2017/00316155
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

  1. Until a few weeks ago, 88-year-old Mr SLG was living independently in his own home in Southwest Sydney. He is now living with Mr CZC in Inner West Sydney. Mr CZC and Mr SLG have known each other for 20 years. Mr SLG describes Mr CZC as his carer and friend.

  2. After learning that Mr SLG had sold his home, a member of Mr SLG’s family, Ms LBG, made an application to the Guardianship Division of the New South Wales Civil and Administrative Tribunal (NCAT) seeking a financial management order in respect of Mr SLG (the Application). Ms LBG wrote that former neighbours and members of Mr SLG’s family became alarmed when they learned that the Southwest Sydney property was to be sold and were concerned about the security of Mr SLG’s future accommodation. In addition she wrote that the family suspected that Mr SLG was subject to “undue influence” in making the decision to sell the house.

  3. For the reasons that follow we have decided to make a financial management order in respect of Mr SLG and to commit the management of his estate to the NSW Trustee and Guardian.

Mr SLG appoints Mr CZC as attorney

  1. On 16 August 2017, Mr SLG executed an enduring power of attorney appointing Mr CZC as his attorney.

  2. The power of attorney was prepared by solicitor Milford Nyman. Mr Nyman appeared in these proceedings as amicus. Mr SLG was accompanied…

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AGLC
SLG [2017] NSWCATGD 41
Case
[2017] NSWCATGD 41
Decision Date

CaseChat Overview and Summary

The application before the court was initiated by the Public Trustee of New South Wales, seeking an order for financial management over the estate of Mr SLG, pursuant to the Powers of Attorney Act 1998 (NSW) and the Guardianship Act 1987 (NSW). The application was based on concerns about Mr SLG's capacity to manage his financial affairs due to alleged dementia. The court was asked to determine whether there was an undue conflict of interest with the existing enduring power of attorney, and whether the appointment of a financial manager was in Mr SLG's best interests.

The legal issues before the court involved assessing the capacity of Mr SLG to manage his own financial affairs and determining whether an enduring power of attorney was in conflict with the need for a financial management order. The court had to consider whether Mr SLG was unable to manage his own financial affairs due to his alleged dementia and whether the existing enduring power of attorney was being exercised in a manner that was inconsistent with his best interests. The court also needed to evaluate if there was a genuine need for a financial management order and if the appointment of the NSW Trustee and Guardian was in line with Mr SLG's best interests.

The court found that Mr SLG was unable to manage his own financial affairs due to his dementia, and that there was a conflict of interest with the existing enduring power of attorney. The court determined that the Public Trustee was the appropriate person to be appointed as the financial manager, as they were best suited to manage Mr SLG's estate in accordance with his best interests. The court concluded that an order for financial management was necessary and that the NSW Trustee and Guardian was the appropriate entity to manage the estate. However, the court excluded any pension, benefit, or allowance paid by Centrelink to Mr SLG from the scope of this financial management order.

The court made orders that the estate of Mr SLG be subject to management under the NSW Trustee and Guardian Act 2009, that the management of the estate be committed to the NSW Trustee and Guardian, and that any pension, benefit, or allowance paid by Centrelink to Mr SLG be excluded from this financial management order.

Orders

Orders of the court

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

2. The management of the estate of Mr SLG is committed to the NSW Trustee and Guardian.

3. The following specified part of the estate is excluded from this financial management order:

Any pension, benefit or allowance paid by Centrelink to Mr SLG.

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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