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Equity

Mendonca v Tonna; Mendonca v Hathaway; The application of Hathaway and Hosking

Mendonca v Tonna; Mendonca v Hathaway; The application of Hathaway and Hosking [2024] NSWSC 1024

Costs judgment in trust-sale proceedings: the Court held Dr Mendonca had capitulated on her challenges and ordered costs against her, with trustee costs largely met from her share.

  • Trustee remuneration
  • Costs orders
  • Beneficial interests in trust property
  • Set-off
  • Indemnity costs
  • Trustee's right of indemnity
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Bankruptcy and insolvency

Mutton (liquidator) v De Matteis, in the matter of De Matteis Pty Ltd (in liq)

Mutton (liquidator) v De Matteis, in the matter of De Matteis Pty Ltd (in liq) [2023] FCA 1649

The Federal Court dismissed a creditor’s petition, set aside a sequestration order, and ordered the debtor to pay the trustee’s reasonable remuneration and expenses, capped at $35,000 plus GST.

  • Review of sequestration order
  • Trustee remuneration
  • Dismissal of creditor's petition
  • Consequential court orders
  • Bankruptcy-review
  • Sequestration-order
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Equity

Application by Maritime Super Pty Ltd atf Maritime Super

Application by Maritime Super Pty Ltd atf Maritime Super [2021] NSWSC 1614

The Court granted judicial advice allowing Maritime Super’s trustee to amend its deed to charge a capped trustee fee, and made confidentiality orders over sensitive material.

  • Judicial advice
  • Trustee remuneration
  • Amendment of trust deeds
  • Conflicts of interest
  • Suppression orders
  • Best financial interests duty
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Civil procedure

Zepinic v Malanos

Zepinic v Malanos [2020] NSWCA 293

The Court of Appeal dismissed Mr Zepinic’s leave application with costs, holding the proceeding fell within a vexatious proceedings order and no leave had been sought.

  • Vexatious proceedings
  • Trustee remuneration
  • Appeal requirements
  • Court orders and procedure
  • Vexatious-proceedings
  • Leave-to-appeal
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Bankruptcy and insolvency

Joyce (Trustee), in the matter of Carr (Bankrupt) (Deceased)

Joyce (Trustee), in the matter of Carr (Bankrupt) (Deceased) [2018] FCA 507

The Federal Court consolidated the bankrupt estates of Geoffrey Carr and Christina Mary Carr to facilitate proper administration and allowed the trustee’s costs.

  • Consolidation of bankrupt estates
  • Trustee remuneration
  • Approval of trustee's costs
  • Bankruptcy-and-insolvency
  • Bankrupt-estate-consolidation
  • Trustee-remuneration
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Trusts law

Batmor Mortgages Pty Ltd v Salvatore Arcuri

Batmor Mortgages Pty Ltd v Salvatore Arcuri [2017] NSWSC 84

The Court upheld the removal and replacement of trustees under a unit trust, rejected a trustee remuneration claim, and ordered discharge of the disputed mortgage.

  • Removal and appointment of trustee
  • Trustee remuneration
  • Mortgage discharge
  • Trust administration
  • Trusts-law
  • Trustee-removal
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Bankruptcy

Inspector General in Bankruptcy v Coshott

Inspector General in Bankruptcy v Coshott [2014] FCA 42

The Federal Court held the bankrupt was liable to pay taxation costs after requesting the taxation process, including costs linked to trustee remuneration and advisers’ fees.

  • Taxation of bills of costs
  • Trustee remuneration
  • Liability for costs
  • Statutory interpretation
  • Bankruptcy
  • Trustee-remuneration
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Bankruptcy

Wenkart v Pantzer

Wenkart v Pantzer [2013] FCAFC 81

Full Court bankruptcy appeal about whether consent orders created an equitable charge securing a former trustee’s remuneration, expenses, interest and enforcement costs.

  • Trustee remuneration
  • Equitable charges
  • Order for sale of property
  • Taxation of costs
  • Priorities—mortgage and charge
  • Annulment of bankruptcy
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Bankruptcy

McDonald v Young (No 2)

McDonald v Young (No 2) [2012] FCAFC 161

The Full Court partly allowed an appeal about costs and asset treatment, varied several orders, and granted the respondent a costs certificate.

  • Trustee remuneration
  • Exempt assets
  • Costs orders
  • Costs certificates
  • Costs-orders
  • Costs-certificate
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Equity

In the matter of Creditors' Trust of Jackgreen (International) Pty Ltd

In the matter of Creditors' Trust of Jackgreen (International) Pty Ltd [2011] NSWSC 748

The Supreme Court of New South Wales ordered further trustee remuneration from a creditors’ trust fund, finding court authority to approve payment beyond prior creditor limits.

  • Trustee remuneration
  • Judicial advice
  • Expenditure out of trust property
  • Interpretation of trust instruments
  • Trustee-remuneration
  • Judicial-advice
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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.