Fischer v Nemeske Pty Ltd

[2016] HCA 11
Judgment date
Case number
S223/2015
Before
French CJ, Kiefel, Bell, Gageler, Gordon JJ
Catchwords

Trusts – Trustees' powers – Power of advancement – Where trust property included shares in a company – Where value of shares recorded in "asset revaluation reserve" – Where trustee made resolution to distribute entire asset revaluation reserve to specified beneficiaries – Where trustee covenanted to pay specified beneficiaries on demand – Whether valid exercise of power to "advance" and "apply" trust capital or income – Whether trustee indebted to specified beneficiaries – Whether action for money had and received maintainable.

Words and phrases – "advance", "apply", "pay", "pay or apply", "raise".

Trustee Act 1925 (NSW) – s 44.

Trustee Act 1925 (UK) – s 32.

Files
11.rtf (690.66 KB)
11.pdf (459.01 KB)