QNH [2022] NSWCATGD 9

QNH [2022] NSWCATGD 9

The Tribunal had jurisdiction because the enduring power of attorney was made under and took effect under New South Wales law, one attorney resided in New South Wales, and its enduring quality derived from the Powers of Attorney Act 2003 (NSW). The medical evidence and the Tribunal's own observations established that QNH lacked capacity to manage her financial affairs. Concerns about large withdrawals, the loan to Ms X, possible conflicts of interest, uncertainty about the joint attorneys' capacity or authority, and family conflict meant QNH's substantial estate remained potentially at risk. Giving paramount consideration to QNH's welfare and interests, independent management by NSW...

Jurisdiction
Australia
Judgment Date
20 January 2022
Procedural Posture
Review of an Enduring Power of Attorney and Review or Revocation of a Financial Management Order / Review Hearing Following Interim Financial Management Order
Outcome
The Tribunal reviewed the enduring power of attorney, declined to make an order under s 36 of the Powers of Attorney Act 2003 (NSW), treated the review as an application for a financial management order, confirmed that QNH's estate is subject to management by NSW Trustee and Guardian, and dismissed EYH's application...
Legal Topics
['review of Enduring Power of Attorney' 'financial Management Order' 'capacity to Manage Financial Affairs' 'jurisdiction Where Subject Person Resides Interstate' 'appointment of NSW Trustee and Guardian' 'best Interests and Welfare of Person With Disability']

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Procedural Posture

Review of an Enduring Power of Attorney and Review or Revocation of a Financial Management Order / Review Hearing Following Interim Financial Management Order

  1. 1 ['Whether the Tribunal had jurisdiction to review an enduring power of attorney made under New South Wales law where QNH was now permanently resident in Victoria.' 'Whether an order should be made under s 36 of the Powers of Attorney Act 2003 (NSW) or the application should be treated as an application for a financial management order.' 'Whether QNH lacked capacity to manage her financial affairs.' 'Whether the interim financial management order should be revoked.' "Whether NSW Trustee and Guardian should continue to manage QNH's estate."]

Ratio Decidendi

The Tribunal had jurisdiction because the enduring power of attorney was made under and took effect under New South Wales law, one attorney resided in New South Wales, and its enduring quality derived from the Powers of Attorney Act 2003 (NSW). The medical evidence and the Tribunal's own observations established that QNH lacked capacity to manage her financial affairs. Concerns about large withdrawals, the loan to Ms X, possible conflicts of interest, uncertainty about the joint attorneys' capacity or authority, and family conflict meant QNH's substantial estate remained potentially at risk. Giving paramount consideration to QNH's welfare and interests, independent management by NSW...

Court Disposition

The Tribunal reviewed the enduring power of attorney, declined to make an order under s 36 of the Powers of Attorney Act 2003 (NSW), treated the review as an application for a financial management order, confirmed that QNH's estate is subject to management by NSW Trustee and Guardian, and dismissed EYH's application...

Orders

  • ['The Tribunal determined to carry out a review of the operation and effect of the enduring power of attorney made by QNH on 16 January 2018 appointing EYH and NAH as attorneys.' 'The Tribunal ordered that no order be made under s 36 of the Powers of Attorney Act 2003 (NSW).' 'The application for review of the...