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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

Coster v Coster

Coster v Coster [2024] NSWSC 1104

The Supreme Court of NSW dismissed a claim for a constructive trust and proprietary estoppel over a farming property, finding no binding representations or detrimental reliance.

  • Constructive trusts
  • Common intention constructive trust
  • Proprietary estoppel
  • Joint endeavour constructive trust
  • Unconscionability
  • Constructive-trusts
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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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Equity

Pascoe (in his capacity as administrator of the Estate of the Late Kut Sze Tu and as constructive trustee)

Pascoe (in his capacity as administrator of the Estate of the Late Kut Sze Tu and as constructive trustee) [2024] NSWSC 738

The Supreme Court of NSW held that an administrator may seek judicial advice under s 63 of the Trustee Act 1925 (NSW) regarding the defense of breach of trust proceedings.

  • Statutory interpretation
  • Judicial advice
  • Trustee indemnity
  • Breach of trust
  • Constructive trust
  • Trusts-and-trustees
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Trusts and trustees

Sydney Subdivision Pty Ltd (in liq) v Chow (No 3)

Sydney Subdivision Pty Ltd (in liq) v Chow (No 3) [2024] FCA 644

The Federal Court joined a successor trustee to proceedings and dismissed an application for summary dismissal of a loan recovery claim, finding an arguable basis regarding limitation periods.

  • Rights of exoneration and reimbursement
  • Trustee duties
  • Director duties
  • Limitation periods
  • Appointment of receiver
  • Joinder of necessary parties
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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.