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Equity

Roberts v Mawabe Pty Ltd (No 2)

Interlocutory trust dispute over leave to amend, joinder of the children as defendants, and whether claims for unpaid distributions and trustee removal could proceed.

  • Discretionary family trust
  • Distribution resolutions
  • Money had and received
  • Equitable debt
  • Equitable compensation
  • Breach of trust
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Equity

Thynne v Jevny Pty Ltd

The Court of Appeal dismissed an appeal about trust distributions, holding that post-2011 decisions were excused under s 85 and earlier claims were time-barred.

  • Breach of trust
  • Account in common form
  • Restoration of trust property
  • Section 85 trustee act excusal
  • Limitation act s 48 and s 15
  • Discretionary family trust
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Equity

Li v Ye

The Court of Appeal rejected a trust claim over the Chinchilla Property, but held the first-instance costs order miscarried because the money claims were not addressed.

  • Express trust
  • Resulting trust
  • Constructive trust
  • Quistclose-type trust
  • Standing
  • Winding up
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Equity

Secretary, Department of Social Services v Hulett

Secretary, Department of Social Services v Hulett [2025] FCA 23

The Federal Court dismissed the Secretary’s appeal, holding that the Tribunal could find a common intention constructive trust based on the daughters’ reliance on the family agreement.

  • Constructive trusts
  • Common intention
  • Detrimental reliance
  • Equitable estoppel
  • Disposal of assets
  • Pension entitlement
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Equity

Catanese v La Cava

Catanese v La Cava [2024] NSWSC 1661

The court partly increased statutory trustees’ remuneration from $40,000 to $80,000, but refused their application to recover their own legal costs from the trust.

  • Remuneration of trustees
  • Statutory trustees for sale
  • Section 66g applications
  • Approval of professional costs
  • Trustee duties and liabilities
  • Trustee-remuneration
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Trusts and trustees

Amirbeaggi as trustee of the bankrupt estate of Hanna v Hanna (No 3)

Amirbeaggi as trustee of the bankrupt estate of Hanna v Hanna (No 3) [2024] FCA 1171

The Federal Court held Jarvis liable over a fraudulent transfer of unit 16 and found Andrew Hanna liable for half the contract price of unit 21. Claims against Ms Shonoda failed.

  • Voluntary transfer of property
  • Fraudulent conduct
  • Attribution of knowledge
  • Vendor-purchaser equitable rights
  • Misleading or deceptive conduct
  • Proof of contract
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Equity

Chu v Lin, in the matter of Gold Stone Capital Pty Ltd (Trial Judgment)

Chu v Lin, in the matter of Gold Stone Capital Pty Ltd (Trial Judgment) [2024] FCA 766

The Court held that Gold Stone’s loans were unauthorised, imprudent and made for an improper purpose, and that Ms Lin, Mr Cai and Mr Darmali procured the breaches.

  • Breach of trust
  • Knowingly inducing or procuring breach of trust
  • Accessorial liability
  • Managed investment schemes
  • Misleading or deceptive conduct
  • Breach of director's duties
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Trusts and trustees

Fairfield Pastoral Holdings Pty Ltd as trustee of the Piney Ridge Trust v Van Niekerk

Fairfield Pastoral Holdings Pty Ltd as trustee of the Piney Ridge Trust v Van Niekerk [2023] FCA 1185

The Federal Court dismissed a trustee’s claim for indemnity over a loan used to fund a failed purchase, holding the claim was barred by Anshun estoppel.

  • Trustee indemnity
  • Gross negligence in trust management
  • Res judicata
  • Issue estoppel
  • Anshun estoppel
  • Variation of court orders relating to trust property
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Trusts and trustees

Queensland Nickel Sales Pty Ltd v Park in his capacity as liquidator of Queensland Nickel Pty Ltd (in liq)

Queensland Nickel Sales Pty Ltd v Park in his capacity as liquidator of Queensland Nickel Pty Ltd (in liq) [2023] FCAFC 150

The Full Court dismissed an appeal about liquidation funding, trustee indemnity and a settlement deed, upholding payment of litigation funding and related expenses from trust assets.

  • Trustee's right of indemnity
  • Bare trustee obligations
  • Litigation funding agreement
  • Onus of proof on commercial reasonableness
  • Settlement deed effect
  • Liquidators—powers and liabilities
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Trusts and trustees

Mawson v AVet Health Pty Limited

Mawson v AVet Health Pty Limited [2023] FCA 742

The Federal Court refused a trustee’s bid for judicial advice, finding the trust deed’s legal-advice clause made the application unnecessary and the pleadings failed to specify any relief.

  • Judicial advice to trustees
  • Trustee exoneration clauses
  • Oppression remedies
  • Costs indemnity for trustees
  • Judicial-advice
  • Trustees
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Australia decisions are organised by court, judge, legal area and indexed issue so a practitioner can move from a proposition to a citable authority with the surrounding context intact.